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Although “financial lifestyle creep” might sound like a lost verse to a Radiohead hit, that’s not actually what we’re talking about on this episode. Shareholder and CPA, Kayce Gerlach, and senior associate and CPA, Shay Casey, offer some solid, not-preachy advice about how to avoid the trap of spen…
It’s that special, magical time of the year! Sure, Thanksgiving, Christmas, New Year’s … those are great. But we’re talking about getting ready for the 2025 tax season! CPA Lori Larson offers five quick-hit tips for individuals and businesses so you can plan ahead now without having to add any extr…
We don’t usually get famous people on the pod (OK, we never get famous people on the pod, even if all of our guests are stars to us), so this episode’s extra exciting. Jenny Schmidt and her wife, Tina, have garnered a huge social media following on TikTok and other platforms. But for this episode, …
It’s episode 42 of the podcast, and for fans of “Hitchhiker’s Guide to the Galaxy,” you know that means this one’s the answer to everything. Fittingly enough, the topic is financial therapy, and it might very well be the answer to everything. Our guest for this episode is financial therapist Rick K…
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