170: Stop Trippin’
05/26/2024
170: Stop Trippin’
Three quarters of Americans are stressed about their personal finances. Many of us should be. But there are also many people with significant financial resources who are stressing themselves out for no reason. On this week’s show, we will walk through the steps of easing your financial stress so tha
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169: Financial Literacy to Financial Fluency
05/19/2024
169: Financial Literacy to Financial Fluency
Studies show that people with low levels of financial literacy are 5x more likely to have insufficient emergency savings, 6x more likely to live check-to-check and 3x more likely to lack confidence in their retirement income prospects. On this show, we will quiz you on the “P-Fin” test to ensure you
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168: All The Treadmills
05/12/2024
168: All The Treadmills
Last week we discussed “the tuition treadmill” which is the idea of running on an endless treadmill of paying tuition for multiple kids. We are finishing that conversation today, but we are also going to talk about two other treadmills: the work treadmill as well as the health treadmill. This show t
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167: The Tuition Treadmill + The New FAFSA
05/05/2024
167: The Tuition Treadmill + The New FAFSA
There are more than 1 million families with multiple kids in college at the same time. For many of us, paying tuition feels like a treadmill that will never end. In this week’s show, we give you strategies for managing college costs, and we also break down how the new and improved FAFSA works. Spoil
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166: The Questions
04/28/2024
166: The Questions
As financial advisors, we get a lot of questions… Is the economy heading towards a recession? When will the Fed cut interest rates? What’s happening in the stock market?  On this episode, we will answer those questions. But more importantly, we will give YOU a list of questions that you must answer
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165: The Sista Tax
04/21/2024
165: The Sista Tax
After a long break, we are back! There has been lots of talk this week about the pay disparity between WNBA players and NBA players. Despite dazzling the country in the NCAA Women’s Basketball Championship, Caitlin Clark will earn less than $80,000 per year, while NBA players will earn more than 200
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164: Mortgage Madness
03/03/2024
164: Mortgage Madness
Most people are getting excited about "March Madness" but what we're seeing and hearing about even more is mortgage madness. Reports shows that a lot people are out here refinancing mortgages right now even though they're going to end up with a considerably higher interest rate. On this episode, we
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163: It's a Miracle... I Hit the Jackpot!
02/25/2024
163: It's a Miracle... I Hit the Jackpot!
Have you heard the story about the Uber driver who won the lottery and was still driving Uber? Well, we have and we know it firsthand. On this episode we talk about what happens when you actually hit the lottery, the Powerball, the MegaMillion? How much money do you get, when do you get it, who shou
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162: Allan was Wrong!
02/18/2024
162: Allan was Wrong!
In the past 30 days, Allan and Tiffany have bought 2 cars: one for their business and one for Allan’s family. In times past, Allan was adamant about the "proper" way to buy a vehicle, even though his thoughts were very different from Tiffany's. It turns out, after these two new car purchases, Allan
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161: Friends... How Many of Us Have Them?
02/11/2024
161: Friends... How Many of Us Have Them?
What happens when one friends starts making considerably more--or less--than the rest of the friend ground? Do you feel like you have to change your friends as your financial situation changes? Did you get married, get a promotion, get laid off, have a baby, or some other financial milestone, and no
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160: Why Should White Guys Have All the Fun: Byron Allen Edition
02/04/2024
160: Why Should White Guys Have All the Fun: Byron Allen Edition
First, it’s Black History Month and we couldn't be more excited! Second, Byron Allen is in the news this week for offering to buy Paramount Global for $14.3 billion dollars. People may recall that he also attempted to buy BET Media group for $3.3 billion just a few months ago. This reminded us of Al
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159: Market Update: Wipe Me Down
01/28/2024
159: Market Update: Wipe Me Down
Every so often we have to get serious and talk financial markets. What has (really) happened, what is going on right now, and what we think is on the 2024 horizon. On this episode we talk about the ever-elusive recession, declining interest rates, the recall of inflation, and why 2023 was the year o
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158: Mo' Money, No Problems
01/21/2024
158: Mo' Money, No Problems
It’s that time of the year when raises, bonuses, or promotions start to happen and you are on track to make more money in 2024 than you did in 2023. What should you do to make the most of this financial increase? On this episode, we teach you how to ensure this new money--no matter how big or small-
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157: Triumph Over Tragedy
01/14/2024
157: Triumph Over Tragedy
Allan’s childhood friend died last week and the family has to do a GoFundMe to cover necessary expenses. On this episode we highlight some of things to do, now, to make sure your family is prepared for when there is an emergency and/or loss of a loved one.
