128: Knockin' Boots & Making Babies
05/28/2023
128: Knockin' Boots & Making Babies
Having a baby is one of the most momentous experiences of your life, but it can also be one of the most expensive. Spending money on essentials like housing, childcare, and food, can can add up more quickly than you expect. Especially when there are a lot of additional expenses that no one speaks ab
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127: My Father Died
05/21/2023
127: My Father Died
Since the beginning of this podcast, Allan and Tiffany have openly shared their experiences, mistakes, wisdoms, and the personal relationships that have a lasting impact on who they are today in wealth, business, and friendship. One of those pivotal influences has been Robert "Bruce" Hawkins, Tiffan
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126: Tighten Up
05/14/2023
126: Tighten Up
Whether we're headed towards a recession, you got laid off from your job, or you just want to be more responsible about your spending, you never need a good reason to cut down on your expenses. On this episode, we highlight a variety of ways to tighten your budget and get closer to your financial go
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125: Spring Cleaning & Unclaimed Assets
04/23/2023
125: Spring Cleaning & Unclaimed Assets
It's time for some spring cleaning! But we're not talking about your closet or your refrigerator, we're talking about your old, dusty assets. Often times so many of us move cities or change jobs and leave a litter of old banking and investment accounts in the wind. You stopped receiving statements a
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124: How to Build Wealth at Every Age
04/16/2023
124: How to Build Wealth at Every Age
Whether you think you're too young or too old to start building your wealth, you're wrong. There are several key steps you can take at every age to create financial freedom and security for whatever your heart desires. On this episode we discuss how to start to build wealth at every age with a decad
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123: Is Your Cash App and Other Digital Money Safe?
04/09/2023
123: Is Your Cash App and Other Digital Money Safe?
First there was the collapse of Silicon Valley Bank and Signature Bank. Then Credit Suisse was sold to UBS. And this week, the CEO of Cash App was murdered, prompting many people to speculate if Cash App would be next to go out of business. On this episode we discuss digital wallets and digital curr
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122: Momma I'm a Millionaire
04/02/2023
122: Momma I'm a Millionaire
So many people have the goal of being a millionaire or at least having a million dollars saved in the bank but what does a million dollars really get you? Is it enough for you to leave your job? Will a million dollars guarantee you the ability to "live your dreams"? We have the answer on this podcas
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121: Robbing Peter to Pay Paul
03/26/2023
121: Robbing Peter to Pay Paul
Life happens! You lose a job, have an accident, get a divorce, or expenses just creep up on you and before you know it... you're broke! And when you're at your lowest point, financially, it's very easy to feel completely overwhelmed and have no clue how to start to dig your way out. On this episode
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120: What Happens When the Banks Fail
03/19/2023
120: What Happens When the Banks Fail
Silicon Valley Bank--and Signature Bank--failed over the weekend and now everyone is in a panic. But should they be? On today's episode we not only discuss why these two banks failed but the history of bank failures in the United States and how to protect yourself if this happens at your bank(s) in
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119: My Parents Are Moving In
03/12/2023
119: My Parents Are Moving In
Are you a fan of multigenerational living because of the ability to pool resources and builder a stronger relationship between the grandparents and the grandkids? Or are you a part of the "sandwich" generation who has had to move a parent in due to their failing health or lack of finances, and now y
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118: Are You Buying, Selling or Staying?
03/05/2023
118: Are You Buying, Selling or Staying?
