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  • New Year, New Financial Plan
    2026/01/11

    Whether you have a stack of cash and you’re cruising into retirement or just getting started on your savings journey, it may be time for a quick financial check-up. Today, our guest is Stewart Willis, the president of Asset Preservation Wealth & Tax. We’ll talk about changes happening in 2026 that could impact your finances and some simple strategies to make your money work for you.

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    29 分
  • Josh Altman and the future of real estate
    2026/01/05

     You probably know him from the hit TV show, Million Dollar Listing, and today, we welcome Josh Altman to the show. He's sold billions of dollars in real estate. He's also an author, and he coaches clients on how to break into the luxury market.

    So we're gonna talk with him about investing in real estate. What does it take to get started? What kind of work is actually worth it for properties? What are the biggest pitfalls to avoid? And we'll get a little behind the scenes on what it was really like to film a TV show for 15 seasons.

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    33 分
  • Staying safe from scams
    2025/12/22

     Scams are everywhere and losses are staggering. So today we're having a candid conversation about it and how cryptocurrency is changing everything. Our guest is Brian Watson. He's a retired special agent with IRS criminal investigation. And now works with a nonprofit called R.O.S.E., educating people about costly scams.

    We'll talk about some of the cases he's seen, including one involving a woman who lost almost three quarters of a million dollars. We'll also talk about the ways to protect your money and how to watch out for your loved ones.

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    24 分
  • Choosing the right wine for the holidays
    2025/12/15

     It's the holiday season, and that pairs well with wine. On this episode, we talk with Matthew Horkey. You may have seen his videos on social media. He's also an author and a judge for international wine competitions. We'll ask him how to choose the right wine for your holiday party. And what about a gift for your favorite host? We'll also talk about price points. Does paying more actually mean you'll get a better bottle?

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    27 分
  • The Financial Risks Found on Social Media
    2025/12/08

    There’s financial advice all over social media. Some of it’s good, but there’s a lot of misinformation that could derail your financial goals. Today, we’re talking with Stephen Kates, CFP about some of the worst advice he’s seen while scrolling and ways to avoid the viral advice that could be costly.

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    25 分
  • How to avoid overspending during the holiday shopping season
    2025/12/01

    The season of spending is here, and we want to avoid overspending. Our guest is Rachel Caballero, a financial expert with TruWest Credit Union. We’ll talk with her about simple strategies to avoid impulse purchases and the things all shoppers need to know about buy now, pay later options that seem to be everywhere.

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    22 分
  • Expert tips for Black Friday shopping
    2025/11/24

    The holiday shopping season is here and consumers are expected to spend more than $1 trillion for the holidays in November and December. We know sales started early, but Black Friday is still a big day for retailers and shoppers. So today we're talking with Chip Lupo from WalletHub. The financial site just analyzed all kinds of ads and deals, and they say there's one store where you'll get the very deepest discounts. We'll also talk about some of our favorite Black Friday shopping traditions and ways to avoid digging into debt.

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    25 分
  • Expert tips for your next move
    2025/11/17

    Moving! Whether it’s across town or across the nation, moving is never fun. And the industry is known for having some unscrupulous companies. So on this episode, Justin Hart, the owner of Just-In Time Moving and Storage in Mesa, joins us. He’s been in the moving business for two decades and is the recipient of the Independent Moving company of the year. He’s got advice for all of us who are planning a move. He’ll also let us in on some of the nightmare scenarios he’s encountered with other moving companies and how to avoid pricey mistakes.

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    28 分