Episodi

  • Rerun Make Your Retirement Dream Lifestyle a Reality
    Jan 27 2026

    Get ready to rethink your retirement — and actually make it work. We'll walk through how to build a clear vision, face the reality of costs, and bring in the right help so your golden years aren't built on guesswork. Whether you're juggling U.S. investments or a cross‑border inheritance, this is your roadmap to a retirement that fits your life — not a retirement that wears you out.

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    5 min
  • The Real Risk of Inheritance? Rushing the Decisions
    Jan 23 2026

    Are your investments making you money but keeping you up at night? Learn how to build a portfolio that matches not just your goals, but your values. It's time to ditch the guilt, invest with confidence, and feel good about where your dollars are working. Discover how aligning your money with your morals can boost both your peace of mind and your returns.

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    6 min
  • Rerun 3 Steps to Picking the Right Financial Professional
    Jan 20 2026

    Looking for the right financial advisor can feel like navigating a maze, but it doesn't have to be that way. Discover the three key questions that separate advisors who talk at you from the ones who truly get you: learn how to make sure your money is working as hard as you do.

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    5 min
  • Why Values-Based Investing Deserves a Closer Look
    Jan 16 2026

    Feel good about your money — not just your returns. If your investments are making you uncomfortable, it's time to stop ignoring that gut feeling. Learn how to align your portfolio with your values without wrecking your income strategy. Because peace of mind should be part of your financial plan.

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    6 min
  • Rerun Is There a Better Way to Monitor Financial Success than Measuring Your Net Worth
    Jan 13 2026

    Stop obsessing over net worth and start focusing on what really matters for your financial future. Learn how to use simple ratios to keep your mortgage, investments, and education costs in check, and discover why some "assets" might be tricking you. Plus, find out how giving back can pay off in ways money never will.

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    5 min
  • When Success Is Risky: Why Wealth Planning Can't Wait
    Jan 9 2026

    You've built the business, signed the deals, and stacked up the wins — but if your wealth is all on paper, you could be one bad break away from stuck. Learn why financial freedom takes more than success, and how smart planning can turn locked-up assets into real opportunity. It's time to make your money move.

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    6 min
  • Rerun One of the Most Common Side Effects of Receiving an Inheritance Anxiety
    Jan 6 2026

    Getting an inheritance should feel like a blessing — not a burden. But suddenly having money can bring stress, tough choices, and a whole lot of anxiety. Learn how to handle your inheritance with confidence, protect your financial future, and make decisions that honor your loved one's legacy. Plus, discover a simple way to get expert guidance for cross-border finances so you can make the most of your windfall without the worry.

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    5 min
  • Build a Portfolio That Can Handle Anything
    Jan 2 2026

    When the market dips and layoffs start making headlines, most folks freak out — but you don't have to. Learn how smart investors stay calm, protect their cash, and keep their financial plans on track no matter what life throws their way. Discover why liquidity is your secret weapon, how to avoid costly cross-border tax mistakes, and how real peace of mind starts with preparation, not panic.

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    6 min