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Introductory Episode: Learn about the hosts and the Season One lineup!
Your budget is the foundation of your financial house. Learn the different styles of budgeting and what tools you can use to make your budget work for you!
Have you covered your potential risks? Take a journey through risk management to lay the foundation for a strong financial future!
What happens to your property when you pass away? Understanding how your assets will be distributed is key to your peace of mind.
How much should you be saving for your retirement? What's the difference between traditional IRAs and Roth IRAs? 401ks and pensions? Retirement presents so many questions, we'll help you understand the terms and general strategies around retirement planning.
What do people mean when they refer to stock market terms like "the Dow?" What's the difference between equities and fixed income? Understanding the lingo will help you grasp the basics so you can flex your financial literacy muscles!
Investing involves a multitude of factors, but we are human and make choices based on more than just numbers! Dive into this episode to learn how psychology impacts your decision-making.
If you have kids or grandkids in your life, join us as we discuss how to plan and save for their college education. We cover the rising costs of college, resources for estimating your costs, loan types, scholarship resources, and savings vehicles.
Most Americans regularly use debt (credit cards, mortgages, student loans, etc.) to fund their lives. Join us as we explore the stats around debt in America and discuss how to be strategic with debt.
Join us for a very special episode where Matt and Kelly discuss the US tax system and how we can be tax-wise with our finances. Taxes impact nearly every area of your financial picture!
In 2 Corinthians 9:7, the apostle Paul wrote, "God loves a cheerful giver." Join us as we explore the nuts and bolts of how we can be generous with time, talents, and treasure!
When you hear the word "Capital," what meaning comes to mind? For most people, it's money-but it can mean so much more. Any investable resource can be capital, join us as we discuss the 5 Capitals, values-based investing, and exploring your core values!
Everyone has opinions regarding finances, let us help you cut through the noise to find the facts.
Without consultation, plans are frustrated; But with many counselors, they succeed.
Throughout Season 1, we covered each financial concept separately. Join us as we begin Season 2, where we share how to see your financial situation holistically. Future episodes will focus on different stages that people experience and how to prioritize needs, wants, and wishes for each stage.
1. Early Career
Every stage offers new challenges. Listen regularly to build your understanding and learn how to make wise decisions throughout your life!
In Season 2, episodes will focus on different stages that we experience in life. Join us to explore how to prioritize needs, wants, and wishes for each stage.
As we often do in our conversations, Matt and Kelly went on a tangent! Explore a few financial fun facts as well as learn some helpful information in our first Sidebar Episode. We'll return to the next stage, Mid-Career, in Episode 16. Every stage offers new challenges. Listen regularly to build your understanding and learn how to make wise decisions throughout your life!
Considerations for Married Couples
Considerations for a Home Purchase:
Considerations for a new promotion:
October is Cybersecurity Awareness Month. Join us as we walk through how to protect yourself from scams, share the most common scams, and what to do if you find yourself a victim of identity theft or scams.
What should you consider when repaying your student loans?
What issues should I consider when having or adopting a child?