Episodi

  • Taxes: Ready or Not?

    Taxes: Ready or Not?
    Jan 24 2026
    As the 2026 tax filing season officially kicks off, this episode provides a comprehensive checklist to help you determine if you are truly prepared to face the IRS. We break down the most significant tax code changes from the past year and highlight common pitfalls that lead to audits or missed refund opportunities. Tune in to learn how to organize your documentation now so you can file with confidence and maximize your after-tax wealth.
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  • Things You Don't Know about Roth-TSP Conversions

    Things You Don't Know about Roth-TSP Conversions
    Jan 17 2026
    This episode dives into the often-misunderstood world of Roth-TSP conversions, uncovering the critical details that federal employees and service members frequently overlook. We break down the complex tax implications of shifting traditional funds to Roth and explain how the "five-year rule" can unexpectedly impact your access to tax-free earnings. Join us to learn how to strategically time your conversions to maximize your retirement wealth while avoiding common pitfalls that could cost you thousands in unnecessary taxes.
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  • Planning for Divorce

    Planning for Divorce
    Jan 10 2026
    This episode navigates the complex and often overwhelming financial landscape of ending a marriage, emphasizing the need for a clear roadmap before the process begins. We break down the essential tactical steps, from accurately inventorying marital assets and debts to understanding the long-term tax implications of various settlement options. Finally, we discuss how to transition from emotional decision-making to a strategy-led approach that secures your post-divorce budget and ensures your future financial independence.
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  • Blowing the Dust Off of Your Financial Goals

    Blowing the Dust Off of Your Financial Goals
    Jan 3 2026
    In this episode, we explore how to reconnect with the long-term ambitions that may have fallen by the wayside during the chaos of daily life. We provide a step-by-step framework for auditing your current progress and adjusting your strategy to reflect your evolving values and priorities. Tune in to learn how to revitalize your momentum and turn those dormant dreams into an actionable financial roadmap for the year ahead.
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  • The Christmas Hangover (sleeping off the spending spree)

    The Christmas Hangover (sleeping off the spending spree)
    Dec 27 2025
    The holiday lights are down, but the credit card statements are just starting to arrive, leaving many with a serious case of financial fatigue. In this episode, we break down practical strategies to triage your post-December debt and reset your budget without feeling deprived. Learn how to turn your "spending hangover" into a sober plan for financial recovery so you can start the new year on solid ground.
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  • Give Your Future Self a Raise

    Give Your Future Self a Raise
    Dec 20 2025
    In this episode, we explore the powerful concept of prioritizing your future financial security by making small, strategic adjustments today. We discuss how incremental increases in savings and the benefits of compounding can lead to a significant boost in your long-term retirement income. Join us as we share actionable mindset shifts and planning techniques designed to help you "pay yourself first" and build a more prosperous tomorrow.
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  • Year-End Financial Checklist

    Year-End Financial Checklist
    Dec 13 2025
    This episode provides your comprehensive Year-End Financial Checklist to ensure you maximize benefits and minimize taxes before the clock runs out on December 31st. We walk you through critical action items, including maximizing retirement contributions, strategically harvesting capital losses, and completing flexible spending account (FSA) utilization. Tune in now to ensure you're positioned for the best possible financial start to the new year.
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  • Smoothing Ruffled Feathers Over the Holidays

    Smoothing Ruffled Feathers Over the Holidays
    Nov 29 2025
    This timely episode addresses the common holiday stress of dealing with money-related disagreements and tricky financial conversations with family members. We provide actionable strategies for navigating sensitive topics, such as splitting costs for gatherings or discussing inheritances, without creating tension or conflict. Learn how to set healthy financial boundaries and keep the focus on fellowship, ensuring your holiday season is defined by cheer, not arguments over the budget.
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