In this episode, Emily and Amanda discuss their financial resolutions for the year. They discuss why utilizing a Roth and Tax Planning should be on your list. Listener question! In this episode we answer: "How should I plan for doing taxes for the first time?"

Emily & Amanda get into the practical side of estate planning. We know most Americans don't have their affairs in order, but where can you start? They discuss easy and practical steps you can take today to begin the process. Listener question! In this episode we answer: "How much life insurance do I need?"

In this episode, advisor Danielle Woods joins Emily and Amanda to discuss the new tax and retirement-savings law called SECURE ACT 2.0 passed in December of 2022. Find out how these new provisions impact your savings and tax-planning strategies.

In this episode, Emily & Amanda discuss six money habits to break in 2023: 1. Constantly checking your portfolio's value 2. Downplaying the risk of cybercrime 3. Making minimum payments on your credit card 4. Procrastinating on your taxes 5. Putting expenses on autopilot 6. Postponing joy

In light of the recent announcement of a debt jubilee on student loans, Emily & Amanda decided it was time to dig into how we think about debt, both individually and as financial advisors. We discuss: Psychological factors that factor into decision-making around debt; Creating a plan to pay off your debt; Examining your behavior to prevent going back into debt; Prioritizing paying off debt vs savings; and Emily & Amanda revisit the money diaries they kept earlier this year to examine their own spending.