All Episodes
Displaying episodes 1 - 22 of 22 in total
Inflation
Elena Peerson provides an overview of inflation and how it affects you.
Parents & Children: Conversations About Money, Part 2
Colin Clark and Rick Hope continue their discussion about tips on how parents and children can have effective conversations about money.
Parents & Children: Conversations About Money
Colin Clark and Rick Hope discuss tips on how parents and children can have effective conversations about money.
Women & Investing
Colin Clark discusses women and investing with Jean Dunn from T. Rowe Price.
Financial Planning as you Approach Retirement
Colin Clark talks with Jeff Hamblen about how he works with clients as they approach retirement.
Low Interest Rate Environment
Colin Clark discusses the current low interest rate environment with Jeff Hamblen. But first, Jeff starts the show with the story of how his love for the Washington Na...
Asset Allocation 3
In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford conclude their discussion about asset allocation. And...
Asset Allocation 2
In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford continue their discussion about asset allocation. Lis...
Asset Allocation 1
In this special crossover topic podcast, What I Wish I Knew About Financial Planning, Colin Clark and Jay Sanford discuss asset allocation.
5 Ways to Jump Start Your Emergency Savings
Elena Peerson discusses 5 ways to jump start your emergency savings.
Financial Experiments in Quarantine
Elena Peerson discusses different ways the pandemic may change how you view your finances.
Emotions and Your Retirement Savings
Rick Hope discusses keeping your emotions in check with your retirement savings.
Kids & Money
Elena Peerson discusses ideas to help you teach your kids about money.
Tom Talks to His Kids About Stocks and Bonds
Tom Leverone has an entertaining discussion with his 4 young-adult children about stocks and bonds. For some reason, they once again use fake names, but different fake...
Tom Talks to His Kids About Their Finances
Tom Leverone has an entertaining discussion with his 4 young-adult children about their finances. For some reason, they use fake names - we're not sure if it was to pr...
What are my options with an old employer's 401(k)?
Tom Leverone discusses 3 options on what you can do if you have money in a former employer's retirement plan.
The 3 Questions
Elena Peerson discusses the 3 most important questions to answer about your retirement plan.
Financial Wellness - Part 1
In today’s episode, Elena Peerson Arroyo, Charlotte Kanka and Tom Leverone discuss financial wellness. This will be the first of a multi-part series on financial welln...
I need more money now – should I reduce my contributions or stop paying into my 401(k)?
Join Elena Peerson Arroyo, Charlotte Kanka and Rick Hope as they discuss the question: I need more money now – should I reduce my contributions or stop paying into my ...
What should I do with my retirement accounts from previous jobs?
Join Elena Peerson Arroyo, Charlotte Kanka and Rick Hope as they discuss the question: What should I do with my retirement accounts from previous jobs?
What if something goes wrong?
Join Elena Peerson Arroyo, Charlotte Kanka and Rick Hope as they discuss the question: What if something goes wrong?
Will I have enough money at retirement?
In today’s episode, we answer the question: Will I have enough money at retirement?