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#23 Cheapest Is Not Always Best Thumbnail

#23 Cheapest Is Not Always Best

In this episode, Emily tells the story of working in a hardware store where customers who bought the cheapest hammer invariably returned to buy the nicer, costlier version. Emily and Amanda go on to dive deeper into how to evaluate the true cost of what we buy. They discuss how the concept applies to investments, and cover the pros and cons of indexes versus using more active investments. Sometimes what’s “cheap” ends up costing you more.

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#21 Practical Estate Planning Thumbnail

#21 Practical Estate Planning

Emily & Amanda get into the practical side of estate planning. We know most Americans don't have their affairs in order, but where can you start? They discuss easy and practical steps you can take today to begin the process. Listener question! In this episode we answer: "How much life insurance do I need?"

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#20 The Taxes They are A-Changing Thumbnail

#20 The Taxes They are A-Changing

In this episode, advisor Danielle Woods joins Emily and Amanda to discuss the new tax and retirement-savings law called SECURE ACT 2.0 passed in December of 2022. Find out how these new provisions impact your savings and tax-planning strategies.

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#19 Six Money Habits to Break Thumbnail

#19 Six Money Habits to Break

In this episode, Emily & Amanda discuss six money habits to break in 2023: 1. Constantly checking your portfolio's value 2. Downplaying the risk of cybercrime 3. Making minimum payments on your credit card 4. Procrastinating on your taxes 5. Putting expenses on autopilot 6. Postponing joy

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