Working from home can be great, but it is easy to get lost, or become invisible, at the home office. Dave discusses ways to stay visible at work and enhance your career path.

After four year of discussing methods to save and invest money, Dave talks about why giving some it away is so important. He believes that philanthropy is the capstone to your financial wellness planning. Giving enriches the lives of others, but your as well. How can this be true? Listen in as Dave lays this all out. Dave and Nic discuss the why, but also the how, to make other lives, and yours, richer through the effective use of a giving plan.

This week, Dave talks about why, how, and when to set up an educational fund; not only for your kids, but for you as well. It only takes some "intentional thinking" and a bit if effort to cover this base for the future of you and your kids.

Dave talks about the first of three additional things to consider on the road to Financial Wellness - Housing! Should you rent or buy? What are some things everyone should consider. Is it cheaper to rent or buy a home? Dave unmasks many of the myths and makes it much easier for each listener to make the decision tatt is right for them.

Almost 4 years ago, Dave described his 5 steps to financial success (Episodes 102 - 110). Since then, the roundtable has revisited these 5 steps several times. But what now? Once you financial house is in order, Dave discusses 3 additional things to consider to make the most of your financial success.

In April, 2018, Dave released one of his favorite shows that discussed fake calls from the IRS. He revisits this show again and even plays a fake on the show. They guys also answer emails about Cryptocurrency, the value of health club memberships, and whether it is better to gift a gift of $1,000,000 or a penny, doubled each day, for a month.

"Side money" is the best because it is extra, not part of your monthly spending and savings plan. What would you do with a little extra money every few months? How would this get you closer to your goal of being financially independent? Dave talks about how to get more "side money" from things such as selling your old, unused stuff and side income gigs. He also checks out a new website, Sidehusl.com by Kathy Kristoff, which is a "one stop" location for all things side hustle and more monthly money.

The Bureau of Labor Statistics reports that 4 million people quit their jobs in April, 2021. Is this a trend? If so, Dave looks at what might be driving this trend and the opportunity it might present for the listeners. Nic drops in for a surprise visit.

Dave revisits the concept of "Financial Independence" and some simple ways to get there as part of your path to financial wellness. The guys also discuss yet another email about student loans and some very interesting comments from a listener.

In this mid year episode, Dave asks listeners if they have met about half of their stated financial goals for the year. He also discusses some of his distractions from his goals this past 6 months. Finally, Dave and Brian discuss a mostly misguided email about student loans.