Shows
Make the Most of Your Money Podcast#32- AI and Financial PlanningWe explore how AI actually helps with money—what it accelerates, where it fails, and how to use it without risking your life savings. We weigh job market risks, resilience moves like liquidity, and why human judgment and behavior still drive real results.• using AI for frameworks, summaries, and first-pass projections• limits of AI in taxes, edge cases, and incomplete context• behavior and values as the bottleneck, not knowledge• practical ways advisors use AI for notes, research, and communication• job disruption risk, liquidity buffers, and insurance hygiene• skills that compound with AI versus skills...
2026-03-1139 minMake the Most of Your Money Podcast#31 - How to handle concentrated stock positionsWe dig into the real risks of single-stock wealth, why diversification protects your future, and how to navigate taxes, FOMO, and strategy without losing what you’ve earned. • defining concentration by impact on your life, not a fixed percentage• where big positions come from, including employer equity• why FOMO and upper bounds distort judgment• winners vs diversification and the humility of market history• thinking in after-tax terms and ditching pre-tax anchoring• immediate sale vs staged sales and bracket-aware plans• tax loss offsets as pressure relief, not a driver• donating appreciated stock and donor-adv...
2026-02-2439 minMake the Most of Your Money Podcast#30 - Giving money to kidsThere's a lot that goes into giving money to kids (or receiving money as a child.) There are tax ramifications, behavioral impacts, and of course "spiritual" elements to consider. We'll talk about how to plan for giving or receiving a gift, the supposed tax "limits" to giving, and what not to do. We'll also talk about:• balancing generosity with grit and intrinsic motivation• the coming wealth transfer and planning implications• when to plan for expected gifts or ignore them• annual exclusion myths and lifetime exemption rules• gifting cash vs appreciated stock and basis trade...
2026-02-0349 minMake the Most of Your Money Podcast#29 - What Got You Here Won't Get You ThereWe explore why retirement is a true pivot point: identity shifts, new risks, and the move from one paycheck to many income streams. We share practical ways to plan with uncertainty, from guardrails to healthcare decisions, and how to retire to something with purpose.• identity, structure and purpose beyond your job• switching from saving to spending with multiple income sources• taxes moving from reactive to proactive planning• underspending bias and how to set guardrails• sequence of returns risk and withdrawal design• healthcare and long-term care trade-offs• cognitive decline, decision-makers and family roles• us...
2026-01-2043 min
The Hop-Ons Podcast: An Arrested Development/Twin Peaks/Community PodcastJon and Colin's 2025 Movies in ReviewThe Hop-Ons Podcast is an Arrested Development/Twin Peaks/Community review show. Buy merchandise at our Threadless page. The Hop-Ons Podcast is produced by Nice Marmot Productions with assistance from The Cluttered Desk Podcast. If you have thoughts on this episode, we'd love to hear them! Email us at hoponspod@gmail.com or find us on Twitter @HopOnsPodcast. You can now find new episodes on our YouTube channel, The Hop-Ons Podcast, so please subscribe and leave comments! Jon's production company, Nice Marmot Productions, has an amazing YouTube Page. Jon's podcast...
2026-01-111h 01
The Launch LabFrom Rock Bottom to $100M Brands: Janelle Page on Amazon Launches, Personal Branding, and ResilienceJanelle Page is a marketing and business growth strategist who helps creators and brands scale revenue through effective positioning, storytelling, and launch strategy. As an entrepreneur, she has founded and led multiple successful ventures, consulted for hundreds of companies across Amazon and e-commerce, and created high-impact courses and coaching programs. Additionally, Janelle is the Owner of Pagination Company, a Utah-based administrative and management services firm, and is widely recognized for her expertise in branding, digital strategy, and online business growth. In this episode… Building a standout brand in a crowded market takes more than a gr...
2026-01-0750 minMake the Most of Your Money Podcast#28 - Rules of Thumb: Which to Trust and Which to IgnoreWe test the most common money rules of thumb and show how to adapt them to real life. From saving rates to Social Security timing, we map the assumptions under each rule and explain when to trust them and when to change course.• saving 15 to 20 percent as a flexible target • emergency fund size by income stability and risk • stock and bond mix guided by time horizon and inflation • retirement spending built from actual expenses, not income • the 4 percent rule as a floor with dynamic adjustments • total-return withdrawals vs living only on income • renting vs o...
2026-01-0642 minMake the Most of Your Money Podcast#27 - Love thy neighbor w/ Reverend Josh BascomWe explore why money reveals our inner life more than our bank balance, and how purpose transforms financial decisions from optimization to meaning. Rev. Josh Bascom joins us to dig into self-help’s limits, AA’s wisdom, and the power of loving your neighbor.• technical behavioral spiritual lens for money• money anxiety identity and privacy around numbers• rich versus wealthy and status signaling• comparing our insides to others’ outsides• self-help frameworks versus purpose• suffering as catalyst for change• 12 steps higher power confession and amends• love of neighbor as guiding purpose• money as tool no...
