Episodes
Build a Summer Spending Plan That Lets You Spend Without Regret
How to enjoy summer, spend on purpose, and avoid the August credit card regret spiral
Why Your Budget Keeps Failing — And the Automatic System That Actuall…
How to stop tracking where your money went and start building a budget system that tells your money where to go.
What Is a Roth Conversion — And How Can You Do It Wrong?
How Roth conversions work, when they might make sense, and the mistakes that can turn a smart tax strategy into an expensive surprise
The Tax Strategy High Earners Are Missing: How to Stop Playing Defens…
How business owners, investors, and high-earning W-2 employees can think more strategically about taxes before tax season hits.
Before Summer Gets Expensive, Do This Money Reset
How to figure out what’s actually safe to spend before summer gets expensive
Why Your Money Keeps Disappearing Even When You’re Not Being Irrespon…
Why your money keeps disappearing even when you’re not being irresponsible — and how to find the spending leaks hiding in plain sight.
Stop Letting Tax Mistakes Quietly Slow Down Your Wealth
How Tax Avoidance Can Quietly Keep You From Building Wealth
Why Making More Money Still Isn’t Making You Feel in Control
Why your money still feels messy even when your income looks good
Start Investing This Year Without Overthinking Every Decision
How to stop overthinking investing, build your starter path, and finally put your money to work
Your Spending Doesn’t Match Your Values—Here’s How to Fix It
How to align your money with what matters most and stop spending on autopilot
What to Do After You File Your Taxes: 5 Smart Money Moves to Make Now
How to review your tax return, adjust your withholding, and build a strategy so next April isn’t a financial surprise
Why You Keep Repeating the Same Money Mistakes (And How to Break the …
Understanding financial stress, emotional spending, and the hidden patterns that keep you stuck with money
Don't Buy That Investment Just Because You Heard About It on a Podcast
Why following “hot tips” can quietly derail your portfolio—and how to build a strategy that actually fits your life
Are You Being Too Hard on Your Money?
Why your relationship with money may be keeping you stuck
Taxes for Humans: How to Stop Feeling Confused, Intimidated, and Behi…
How to understand your taxes, find the right accountant, and stop treating tax season like an emergency
Tax Mistakes High Earners Make (That Cost You More Than You Think)
The small tax mistakes high earners make that quietly increase your tax bill year after year
Financial Systems That Make Life Easy: How to Organize Your Money Wit…
The simple automation setup that pays your bills, builds savings, and removes daily money anxiety
Why Financial Independence Is About Power—Not Just Money with Eleanor…
How women build financial power, protect their independence, and stop second-guessing their next mov
Financial Advisor vs Financial Planner vs Money Coach: Who Do You Act…
A clear guide to financial advisors, planners, coaches, therapists, and CPAs so you can choose the right help with confidence
RE-RELEASE: You're Not Bad with Money- You're Bad at Talking About it
Episode Re-release. We had tech issues on the first release and this info is too good for you not to hear! Talking about money shouldn’t feel like emotional CrossFit, but for most of us it does. In this episode, Shari breaks ...
Where Did My Money Go? The Hidden Expenses Draining High Earners
Why budgeting harder isn’t the answer—and how to finally see where your money is actually going
Why Budgeting Fails for High Earners (And Why Your Money Still Feels …
The real reasons your spending feels chaotic and the framework that brings clarity
The Future of Personal Finance: How AI Will Change Credit, Advice, an…
How Experian’s Dacy Yee thinks technology will reshape credit, access to financial advice, and the way we manage money.
Designing Your Next Chapter: The Financial Moves That Make It Possible
You’ve stabilized your money. Now it’s time to aim it at the life you actually want.