Episodes

  • 2024 wrapped

    2024 wrapped
    Dec 31 2024

    A year in review. Happy New Year

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    6 mins
  • Group finances - interview with Joshua Lee

    Group finances - interview with Joshua Lee
    Dec 10 2024

    Financial management within groups
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    29 mins
  • Financial Literacy - Interview with John DeGoey

    Financial Literacy - Interview with John DeGoey
    Nov 26 2024

    John is a portfolio manager, author, and podcast host based in Toronto, Canada. Listen to our conversation on financial literacy and getting you where you want to be.
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    29 mins
  • Stocks, Interest Rates, Elections!

    Stocks, Interest Rates, Elections!
    Nov 12 2024

    A brief overview of what took place with stocks, interest and the election over the last few weeks.
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    8 mins
  • Why Should I Review my Health Insurance Now?

    Why Should I Review my Health Insurance Now?
    Oct 22 2024

    PPO vs HMO

    HSA vs FSA

    What you need to know.
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    8 mins
  • Subscriptions & Streaming Services

    Subscriptions & Streaming Services
    Oct 9 2024

    How to get a handle on what you pay for.
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    8 mins
  • Interview w/ Raul Lomelí

    Interview w/ Raul Lomelí
    Sep 24 2024

    An insight into financial literacy, healthcare, and banking for the 2nd generation immigrant.

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    32 mins
  • September & New Beginnings

    September & New Beginnings
    Sep 11 2024

    What's the correlation between September and new beginnings?
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    9 mins