Wade Through It All

Teaching kids about money doesn't have to be complicated. In this episode, we discuss how to introduce healthy money habits at every age, encourage thoughtful financial decisions, and build confidence instead of fear...

We all have beliefs about money, but not all of them serve us well. In this episode, we discuss common money beliefs that can quietly hold us back, from waiting to save until we earn more to chasing headlines, trying to...

Dr. Jeffrey Roach, Chief Economist at LPL Financial, returns to Wade Through It All for our 2026 Midyear Market Outlook. We discuss the state of the U.S. economy, inflation, interest rates, the AI-driven market rally...

In this episode, we explore the three most common financial personalities: spenders, savers, and avoiders. Through personal anecdotes and a fun live quiz, we discuss how these tendencies shape financial decisions...

Building a successful business is one thing. Planning for what comes next is another. Dena Jalbert and Lori McLane of Align Business Advisory join us to discuss scaling a business, increasing its value, and preparing...

In this episode, we’re walking through ways to declutter and organize your financial life. From reviewing budgets and subscriptions to updating beneficiaries, insurance coverage, savings goals, and investment accounts...

When the market gets volatile, it is not just about numbers. It is about behavior. In this episode, we walk through why downturns feel so uncomfortable and how emotions can quietly derail even the best financial plans...

In this episode, we explore the mindset and habits that often define true wealth, inspired by ideas from The Millionaire Next Door. Contrary to what many people think, most millionaires live modestly, prioritize saving...

In this episode, we sit down with Helen Kakouris, CPA, to talk about what it really looks like to build and scale a business from the ground up. From launching Tentho to navigating its acquisition and stepping into her...

In this episode, we discuss how to protect your identity and your money in today’s digital world. From common risks to simple habits like multi-factor authentication and account monitoring, we walk through ways to stay...

In this episode, we break down the role of the Federal Reserve and how it influences interest rates, inflation, and the broader economy. We discuss the history of the Fed, why it was created, and what its decisions...

Beep beep! We’re talking buying cars. Buying a car is a major financial decision and one of the easiest to mishandle. In this episode, we share best practices for purchasing a vehicle, with a focus on planning ahead...

Buying a home is a major financial milestone, and getting the basics right matters. In this episode, we cover the core principles of home buying, including financial readiness, budgeting beyond the mortgage payment, and...

A financial windfall can bring opportunity, excitement, and a lot of pressure. Whether it’s from an inheritance, a business sale, or another liquidity event, sudden wealth requires thoughtful planning. In this episode...

Employee benefits can feel overwhelming, but they don’t have to be. We’re walking through the benefits you’re most likely to see at work and sharing how to evaluate them so you can make confident decisions that support...