
We use our experience as financial planners to help guide you through life's most important financial decisions (and we try to do it in 20 minutes or less).
| Publishes | Monthly | Episodes | 39 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusinessEducation | ||||

In this episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, take a walk down memory lane to detail the changes to the US Social Security system since the 1970s. We share our takeaways, ways to fund the shortfall, and how this should impact your... more
In this episode, Alex Richani, CFP® and Vic Colella, CFP® kick off a multi-part series where we interact with AI, for your benefit. In this episode, we ask AI what questions you should be asking your financial advisor right now, and then do our best ... more
In this episode, Alex Richani, CFP® and Vic Colella, CFP® discuss a few specific ways that "spring cleaning" has been materializing with our clients. You'll walk away with some ideas, and perhaps some inspiration to tidy up your financial planning th... more
In this episode, Laura Neal, CFP® and Vic Colella, CFP® zoom out and reflect on the value of detachment, both in life and applied to financial planning and investing. You'll walk away with some perspective that might help you sleep better at night an... more
Enjoyable listening and good examples of concepts discussed.
Witty banter coupled with practical strategic tools to improve your financial situation. Can’t wait to hear more episodes!
👏🏼👏🏼👏🏼
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #59 | |
Apple Podcasts | #217 |
Listeners, social reach, demographics and more for this podcast.
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Your Money in 20 launched 6 years ago and published 39 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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