Ep 31: Why is the economy so "weird" right now? - with John McCafferty
Many investors are feeling a disconnect between positive economic headlines and their own financial reality. In this episode, host Michael Liersch talks with financial planner John McCafferty about why today's economic news feels “off” to so many people, given that markets remain strong and unemplo…
Ep 32: How do I balance wants vs. needs in retirement? - with Bruce Smith
Taking a realistic look at your spending can be hard for anyone. But it’s especially important for those in retirement. And for some people who are already retired, those dream post-working years are costing more than expected. So, what can you do about it? Financial planner Bruce Smith talks to ho…
Ep 33: How can women find their financial confidence? - with Ashley Decker
If you’re a woman who doesn’t feel confident making financial decisions, you’re far from alone. According to financial planner Ashley Decker, women often underestimate what they know about money, even if it’s as much as their male counterparts. Ashley wants to help women find their confidence to as…
Ep 34: Is planning different for business owners? - with Elliot Herman
Business owners have enough to manage without taking on their own financial planning, too. In this episode, financial planner Elliot Herman shares guidance he gives his business owning clients—many of whom he has supported from launch through growth and success. He and host Michael Lierschdiscuss t…
Ep 36: Am I diversified, or disorganized? - with Brian Leslie
“Diversification” comes up in virtually every financial planning discussion. But what does it look like, really? To financial planner Brian Leslie, diversification without intention is just fragmentation. In this episode, Brian and host Michael Liersch discuss the ramifications of not reviewing you…
Ep 37: Who needs life insurance? - with Lakeisha Hill
Life insurance can be a sensitive, confusing conversation in financial planning. But for financial planner Lakeisha Hill, it is simply too important to put off. In this episode, Lakeisha shares her personal experiences with life insurance and the heartbreaking challenges she’s seen families face du…
Ep 38: Is there a wrong way to name beneficiaries? - with Rodney Weaver
Naming beneficiaries may feel like simple paperwork, but it’s actually the beginning of a complex process that financial planners wish you knew more about. In this episode, Director of Estate Planning Rodney Weaver is in the studio talking with host Michael Liersch about what can happen if you don’…
Special Episode: Talking Financial Mistakes with Michael Liersch
At the end of every conversation, we ask financial planners, “What’s the biggest mistake people are making with their money?” This week’s episode is a special compilation of their best insights. And if you recognize yourself in these examples, give yourself some grace. We’re all human, and the firs…
Ep 41: Has funding higher education changed? - with Nefertari Ward
Financial professional Nefertari Ward is who our plannerscall with complicated questions about student loans. And with the changes enacted by the One Big Beautiful Bill, there are *a lot* of questions—and anxiety. In this episode, Nefertari and host Michael Liersch talk about how college became so …
Ep 42: How influential are midterm elections? - with Katie Klingensmith
The only predictable part of midterm elections is how theyraise blood pressures, particularly worries about how the economy will respond. Sprinkle in ongoing attention on oil prices, tariffs, and affordability, and you might wonder what's next for your portfolio in the short term. Chief Investment …
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