How Money Works

Owning a business can be one of the best wealth-building opportunities, but it also comes with unique challenges, especially when it’s time to think about retirement. Too many business owners assume …

Could you be wealthier than you think once all your accounts and assets are tallied? In this episode, Craig and Jennifer explore the surprising ways your financial standing might be stronger than you…

Everyone talks about “safe money,” but what does it actually mean and how much should you have? In this episode, Craig and Jennifer unpack the overused (and often misunderstood) concept of safe money…

When it comes to retirement, most people have a few lingering fears, but some concerns come up time and again. In this episode, Craig and Jennifer break down the biggest pain points they hear from cl…

In the book The Five People You Meet in Heaven, each person the main character meets help him understand his life in a new way. Today, Craig and Jennifer talk about the five people you should meet be…

Retirement planning isn’t always a smooth ride, and sometimes it can feel more like spinning a wheel or picking a mystery box. In this playful but practical episode, Craig and Jennifer turn retiremen…

Retirement planning comes with no shortage of conventional wisdom, but how much of it is actually true? In this eye-opening episode, Craig and Jennifer go full-on mythbusters mode to take down some o…

When the market takes a dip—or just feels unpredictable—it’s natural to want to do something. But when it comes to your retirement plan, sometimes the smartest move is actually to pause. In this epis…

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy right now. Retiring in a down market can feel like stepping onto a shaky …

When it comes to your financial future, a few bad assumptions can lead to costly mistakes. In this episode, Craig and Jennifer break down some of the most common (and dangerous) misconceptions people…

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are…

There are a lot of things to consider when it comes to investing in real estate, especially if you’re buying a rental property. Not only are there tax implications that come with buying and selling r…

When you think of retirement planning, saving and investing are two of the things that likely come to mind first. That’s why many people are unprepared for the next phase of the plan, which is the sh…

Kids and grandkids often play a big role in financial plans. Let’s talk about some of the common scenarios we see where the future generations somehow come into play during the retirement planning pr…

It’s been an incredibly busy week since the Trump administration took office and investors are wondering how the current economic landscape might be changing.  As we navigate through an era of volati…

We live in a world where truth, half-truths, and lies are seemingly getting harder and harder to distinguish in our day-to-day lives. Whether you’re scrolling a social media feed or watching a financ…

Retirement can be more stressful than it seems. After working your entire adult life, the lifestyle changes that come with retiring can feel overwhelming. Sometimes, your “dream retirement” isn’t qui…

Retirement doesn’t always turn out like you see in commercials and movies. We’d love to be laid back on a tropical island, but we want to manage expectations. It's essential to have a realistic view …

As we journey through life, certain questions about retirement and financial planning often go unasked until it's too late. On this episode, Craig is joined by Cameron Moser to shed light on these cr…

Planning for retirement now is not what it used to be. Gone are the days when a pension, Social Security, and personal savings—the three-legged stool—were enough to secure a comfortable retirement. T…