Notable Guests
AJ
Abhi Jain
1x
AR
Anthony Rojas
1x
BL
Bryce Leung
1x
CB
Cody Berman
1x
EE
Emily Egashira
1x
JC
Jesse Cramer
1x
JT
Justin Taylor
1x
KS
Kristy Shen
1x
LE
Liz Enriquez
1x
MM
Monarch Money
1x
Recent Episodes
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Discusses the necessity of wills and trusts for families.
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Reviews the top 5 budgeting apps for families in 2026.
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Reviewing Monarch Money after four years of daily use.
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Family net worth is $2.4M, but only $100K is readily accessible.
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Rocket Money review focuses on its suitability as a budgeting app.
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Boldin is recommended for complex retirement planning.
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The FIRE movement may not be ideal for parents.
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Monarch Money and Rocket Money compared for different user types.
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Boldin and ProjectionLab are top retirement planning tools.
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ProjectionLab remains a favorite retirement planning tool.
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High-yield savings accounts for families evaluated.
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Boldin retirement planning software reviewed after a year.
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Top 3 savings accounts for children analyzed.
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Guide to reconciling budgets in Monarch Money.
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Greenlight vs. Acorns Early for kids' finances.
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Greenlight vs. Crew for family banking.
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Simpler and cheaper alternatives to Greenlight.
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Quicken Simplifi review: easy and automated budgeting.
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YNAB vs. Monarch Money for family budgeting.
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YNAB review: best budget app for you?