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Podcast
Three Important Numbers for Women’s Financial Futures– Not Just Numbers Podcast Ep. 71
Can a 100% S&P 500 Portfolio Survive Retirement? – Not Just Numbers Podcast Ep. 70
From Tax Prep to Tax Strategy: How to Make Taxes Work for You All Year – Not Just Numbers Podcast Ep. 69
2025 in Review and What to Know Heading Into 2026 – Not Just Numbers Podcast Ep. 68
From Tax Strategy to Industry Shifts: The Real Work (and World) of Financial Planning – Not Just Numbers Podcast Ep. 67
Understanding the 2026 401(k) Rule Changes: What Savers Need to Know – Not Just Numbers Podcast Ep. 66
Understanding the 2026 401(k) Rule Changes: What Savers Need to Know – Not Just Numbers Podcast Ep. 65
Year-End Giving Strategies:Tax-Smart & Impactful joined by Christian LeFer from Instant Nonprofit– Not Just Numbers Podcast Ep. 64
Caring for Aging Parents: The Real Costs | Featuring Jimmy Rios from Rios Business Advisors– Not Just Numbers Podcast Ep. 63
The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready– Not Just Numbers Podcast Ep. 62
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