Episodi

  • New Year, New You (Without the Motivation Trap)

    New Year, New You (Without the Motivation Trap)
    Jan 10 2026
    This episode challenges the typical "New Year, New You" frenzy by focusing on financial strategies that honor who you are right now rather than chasing an idealized, future version of yourself. We break down the "motivation trap," explaining why willpower eventually fails and how to build a budget and savings plan rooted in your authentic habits and current reality. Tune in to discover how embracing your identity today can lead to more sustainable financial success and a more peaceful relationship with your money in the year ahead.
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  • Finance Lessons in Christmas Movies

    Finance Lessons in Christmas Movies
    Dec 20 2025
    In this festive episode, we look at the hidden financial takeaways found in some of the most beloved holiday classics. From Buddy the Elf’s transition into the workforce to the chaotic consequences of the McCallister family’s travel mishaps and Clark Griswold’s reliance on a year-end bonus, we analyze the real-world money lessons behind the movie magic. Join us as we break down how these iconic stories can help you avoid common pitfalls and plan for a more secure financial future.
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  • High-Performance Leadership for a High-Value Retirement

    High-Performance Leadership for a High-Value Retirement
    Dec 13 2025
    This episode welcomes leadership expert and author Sean Patton to explore how adopting a high-performance leadership mindset is the key to achieving a high-value retirement. We discuss how the disciplined decision-making and strategic goal-setting used in business can be directly applied to managing your personal financial plan and investment portfolio. Tune in to learn how to proactively lead your own financial future to secure the retirement lifestyle you truly desire.
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  • Preparing for 2026

    Preparing for 2026
    Dec 6 2025
    This essential episode provides a comprehensive guide to help you start your financial planning for the year 2026. We break down anticipated changes in tax laws, retirement contribution limits, and key economic trends you need to monitor to optimize your strategy. Tune in now for actionable steps to update your budget, rebalance your portfolio, and position yourself for a successful and prosperous new year.
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  • From Thanksgiving to Year-End

    From Thanksgiving to Year-End
    Nov 29 2025
    This episode provides a crucial financial roadmap, guiding you through the often-turbulent spending period From Thanksgiving to Year-End. We break down actionable strategies for managing holiday budgets, maximizing charitable giving deductions, and leveraging year-end benefits like Flexible Spending Account (FSA) funds. Tune in to finish the year strong with smart money moves that will position you for a successful and less-stressed start to the new year.
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  • Thanksgiving

    Thanksgiving
    Nov 22 2025
    With the Thanksgiving holiday officially kicking off the end-of-year season, now is the perfect time to set yourself up for financial success in 2026. This episode lays out seven practical, actionable steps that you can implement right now. Tune in to transform your holiday reflection into clear financial action and ensure your portfolio and budget are optimized for the new year.
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  • Your Year-End Retirement Checklist

    Your Year-End Retirement Checklist
    Nov 21 2025
    In this Networking Arizona interview, Shawna & Carol Blonder share smart year-end retirement strategies, from Social Security timing to tax planning, RMD tips, and income protection. Discover practical steps to strengthen your retirement plan before the year ends.
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  • What the 2026 COLA Numbers Mean for You

    What the 2026 COLA Numbers Mean for You
    Nov 8 2025
    The official 2026 Cost-of-Living Adjustment (COLA) for Social Security has been announced at 2.8%, but the real impact on your monthly budget is a far more complex equation. This episode breaks down the new adjustment, analyzing how this relatively modest increase translates to an average of about $56 extra per month for the typical retiree. We also detail how the rising cost of Medicare Part B premiums will likely consume a significant portion of that raise, and what you can do to adjust your budget and protect your retirement purchasing power in the year ahead.
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