We’re diving into the latest money stories making headlines, like the drama unfolding at Kroger, changes in airline travel costs, and the impacts of spiking healthcare premiums in California. We swap personal stories, from travel mishaps to a power-washing scam, and unpack how corporate scandals might hit your day-to-day expenses.

Plus, we break down what Disney and Hulu’s upcoming merger could mean for your streaming budget.

Key moments:

(05:15) Installing car seats on planes was a hassle and why to avoid hard-shell luggage

(10:45) Lawsuit claims Kroger favored family ties over singer Jewel, sparking serious ethics questions

(23:44) Disney is officially going to merge with Hulu

(27:04) New executive order could bring real estate, crypto, and private equity into 401(k) plans

There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

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What can reality TV teach us about money? Turns out… a lot. We’re using Secret Lives of Mormon Wives as a jumping-off point to talk about how influencers get paid, why 1099 income is so unpredictable, and what it takes to manage money when your paychecks don’t look the same every month. If you’re a high-income professional with fluctuating bonuses, freelancing on the side, or just curious how people survive when their income is all over the place, we’ve got you covered.

We’re talking budgeting strategies, emergency funds, negotiating your worth, and even how money dynamics play out in relationships (spoiler: it gets messy). Tune in for the financial lessons hiding between the scandals and soda shops.

Key moments:

(07:34) The size of your emergency fund depends on the variability of your income

(20:11) Why your “wildly fluctuating income” might not be as unpredictable as you think

(24:32) Veterinarians are a hot commodity but often undervalue their worth

(51:26) Revenge trading might be the quickest way to turn a bad decision into a financial disaster

There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

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Ever feel like money advice is either painfully boring or way too complicated? We get it. That’s why we decided to have a little fun and roast some of the worst financial moves people keep falling for. If you’ve ever signed up for a gym membership you barely used, bought furniture on a “0% APR” deal, or took out a seven-year car loan that outlasted your actual love for the car — this one’s for you. You’ll laugh, you’ll cringe, and most importantly, you’ll walk away knowing how to dodge some of the biggest financial mistakes out there.

Key moments:

(03:59) Understanding whole life policies requires both a CPA and a Ouija Board

(08:59) MLMs sell you the dream, then make you sell it to your friends

(14:26) Leasing vs. buying a car, and when a seven-year car loan makes sense

(25:01) A rapid-fire roast of money mistakes you’ll laugh at (and hopefully avoid)

There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

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With the end of 2025 fast approaching, now’s the time to brush up on what the “Big Beautiful Bill” means for your charitable giving and education planning. If you’ve ever wondered how to squeeze the most out of your donations or whether that Goodwill slip really counts, you’ll want to tune in. We walk through the new rules on charitable deductions, why high earners need to pay extra attention, and how simple moves like “bunching” your gifts can make a big difference. Then we shift gears to 529 plans — covering smart strategies like “super funding” and the latest updates on gift and estate tax exclusions. You’ll come away knowing how to give generously and keep more money in your pocket.

Key moments:

(04:15) Goodwill donations only matter if you properly document and itemize the receipt

(12:26) Super funding 529s works by coordinating with the annual gift tax exclusion rules

(16:17) 529s are estate-exempt, making them a powerful legacy tool for family education

(21:31) Instead of giving yearly, bunch contributions every 2–3 years to maximize deductions

Resources mentioned:

• Tax Policy Center
• IRS Form 709: Gift tax return
• IRS Form 706: Estate tax return

There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

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Most of us live in blissful denial about natural disasters — until the unthinkable happens. But here's what separates those who recover quickly from those who struggle for years: having a solid financial strategy in place before catastrophe strikes. Financial planner Scotty McDonald, CFP®, CSLP®, joins us to go beyond basic emergency funds to explore in-depth wealth protection strategies.

We discuss the nuances of insurance coverage gaps that could leave you vulnerable and the importance of maintaining adequate liquidity during crisis situations. If you’d rather not get financially steamrolled by Mother Nature, this episode's packed with real, actionable advice that could save your bacon when things get ugly.

Key moments:

(11:24) Have cash on hand and enough savings to cover your insurance deductible

(17:06) Your basic homeowner's policy won't cover wildfire, flood, or earthquake damage costs

(21:56) Umbrella insurance adds extra liability protection when your main policy maxes out

(30:25) Planning ahead for financial disasters removes stress when emergencies happen

There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

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Getting a letter from the IRS is enough to make anyone’s stomach drop. But before you panic, take a breath. Chief tax officer Sim Terwilliger, CFP®, CSLP®, joins us to break down what those notices mean, why they’re often less scary than they look, and the exact steps to take if one shows up in your mailbox.

You’ll learn the most common IRS notices (and the ones that actually need urgent attention), how to make sense of the dense tax jargon, and what to do if you’ve got unique situations like multiple 1099s or community property rules in states like California. If you’re a business owner, newly married, or just someone with a messy tax year, consider this your playbook for handling IRS mail like a pro.

Key moments:

(05:10) California’s tax notices can confuse married filing separately, even if you didn’t do anything wrong
(12:30) The viral TikTok tax myth you should ignore
(17:02) The first thing to do when an IRS notice lands in your mailbox
(23:46) How a mid-year tax projection can save you from penalties and stress

There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

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Ever feel like you’re stuck between wanting to enjoy life now and knowing you should be saving for the future? It’s a tug-of-war that doesn’t magically disappear when you start making more money. Financial planner Jake Courtney, CFP®, CSLP®, joins us today to talk about how to find that sweet spot between spending today and saving for tomorrow, whether you earn $100k or $1M a year.

You’ll learn why your savings rate matters more than almost anything else when it comes to building wealth and how even a small increase in savings can shave years off your working life. If you’ve ever wondered, “Am I saving enough?” or felt guilty for enjoying your hard-earned cash, this episode is your permission slip (and your game plan).

Key moments:

(06:11) Auditing your spending once a year is an easy wealth-building habit
(08:59) How bumping your savings rate just a little changes your timeline to “work optional”
(16:29) Cost of living plays a huge role in your savings rate
(20:54) The ideal target savings rate to build long-term flexibility and freedom

There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

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The One Big Beautiful Bill is an 887-page piece of legislation, and it's got something for everyone. We’re unpacking what’s actually inside this massive piece of legislation that was signed on July 4th. We’ll walk through what’s changing now, what could change later, and what it all means for your money, healthcare, and future plans.

Plus, we break down what still needs to be clarified (because the bill is just the start, and agencies still need to sort out the details). If you're wondering, “How does this bill affect me?” this is the episode for you.

Key moments:

(02:28) Tax cuts in the bill could mean bigger savings for high-income earners

(10:45) ‘Trump accounts’ offer $1,000 seed money for U.S.-born babies starting in 2025

(16:41) New SNAP rules shift more responsibility (and pressure) to individual state programs

(24:06) Why so many tax laws are temporary, and what that means for planning ahead

(31:54) Most student loan repayment plans are being eliminated, plus big changes for Parent PLUS loans

There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth for $1, risk free!

Like the show? There are several ways you can help!

• Follow on Apple Podcasts, Spotify or Amazon Music
• Leave an honest review on Apple Podcasts