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156: The Katt Williams School of Business
01/07/2024
156: The Katt Williams School of Business
All everyone is talking about is Shannon Sharpe’s interview of Katt Williams on "Club Shay Shay", which racked up over 22 million views in just a few days. Well, we have decided to join in on the conversation. While there may have been some mudslinging and a few tall tales mixed in to the interview,
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155: Kwanzaa for Christmas
12/25/2023
155: Kwanzaa for Christmas
We all know how much Tiffany loves Christmas. Well this year in addition to celebrating Christmas, she will also be celebrating Kwanzaa for the first time. On today's episode, we will talk about how you can celebrate both. Not just for one day but, all year long. We also highlight how both are close
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154: The (Wildly Common) Untold Stories of Financial Triumph
12/17/2023
154: The (Wildly Common) Untold Stories of Financial Triumph
What does it take to become wealthy and financially triumphant? This may seem like a really complex question to answer but we know firsthand that it is not. On this episode we share several true stories of triumphant financial success that we see every single day in the Black community. And the unde
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153: Wildin' Out: Common Life Mistakes That Will Cost You
12/10/2023
153: Wildin' Out: Common Life Mistakes That Will Cost You
You've almost made it to the end of the year and we're sure you've made some common, innocent mistakes that have cost you financially. Don't feel bad, we all do it. On this episode we are recounting true stories and sharing common life mistakes that eventually cost you big later down the road. Some
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152: Am I Rich?
12/04/2023
152: Am I Rich?
So many people have the goal of being rich but do you know what dollar amount defines if you are rich or not? Do you know how to actually become rich? Do you know the difference between rich and wealthy? On this episode we help you determine if you are rich or not. We also talk you through what it m
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151: Thankfulness, Testimonies, Gratitude & Miracles
11/26/2023
151: Thankfulness, Testimonies, Gratitude & Miracles
As we move through Thanksgiving and officially into the holiday season, we break away from our traditional content to discuss how thankful we are for all that we have and all there is to come. On this episode, Allan and Tiffany reflect on what being thankful really means to them, what they are truly
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150: The Money Date
11/12/2023
150: The Money Date
Are you newly in love and/or ready to move-in with your partner? Are you at the beginning of a serious relationship and you want to take it to the next level? Well that means it's time to talk about money and (potential) joint wealth building. On this episode, we highlight what it means for your wea
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149: That Ain't All Your Money
11/05/2023
149: That Ain't All Your Money
It's easy to get excited when you get a pay raise, receive an inheritance, win a prize, get great returns on an invest, or even "make a little extra money on the side." But did you know, that ain't all your money? On this episode we talk about how taxes impacts every single dollar that you touch—whe
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148: End of the Year Planning
10/29/2023
148: End of the Year Planning
You may not want to hear it but the end of the year is approaching. Which depending on your situation could include: figuring our whose cooking for Thanksgiving, holiday gift shopping, and "cuffing season." While one or more of those scenarios may be on your list we have a few financial checklist it
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147: Battle of the (Financial) Sexes
10/22/2023
147: Battle of the (Financial) Sexes
When it comes to financial matters, men and women do things very differently. But how differently--and why? While we know that individuals vary widely in their financial behaviors and attitudes, studies have shown that there are some major differences between men and women and how they manage their
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