Turning 40 has me thinking about the money lessons that actually matter — not the flashy hacks, but the real, sometimes boring, strategies that keep your financial life from falling apart.
In part three of my 40 Money Lessons at 40 series, I’m digging into debt, credit, and protection — the unsexy side of money that quietly saves you thousands.
40 Money L ... Show More
Jun 9
Build a Summer Spending Plan That Lets You Spend Without Regret
Summer has a way of making everyone a little looser with money. Dinners, trips, long weekends, weddings, beauty appointments, beach days, concerts, random Target runs, and that very dangerous sentence: “It’s summer, I’m just going to enjoy it.” And honestly? You should enjoy it. ... Show More
39m 22s
Jun 2
Why Your Budget Keeps Failing — And the Automatic System That Actually Works
Budgeting has a branding problem. For a lot of people, it feels restrictive, shame-filled, tedious, and honestly kind of like financial punishment. But what if the problem is not you? What if the problem is that what you’ve been calling budgeting is really just tracking where you ... Show More
33m 30s
May 27
What Is a Roth Conversion — And How Can You Do It Wrong?
Roth conversions sound smart. Tax-free growth, tax-free withdrawals later, more flexibility in retirement — what’s not to like? Well… the tax bill today. That part. In this episode, Shari Rash, founder of GWA Wealth, breaks down what a Roth conversion actually is, how it works, a ... Show More
43m 40s
Nov 2025
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
Sep 2024
Ask HTM - Smarter Ways to Cut Credit Cards, Unrealized Capital Gains on the 401k, & Jumbo Down Payments #880
Let’s dive into the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guid ... Show More
47m 27s