Too many people assume homeownership is out of reach, so they keep paying rent month after month while someone else builds equity. Homebuyer educator John Collins pulls back the curtain on little-known programs, grant-stackin...
If you’ve ever felt stuck between knowing what to do and actually doing it, this conversation is for you. Agi Keramidas joins us to unpack the major themes of Personal Development Mastery, with practical wisdom on purpose, em...
If taxes make you tense, it’s usually not the math—it’s the mess. Linda Grizely (personal finance educator and creator of the MeMoney™ Method) breaks down exactly what to collect, how to sort it, and how to stop second-guessi...
The most expensive mistake in long-term care planning is waiting until you need care to talk about it. Drawing on their own caregiving experience, Bonita & Raymond Lavine break down the choices families actually face—home car...
The future of financial advice is shaped by a rising cohort of women advisors who blend technical skill with coaching, clarity, & accountability. In this conversation, Claudia Glover, CFP, breaks down how planning is evolving...
Getting downsized late in your career can rattle your identity, your confidence, and your plan—David Nassief lived it. He shares how he stripped away the jargon, changed his behavior, and used a one-page direction map to buil...
What if your next trip could sharpen your money habits and clarify what matters most? Morocco travel expert Azdean Elmoustaquim of Destinations Morocco shares how intentional travel cuts planning stress and increases the real...
What if the real reason you overspend, avoid your bank account, or stay stuck isn’t about discipline—but about old wounds? Doug Lynam (Marine → Benedictine monk → money manager) unpacks how “Sacred Wounds” quietly drive our m...
What if your greatest financial legacy is the wisdom you share? Young financial planner & podcast host Skyler Fleming joins Bonita to help grandparents & parents teach the next generation how to thrive with money. Using simpl...
Scammers are getting smarter! Robert Siciliano, CEO of Protect Now & a go-to experts on cybercrime & identity theft, breaks down how criminals actually operate & what you can do to shut them down. You’ll learn to recognize re...
When a marriage ends—through divorce or death—you are suddenly forced to make financial decisions you never expected. In this episode, our financial advisors walk through the core money principles that help widows & divorcees...
If you’ve wondered whether you should claim early “just in case,” or you’ve felt overwhelmed by shifting taxes, rules and headlines, you’re not alone. Bonita & guest Marcia Mantell—known for turning technical retirement conce...
What do you do when you’ve tried everything, your body is failing, and you’re preparing to say goodbye? Antoinette Lee shares how she rebuilt her health and identity through natural medicine, outdoor recreation, and the decis...