One of the most common steps in building personal--and generational--wealth, is buying a home. And while that's always been a complex transaction to navigate it's only gotten more difficult in today's climate. Interest rates continue to climb. Is it still a seller's market? What about inflation? How
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117: Birthday's and Black History
02/26/2023
117: Birthday's and Black History
Today we celebrate our favorite co-host, Allan Boomer, as we observe his birthday and allow him to take over today's episode and talk about what he loves best: Black history. Today's unconventional episode doesn't talk about finance or wealth management at all but instead, highlights the legacy of B
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116: It's Time to Ask for Help
02/19/2023
116: It's Time to Ask for Help
Everyone makes mistakes when it comes to money--no matter how much or how little you have of it. Yet, money remains one of those common subjects where people never feel comfortable asking for help until it's way too late. On this episode, we discuss why it's so hard to ask for financial help, overco
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115: The Curious Case of Allan's Lost Wallet
02/12/2023
115: The Curious Case of Allan's Lost Wallet
Two weeks ago, Allan lost his wallet outside of his local bagel shop. Within two hours of losing his wallet, all of Allan's accounts were hit with multiple transactions totaling several thousands of dollars in losses. On this episode, we will discuss what to do if your wallet is lost, how to prepare
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114: Quarterly Market Commentary: Beauty & the Beast--and Beyoncé
02/05/2023
114: Quarterly Market Commentary: Beauty & the Beast--and Beyoncé
On this episode we are sharing our proprietary market commentary for the last quarter and our projections for the year ahead. We discuss the blood bath that has taken place in the market but how and why we're optimistic for the year ahead. Tune in to hear what you can expect from your portfolio, wha
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113: The New (Tax) Sheriff in Town
01/29/2023
113: The New (Tax) Sheriff in Town
It's tax season and this year things are going to look very different. There have been major changes to the tax laws and it's a guarantee that you're going to feel it--good and bad. Tune in to this episode to learn why your tax refund may be a lot less this year and how your portfolio's tax strategy
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112: Bump Your Bank
01/22/2023
112: Bump Your Bank
Statistics show that, on average, Americans stick with the same banking institution for over 17 years. That is longer than the average marriage. The question we are asking is: Why are we so loyal to banks that are rarely loyal to us--and should we be? The answer is discussed thoroughly on this episo
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111: The Inflation Diet
01/15/2023
111: The Inflation Diet
In 2022, inflation reached levels unseen in four decades. But prices ballooned more rapidly for certain items than others, largely concentrated among food, fuel and airfare. On this episode we talk specifically about how inflation is impacting your weekly spending, the real reason behind these drama
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110: Damar Hamlin, the NFL, and Income Protection
01/08/2023
110: Damar Hamlin, the NFL, and Income Protection
This week we all watched in awe as Damar Hamlin was given CPR multiple times on national TV. Hamlin, who was immediately treated after going into cardiac arrest during Monday Night Football, has shown “remarkable improvement” but, what will happen to his finances if he never plays football again? An
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109: Increase Your Network to Increase Your Net Worth
01/01/2023
109: Increase Your Network to Increase Your Net Worth
Happy New Year! We normally discuss the “hardware” of improving your net worth but, it is equally as important to focus on the “software.” When we think about our personal success a lot of it has to do with not just what we know but, also WHO we know. On this episode, we break down the value of a st
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108: Christmas Shenanigans
12/25/2022
108: Christmas Shenanigans
It's Christmas day and all we want to do is have fun with you guys. Tune in for a laid-back episode of holiday cheer, laughs, and even more of our usual antics. Merry Christmas y'all!
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107: How Safe Are Your Accounts?
12/18/2022
107: How Safe Are Your Accounts?
The collapse of crypto exchange FTX raises a question for every saver and investor: what happens to your money if the company that holds your account goes under? On this episode we explain how safe your accounts are no matter where they are and, who has your back in the case something smells fishy.
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106: Til Death Do Us Part... or Nah
12/11/2022
106: Til Death Do Us Part... or Nah
Although it's an unfortunate topic, divorce is a common reality that a lot of couples are facing right now. There are a variety of reasons why but the divorce rate has nearly doubled since the 1990s and has grown even more for couples age 50 or older. On this episode, we walk you through the factors
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105: Christmas Gift Giving
12/04/2022
105: Christmas Gift Giving
"It’s the most wonderful time of the year..." again and so most of us are starting to gear up for gift-giving season. What is your plan of attack: Do you put a list together in advance, are you freestyling it, or do you wait to the last minute and let the spirit move you? Whatever your plan is we ca
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