エピソード

  • Investing for Education
    2026/05/09
    Secure your children’s future by exploring the most effective ways to save and invest for rising tuition costs. This episode breaks down the pros and cons of 529 plans, Coverdell ESAs, and custodial accounts to help you build a smarter education fund. Learn how to balance your retirement goals with academic aspirations without breaking the bank.
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  • Long-Term Care Myths and Facts
    2026/05/02
    During this show, we’re going to break down three long-term care myths and ways to pay for long-term care.
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  • Cooper New Insights from the Portfolio Managers with Tyler Ellegard
    2026/04/25
    In this episode, portfolio manager Tyler Ellegard joins the show to provide a deep dive into the current market landscape and the strategic shifts driving recent performance. We explore the latest insights from the Cooper team, breaking down how macroeconomic trends are directly influencing their long-term investment conviction. Whether you are a seasoned investor or just starting out, this conversation offers a transparent look at the professional decision-making process behind a diversified portfolio.
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  • Meet Tyler Cote
    2026/04/18
    In this episode, we sit down with financial services professional Tyler Cote to explore his unique approach to helping clients navigate complex wealth management strategies. Tyler shares his personal journey into the industry and discusses the core values that drive his commitment to personalized fiscal planning. Tune in to discover actionable insights on building long-term financial security and how Tyler’s expertise can help you achieve your most ambitious economic goals.
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  • 7 of the Most Common (and Costly) Estate Planning Mistakes
    2026/04/11
    In this episode, we break down seven of the most common—and costly—estate planning mistakes people make. From outdated documents to overlooked beneficiary designations, we explore how small oversights can create big problems down the road. If you want to better protect your assets and ensure your wishes are carried out, this conversation offers practical insights to help you strengthen your plan.
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  • Market Update with Lisa Schreiber
    2026/04/04
    We break down the latest economic shifts and what they mean for your long-term investment strategy. Lisa shares expert insights into current market volatility, offering clear guidance to help you navigate uncertainty with confidence.
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  • Helping Women Prepare for Major Life Transitions - Guest Terri Werner
    2026/03/28
    In this episode, Terri Werner, Director of Business Development at Aegis Living, joins us to navigate the complexities of long-term care and senior living transitions. We dive into the essential financial questions families often overlook, ensuring women feel empowered and prepared when making high-stakes healthcare decisions for themselves or their loved ones. From understanding various care models to managing the associated costs, this conversation provides a practical roadmap for securing a stable and dignified future.
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  • Before the Storm: Empowering Women to Protect Their Wealth & Wellness – Guest Kaitlyn Wyngaard
    2026/03/21
    In this episode of Financial Armor, Kaitlyn Wyngaard joins us to discuss strategies for safeguarding both financial security and personal well-being. We explore practical steps women can take to prepare for unexpected challenges while maintaining confidence in their long-term goals. Tune in for insights that combine wealth protection with wellness planning for a more resilient future.
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