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  • Comparison & Shame
    Dec 17 2021

    In this episode, Carrie & Curtis delve into the psychology of comparison and shame, and how they can shape our financial behaviors. From differences in upbringing to differences in perception, the way we learn to think about money has a profound effect on our wealth and mental health. 

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    17 Min.
  • Stocks & Bonds
    Nov 30 2021

    In this episode, Carrie & Curtis cover the fundamentals of investing. They discuss the nature of securities such as stocks and bonds, how most are used in a standard investment portfolio, and the pros and cons of each. They also go more in depth to discuss the quality of certain types of stocks and bonds, and the considerations you should take before investing in them. 

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    19 Min.
  • Mansplaining
    Nov 15 2021

    In this episode Curtis and Carrie discuss the act of 'mansplaining', how to identify it, the affects it has on professional and casual conversation, and its prevalence in the financial services industry.  We hope this information either helps you to civilly but assertively shut-down mansplaining in your life, or prevents you from unwittingly perpetuating it.

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    25 Min.
  • Financial Infidelity
    Sep 29 2021

    In this episode Carrie & Curtis discus financial infidelity and the impact it can have on couples with shared finances.

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    24 Min.
  • Money and Budgeting in a Relationship
    Aug 24 2021

    When was the last time you really discussed your finances with your significant other? Did you disclose everything? Do you have shared goals or operated separately? 
    In this discussion, Carrie & Curtis discuss these questions and more.

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    24 Min.
  • Movement
    Jul 20 2021

    We discuss the importance of movement not only for health but also for someone's wealth.

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    17 Min.
  • Dream of Entrepreneurship
    Jun 17 2021

    We discuss potential reasons to consider starting your own business, and some steps to start the process.

    We discuss Financial Well-Being:

    • Have control over day-to-day, month-to-month finances
    • Have the capacity to absorb a financial shock
    • Are on track to meet your financial goals
    • Have the financial freedom to make the choices that allow you to enjoy life. 

    Embracing Time Freedom to live and explore the way you want.

    The capacity and scaling to take the risk to start a business.

    Encouragement to start taking steps to your dreams.

    Creating a 70 over 70 list of entrepreneurs!

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    17 Min.
  • Hybrid Work Environment
    May 27 2021

    Hybrid Work Environment - The combination of working from home and working from the office. 
    We discuss the benefits and struggles of working from home. 
    The balance between tech and connect. How both Zoom meetings and walking meetings fit into this. 

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    21 Min.