FinancialCoach

As evidence-based coaches we believe true value is created by advisors who tailor solutions to clients' specific needs and respect clients enough to explain why

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Episode 124 is live!

1. Coach’s Corner - A week in the life of three financial advisors

2. Cosmetic procedures

Top 5️⃣ comedies with two word titles

Enjoy!

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Episode 123 is live and includes freezing cold Philly sports takes 🙃

1. Coach’s Corner - how we navigate irregular cash flow plans for clients with bonus/commission/stock compensation income

2. Credit card points, perks and annual fees.

Thanks for listening!

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Episode 122 is live!

1. Coach’s Corner - things to think about or consider when you (or your child) gets a job

2. The best way to evaluate expenses in an area you don’t have much expertise (home repairs, car repairs, medical expenses)

Top 5️⃣ movies with a name in the title.

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Episode 121 is out!

1. Coach’s Corner - Emotions run high when buying or selling a home. We discuss our personal experiences & how we support clients.

2. Emotions before & after making big purchases. Buyers remorse, regret, excitement, etc.

Top 5 Spring Things 🌸

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Episode 120 is live!

1. Coach’s Corner - advisor “matchmaking” platforms: what they are,
how they work, and our experience with them.

2. Super Bowl 60 🏈

Thanks for listening!

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Last episode of the year is live!

1. Coach’s Corner - AI and some of the common questions/concerns we hear

2. The best things we’ve read/listened to/watched this year

Top 👋🏻 places we think “get me out of here”

Thanks for following along this year. Happy holidays!

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Happy Friday! Episode 118 is live.

1. Coach’s Corner - 50 year montages from @WSJ

2. Streaming sucks

Top 5️⃣ condiments.

Thanks for listening!

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Episode 117 is live and Meg has bold @sixers predictions.

1. Coach’s Corner - annuities in 401k plans from @WSJ

2. All things prenups

Top 5 war movies 🎬

Thanks for listening!

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We’re back! Episode 116 is live.

1. Coach’s Corner - 401(k) changes and unique portfolio allocations.

2. The team discusses the pros/cons of using a travel advisor versus planning your own trip.

In honor of Red October (this aged poorly) top 5 things that are red.

Enjoy!

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Episode 115 is live!

1. Coach’s Corner - We talk about the Big, Beautiful Bill and what may apply to the work we do for our clients.

2. Wearables, fitness trackers, rings and watches. Are we obsessed?

Top 5️⃣ things that are good and bad.

Thanks for listening!

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Episode 114 is live!

1. Coach’s Corner - new child checklists, education savings, and Trump accounts

2. Handiness 🔨🪛🪚

Top 5 female vocalists.

Enjoy!

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New pod is out!

1. Coach’s Corner - We chat about long-term care. What it is, how much it costs, and how to deal with it.

2. Tips to make our very digital lives more analog from @tannergarrity

Top ✋🏻movie action scenes.

Thanks for listening!

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We’re back!

1. Coach’s Corner - memory banks, human bias, and investing from @jasonzweigwsj

2. Mediocrity isn’t really that bad from @p_millerd

Top 5 most unbelievable sports moments.

Enjoy!

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Episode 111 is live!

1. Coach’s Corner - Market volatility now and in the past.

2. Daylight savings time!

Top 5️⃣ worst corporate phrases.

Thanks for listening!

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Episode 110 is live!

1. Coach’s Corner - 401(k)s have improved but there’s still work to be done from @WSJ

2. Is going out to eat worth the money?

Top 5️⃣ things we do aliens wouldn’t understand 👽

Enjoy!

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First episode of 2025 is live!

1. Coach’s Corner - caution from @jasonzweigwsj when it comes to private markets

2. New Year’s Resolutions

Top 5️⃣ lines from a movie that were yelled.

Thanks for listening and Go Birds!

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Final episode of the year is out! Thanks to all of you who listened this year! We appreciate you.

1. Coach’s Corner - life insurance, what it is and why you should probably have some

2. Holiday excitement and madness from our perspectives 🎅🏻🎄

Enjoy!

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Episode 107 is out!

1. Coach’s Corner - gifting 101. We get lots of questions about this topic so hopefully our discussions clears some things up.

2. How we most enjoy watching sports and with whom.

Top 5️⃣ documentaries.

Thanks for listening!

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Episode 106 is live!

1. Coach’s Corner - We discuss what Vanguard, BlackRock, or State Street having huge positions in publicly traded companies actually means. From @dollarsanddata

2. Die with Zero but less about the money.

Top 5️⃣ broadcasters.

Thanks for listening!

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Episode 105 is live!

1. Investing “laws” and how to understand if an investment opportunity is too good to be true - H/T @jasonzweigwsj

2. Was legalizing gambling a bad idea?

Top 5️⃣ old people characters.

Enjoy!