Jul 31, 2025
Ever notice how you and your partner seem to "think out loud" differently—or not at all?
Our resident therapist expert, Dr. Jennifer Dragonette, is back to talk about how differences in processing and communication styles can shape our relationships (and even our financial decisions!).
You'll hear us share stories...
Jul 24, 2025
I recently spent some time away on vacation, which got me thinking deeply about retirement, purpose, and the ongoing challenge of finding meaning in our everyday lives. While watching some older couples spend hours together on their boats, I found myself questioning not just what they talked about, but also how I view...
Jul 17, 2025
I'm diving into a topic that's been on my mind lately: the idea of "time wealth"—and, just as importantly, "time debt." After coming off a busy stretch like tax season, I often find myself trying to catch up on everything I put on hold, only to realize I'm paying for it in stress, exhaustion, and those lost moments I...
Jul 10, 2025
Ever wonder what really happens when you decide to work with a financial advisor for the first time, especially when life already feels like a full-time juggling act?
I sat down with Marisa Lonic—author, coach, and founder of Mama Work It—to talk about the emotional side of money, career pivots, and raising four...
Jul 3, 2025
We live in a world obsessed with what’s new. The latest tech, the next headline, tomorrow’s market forecast. But beneath all that noise, some things stay the same. And maybe—just maybe—that’s where the real wisdom lies.
Born out of a moment of reflection after a volatile April in the financial markets, I found...