Épisodes

  • Structure: Even Coaches Need Coaches

    Structure: Even Coaches Need Coaches
    Nov 15 2025
    This episode explores the critical role of professional structure and accountability in financial success, arguing that even expert financial advisors need guidance. We discuss the value of having an outside coach, mastermind group, or mentor to challenge assumptions and push growth in your business or personal wealth strategy. Tune in to learn how to identify the right "coach" for your needs and implement systems that drive consistent, high-level performance.
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  • Fitness and Finance in an AI World

    Fitness and Finance in an AI World
    Nov 8 2025
    This episode explores the fascinating intersection of artificial intelligence, personal fitness, and your long-term financial health. We analyze how AI-driven health and wellness tech, from personalized nutrition apps to wearable devices, is changing consumer behavior and creating new investment opportunities. Tune in to understand the future of the quantified self and how these advancements might impact your medical costs, insurance premiums, and overall financial longevity.
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  • Letting Go of the Uncontrollables

    Letting Go of the Uncontrollables
    Nov 1 2025
    In this essential behavioral finance episode, we dive into the psychological freedom of differentiating between the financial factors you can control (like savings rate and fees) and the ones you can't (like market volatility and interest rates). Learn how to identify and avoid the emotional biases, such as panic selling, that derail long-term success when headlines are screaming about the uncontrollable. We provide actionable, Zen-like strategies to help you tune out the noise, stick to your plan, and find confidence in focusing only on the levers you can actually pull.
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  • Financial Planning and Year-End Checklists

    Financial Planning and Year-End Checklists
    Oct 25 2025
    Maximize your financial health before the ball drops with our essential year-end checklist, covering everything from tax-loss harvesting to Roth conversions. We break down the time-sensitive actions you need to take now to optimize your retirement accounts, lower your tax bill, and rebalance your portfolio. This episode provides a quick, actionable guide to wrap up your financial year strong and set the stage for a prosperous new year.
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  • Controlling the Controllable's During a Shutdown

    Controlling the Controllable's During a Shutdown
    Oct 11 2025
    Facing a government shutdown means a sudden loss of income, but you can take immediate action to protect your finances. This episode guides furloughed and excepted employees through creating a bare-bones budget and prioritizing essential bills. Learn how to proactively communicate with creditors, access special financial assistance programs, and make smart decisions about using emergency funds or tapping retirement savings as a last resort.
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  • Government Shutdown, Charlie Kirk and Why Jeff is Kind of a Big Deal

    Government Shutdown, Charlie Kirk and Why Jeff is Kind of a Big Deal
    Oct 4 2025
    This episode dissects the financial impact of a looming or active government shutdown, providing listeners with strategies to protect their portfolios and personal finances. We take a moment to honor the life and mourn the passing of Charlie Kirk, reflecting on his legacy and influence on political and economic discourse. Finally, we explore why a key member of our team, Jeff, is kind of a big deal, and how his expertise can guide you through these uncertain economic times.
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  • The Passion of Pilates

    The Passion of Pilates
    Sep 20 2025
    This episode explores the financial side of turning a passion for fitness into a profitable business. Whether you're a Pilates instructor dreaming of opening your own studio or a client curious about the industry's economics, this episode will provide a comprehensive look at the money behind the mat.
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  • The Impact of Knowing Your Strengths

    The Impact of Knowing Your Strengths
    Sep 13 2025
    This episode explores the powerful intersection of personal strengths in both fitness and finance. We’ll discuss how identifying your natural talents and tendencies can help you build a more effective workout routine and a smarter financial plan. Discover how leveraging your unique strengths can lead to greater discipline and more sustainable success in both your physical and financial health.
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