Insurance premiums are one of the largest household expenses after taxes. In this episode, we discuss the correct purpose of insurance, the different types that are prudent for a family to carry, and ways you can lower your premium while still having rock-solid coverage.

This episode explores the softer side of retirement planning that many people don't fully consider. Transitioning from daily work to retirement can bring changes to one's identity and purpose, social connections, mental and emotional health, lifestyle and routine, and spousal relationship dynamics. We discuss many of the benefits -- and pitfalls -- we've learned through professional experience.

An estate plan is not something you do for yourself. It's something you do for your loved ones. But a well-crafted estate plan is an important component of a comprehensive financial plan.

This is an easy to understand discussion of wills, trusts, and powers of attorney that make up the estate plan, as well as the purpose and role of the executor, grantor, trustee, and beneficiary.

Financial scams through the ages. How they have evolved, ways you can protect yourself, and where to report fraud when they occur.

A discussion of the deep psychological feelings and emotions that money evokes. This includes strategies and applications to help overcome negative biases and take advantage of the positive vibes.

Financial conflict is often sited as one of the main reasons for divorce in the United States. In this show, we tackle the highly sensitive topic of combining finances during marriage. We discuss the best way to set up bank accounts, how to develop a shared budget, how to treat income/debt disparities, how to plan long-term goals together, and more.

What is behind one of the fastest and sharpest drops of the US stock market, putting the decline in historical context, and investment actions you should take now.

Most people who work with a financial advisor don't have a comprehensive list of specific financial goals. That's ok. A good financial advisor will help draw those goals out of you and incorporate them into the planning process. Here, we discuss many of those common financial goals to help stimulate your thoughts and give you some ideas you can use.

A variety of listener calls start us off then we roll into ways you can enhance marital satisfaction by creating healthy financial habits.

We've all got 'em. From accumulating too much credit card debt, to making large impulse buys, to overspending on a home, or failing to save early enough, financial regret comes in many forms. In this show, we talk about the most common regrets and what you can do to avoid them.