On this episode of What the Finance, Ali shares some personal stories about how accident insurance can play an important role in a family's financial plan.

In this month's episode, Ali and guest host Lynne Schultz are joined by Sheila Hyland to explore the specific hurdles women encounter in traditionally male industries, and the essential skills for successful career transitions.

In this episode of What the Finance, Sam tackles important financial topics that relate specifically  to women.

On this month's show, Ali and Sam are joined by Ana Lisa Petrella to discuss key considerations when preparing for divorce proceedings and how to help build a strong financial foundation post-divorce. 

In this episode of What the Finance, Ali breaks down some key considerations when looking at the new 529 to Roth IRA conversion strategy.

On this month's show, Ali is joined by Ben Greenfeld and Pat Ellsworth to discuss what happened in markets over the previous year, and what areas to keep an eye on for 2024.

In this episode of What the Finance, Sam gives listeners 6 ideas they can use to start the new year off on a good foot.

On this month's show, Sam and Ali are joined by Nick Holland to discuss how business owners can minimize their tax liability through Qualified Small Business Stock exemption.

In this episode of What the Finance, Ali breaks down how investors can use passive gains and losses to positively impact their tax situation.

On this month's show, Sam and Ali are joined by Dan Zugell to delve into the world of ESOPs. Listen in as they discuss everything from the basics of what an ESOP is, to how it can be used as a tool for business succession planning.