In this episode we explore how emotions and mental accounting quietly influence everyday financial decisions. Through relatable examples and practical tips, Karen and Nick break down why we spend, save, and invest the way we do—and how small mindset shifts can lead to better long-term outcomes.

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Retirement planning is changing fast—and 2026 is shaping up to be a pivotal year. In this episode, we break down eight key retirement trends, from emergency savings and automation to financial wellness and flexibility, and explain what they actually mean for your money. Whether retirement feels far away or right around the corner, you’ll walk away with practical insights you can use today.

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More people are working independently—and that means retirement planning looks different than it used to. In this episode, we share practical tips for gig workers, freelancers, and influencers on saving for retirement with variable income, including how to budget, automate savings, and choose between options like SEP IRAs, Solo 401(k)s, and IRAs. Learn how to make retirement savings a sustainable part of your business plan—no traditional paycheck required.

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You don’t need to have everything figured out to start saving for retirement. This episode walks through retirement planning basics for early‑career professionals, showing how easy it can be to get started, stay flexible, and build confidence in your financial decisions.

Resources

Investor Profile Questionnaire

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In today’s episode we talk with Elizabeth Myers to explore how caregiving is reshaping financial wellness for employees and employers alike. Elizabeth shares data-driven insights on the rising pressures facing modern families, as well as the measurable benefits employers see when they invest in caregiver support programs.

2025 Modern Family Index

Benefits Decision Makers Survey

Undervalued and Overloaded Study

Texas Case Study

KPMG - The Great Exit

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In this episode, we talk with Kevin Merrow, President of ADP Strategic Plan Services, LLC, to explore the evolving role of alternative assets in 401(k) plans and why disciplined rebalancing remains critical in volatile markets. Kevin also shares insights on how asset managers are leveraging AI to enhance investment decision-making and portfolio outcomes.

Divorce brings big emotions and even bigger financial questions, so we’re unpacking the key concepts that can make the process feel more manageable with Kristen Leonard, managing attorney at Collins Family & Elder Law Group. We explore retirement splits, expenses, documents, and the details that tend to surprise people most.

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Divorce can completely reshape your financial picture, and CDFA Cristina Waingart Gerrald joins us to break down what to expect—especially when it comes to budgets, income changes, and retirement planning. She walks us through the key steps, tools, and team members that can help create stability during a difficult transition.

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