Getting a big tax refund might feel like winning the financial lottery—but spoiler alert: it’s not free money, it’s a sign you’ve been giving the IRS an interest-free loan all year. In this episode, I’m breaking down the financial reality behind your tax refund and showing you how to flip the script for long-term money power.
We’ll talk about why owing taxe ... Show More
Yesterday
You’re Not Bad With Money—You’re Bad at Talking About It
Talking about money shouldn’t feel like emotional CrossFit, but for most of us it does. In this episode, Shar breaks down why money conversations get so charged—and why it’s rarely about the numbers. You’ll learn the difference between money values and money logistics, how childh ... Show More
39m 52s
Feb 5
Reinventing Your Life, Money, and Relationships with Dani Lynn Robison
There’s a difference between being successful on paper and actually feeling free in your life. In this episode, I’m joined by Dani Lynn Robison, founder and CEO of Freedom Family Investments, for a conversation about money, identity, and the pressure so many women feel to keep pu ... Show More
33m 34s
Feb 3
Money Habits That Aren't Actually About Money
Most money advice tells you to try harder, be more disciplined, or find a better system. But if that actually worked, you wouldn’t still feel stuck. In this episode, Shari breaks down why so many of your money habits have nothing to do with math and everything to do with stress, ... Show More
38m 32s
Sep 2025
I Owe The IRS $5,000 and Have $11,000 of Credit Card Debt — Now What?
This week’s listener, “Beth,” is stuck between tax debt and credit card debt—plus the anxiety that comes when you’re a little bit of a rebel, chasing that nonprofit art life immigrant parents never signed off on. (We see you, Beth!) Mandi shares lessons from her own contractor jo ... Show More
24 m
Feb 2025
CPA Shares Tax Tips to Lower Your 2024 (Yes, 2024) Taxes
2024 may be long gone, but it’s NOT too late to lower your taxes for the previous year. If you have real estate or retirement accounts, you already hold the key to minimizing your taxable income and owing less to Uncle Sam. But how do you do it? We’re sharing 2024 and 2025 top ta ... Show More
43m 33s
Nov 3
The Real Financial Order of Operations - Part 1 of 2
This week we’re tearing apart one of personal finance’s most overused frameworks: the “financial order of operations.”
You’ve heard a version of it before—pay this, save that, sacrifice now, maybe retire someday. The problem? Most of those systems were built by people who either ... Show More
31m 8s
Jun 2025
Everything you need to know about tax
It’s Bryce’s favourite time of year, tax time! As an investor, it can get confusing, particularly if this is your first financial year investing. This episode is your Tax Time essential listen, covering everything you need to know as an investor. Including: Capital gains tax (Wha ... Show More
28m 21s