Latest Episodes
Credit Scores, Debt, and Buying A Home
With Americans carrying over $1.27 trillion in credit card debt, understanding how credit actually works and how it impacts homeownership is more important than...
Charitable Giving and Your Financial Plan
How can generosity fit seamlessly into your financial plan and maximize tax efficiency? In this episode of Money Sense, wealth advisors Jamie Williams and...
Setting Kids Up for Financial Success
How do you raise kids who feel confident making money decisions?In this episode, wealth advisors Kristina Schnuckel and Heather Deaton share how their own...
Mortgage Planning in a High-Rate Environment
Mortgage rates may be higher than what many homeowners and buyers have grown used to in recent years, but thoughtful planning can still open...
Q1 2026 Economic Update & Outlook
Early 2026 opened with optimism around AI, but rising oil prices and geopolitical tension quickly shifted sentiment. Mike Roth explains what changed, why rate...
Legacy Planning Made Simple for Every Family
Take the mystery out of legacy planning, no matter your age or stage. Estate planning attorney Erick Fabyan breaks down the conversations, documents, and...