Jenna Fogleman Saifi is here to break down how a Like-Kind Exchange can help investors defer capital gains taxes when selling investment property. Together we'll cover the essentials, from what a 1031 exchange is and who qualifies, to what types of property are eligible and the strict timelines investors must meet. Listen in for a deep dive into a widely known but often misunderstood topic.

Strong boards build strong nonprofits. In this episode, Katie Eaves joins us to break down essential governance practices every nonprofit board should follow. Tune in for a practical look at what good governance really means.

Katie Eaves is back to unravel the basics of a nonprofit. We'll break down the different legal entities a nonprofit might structure as, plus what it means to have tax-exempt status. We'll also dive into the role of a board and what makes a strong board member. Jump in as we cover everything you need to know before taking a seat at the board table.

It's not just binders and pens, getting ready for back to school often includes new outfits, fresh kicks, and stocking up the school lunch account. Let's talk about the real cost of sending kids to school in the fall and some tips and tricks to spread the spending out across the summer.

Katie Eaves, of the Eaves Firm, joins us for the final episode of our Life Changes series. In this episode, we take an honest look at the complexities of widowhood, including the “widow’s penalty”  and survivor benefits - and resisting pressure from the "casserole ladies".  Whether you're supporting someone through loss or facing it yourself, we're here with insight on what to consider when losing a spouse.

Mary Schneider, partner of Miller, Butler, Schneider, Pawlik and Rozzell PLLC, is here to give guidance on a complicated and difficult life change - divorce. As both a mediator and an attorney, Mary shares her thoughts on how to avoid the judge making the final say on your assets (spoiler: mediation) and how the five stages of grief show up as you work through the "death" of your marriage. Plus, we'll cover the tricky topics of alimony and child support. Tune in for what you need to know if you're navigating this process, or helping a friend get through.

Kate Verkamp, financial advisor with Arvest Wealth Management is back to share her perspective on the real costs of becoming a parent. We'll also dig into the invisible workload for moms, tax breaks for dependents, and smart savings accounts like 529s to help you prepare financially for parenthood.

In the next episode in our life changes series, we're again joined by  Kate Verkamp, financial advisor with Arvest Wealth Management to explore the the financial side of getting married—from joint accounts and splitting expenses to tax implications and money conversations every couple should have. Plus, we'll discuss getting married later in life, including what happens when adult children and inheritance planning come into the picture.

In this empowering episode, we're joined by Kate Verkamp, financial advisor with Arvest Wealth Management to kick off a series on life changes. In this episode, we're focusing in on the messy, beautiful, and often unexpected journey of career transitions. We'll talk our craziest transition stories, and then get into the real-life logistics of severance, unemployment, and transferring benefits. 

We're back with another candid conversation with Bianca Montoya of Fuss Consulting to get to the heart of how to market yourself. Whether you're interviewing for your next job, or looking to start a service-based business, Bianca gets real on finding your identity and using authenticity to build your personal brand.