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Navigating Your Financial Journey Podcast

What to Expect

Explore the concepts of financial wellness with the PalomarWealth team. Each episode examines a different financial topic with the goal to prepare you for a stronger financial future. Simplifying financial capital to bring you wealth beyond money!

1 Peter 4:10 "Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms."
Episode 1: Introduction

Episode 1: Introduction

Introductory Episode: Learn about the hosts and the Season One lineup!

Episode 2: Budgeting

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!

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Episode 3: Risk Management (Insurance)

Have you covered your potential risks? Take a journey through risk management to lay the foundation for a strong financial future!

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Episode 4: Estate Planning

What happens to your property when you pass away? Understanding how your assets will be distributed is key to your peace of mind. 

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Episode 5: Retirement

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.

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Episode 6.1: Investments Part One

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!

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Episode 6.2: Investments Part Two~Psychology of Investing

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. 

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Episode 7: Education Savings

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.

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Episode 8: Debt

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.


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Episode 9: Taxes

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!


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Episode 10: Charitable Giving

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!


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