2025-12-231h 11Make the Most of Your Money Podcast#26 - Permanent Life InsuranceWe step back from “term good, perm bad” and map the real trade‑offs of permanent life insurance. We explain whole life, UL, VUL, IUL, and GUL, where they fit, where they fail, and how to avoid sales traps by matching the product to the problem.• term versus permanent: cost, certainty, purpose• whole life guarantees and steady cash value• universal life flexibility and moving parts• variable UL market exposure and premium risk• indexed UL caps, floors, and illustration pitfalls• guaranteed UL for low‑cost permanent death benefit• permanent needs: special‑needs care, legacy, liquidity
2025-11-2540 minMake the Most of Your Money Podcast#25 - A new take on Variable Universal Life w/ Victor YatesVariable Universal Life is a complicated life insurance product that may not have the best reputation, but we visit with Victor Yates of Nationwide to learn about how they are doing things differently. We'll discuss the role of life insurance in general in a financial planning, when permanent life insurance is a fit, how Nationwide's VUL works, and who it is best for. As a reminder, Colin and Taylor do not sell insurance. This is a detailed discussion on the inner workings of an important financial planning tool.
2025-11-1148 minMake the Most of Your Money Podcast#24 - When to make changes to your portfolioWe unpack why most portfolios don’t need frequent changes and how a clear purpose, time horizon, and risk preference do the heavy lifting. We trade “performance reviews” for plan reviews, walk through rebalancing and tax tactics, and explain how to ignore scary headlines and shiny objects.• setting allocation by purpose, time horizon, and risk• why daily market moves rarely justify changes• when not to act at all-time highs or during drops• the trap of performance chasing and survivorship bias• practical rebalancing cadence and thresholds• rebalancing with contributions and withdrawals• tax loss harvesting limi...
2025-10-2834 minMake the Most of Your Money Podcast#23 - Open EnrollmentClicking “same as last year” might be the most expensive choice you make all fall. We break down open enrollment with a practical, no-fluff framework: protect against the big risks, pay cash for the small ones, and route every eligible dollar through the most tax-efficient account. From health insurance trade-offs to the truth about dental and vision, you’ll get clear guidance you can act on today.We discuss:• what open enrollment includes across employer plans, Medicare and ACA• how to compare health plans using usage, networks and drug coverage• when HDHPs plus HSAs beat ri...
2025-10-1432 minMake the Most of Your Money Podcast#22 - How Kids Change Your Financial PlanWhile it may seem obvious, having kids drastically changes your financial plan. This episode will cover some of the obvious and less obvious changes and give you practical ways to think about making the tradeoffs you will have to make. Topics covered include:Budgeting for kids before having themThe Kindergarten mythIf childcare eats one salary, should someone step back?Putting your own oxygen mask on first (balancing retirement vs education savings)The most important estate planning decisions you need to make sooner rather than laterHow the tax code typically helps parents outAnd much more!
2025-09-3032 min
Book Decoded: Exploring Big Ideas and Insights for Curious Minds – Deep Dives into Nonfiction Books"The Collective Edge: Unlocking the Secret Power of Groups" by Colin M. Fisher📖🎧 Want to dive deeper? Get the book or audiobook on Amazon here.In The Collective Edge, Colin M. Fisher explores the science and psychology behind successful teamwork and collaboration. Challenging the myth of the lone genius, Fisher reveals how historic breakthroughs like the discovery of DNA and the invention of the light bulb were not individual achievements, but products of group synergy. Drawing from behavioral science, organizational psychology, and real-world case studies, the book investigates how effective teams outperform individuals when structured correctly.Fisher highlights both the power and perils of group dynamics, analyzing pitfalls like groupthink, social loafing, conformi...
2025-09-1706 min
Make the Most of Your Money Podcast#21 - One Big Beautiful BillAfter a brief summer hiatus, we're diving into the newly passed One Big Beautiful Bill (OBBA) to unpack what these changes actually mean for your financial planning.The good news? Many of the lower tax rates you've enjoyed since 2017 are now permanent (or at least until some future Congress changes them). But beyond that headline, there are several meaningful changes worth understanding – especially if you're over 65, live in a high-tax state, make charitable contributions, or have substantial wealth to transfer to the next generation.We break down the new "Senior Bonus" exemption that provides $6,000 in ta...
2025-09-1628 minMake the Most of Your Money Podcast#20 - Tax Landmines in RetirementRetirement planning requires understanding three major tax landmines that can derail your financial strategy: Required Minimum Distributions (RMDs), the widow's penalty, and beneficiary taxes.• RMDs are mandatory withdrawals from tax-deferred accounts starting at age 73 (increasing to 75 in the future)• The percentage of your account that must be withdrawn increases with age, potentially pushing you into higher tax brackets• The "widow's penalty" refers to the compressed tax brackets when filing as single rather than married filing jointly• Beneficiaries typically have 10 years to empty inherited retirement accounts, which can create significant tax burden• Roth conversions during low...
2025-06-1732 minMake the Most of Your Money Podcast#19 - Financial ProjectionsFinancial projections can be both helpful and misleading when planning your financial future. While they provide valuable insights into potential outcomes, they shouldn't be taken as literal predictions of what will happen.• Your financial life consists of: money in, money out, growth over time, taxes, and inflation. All financial projections are just projecting these variables• Monte Carlo simulations introduce randomness to account for market volatility and create a range of possible outcomes• More variables in a projection create more opportunities for error, not necessarily more accuracy• The real value comes from understanding sensitivities – which factors si...
2025-06-0333 minMake the Most of Your Money Podcast#18 - Social SecurityNavigating the complexities of Social Security can feel overwhelming, but understanding the fundamentals is crucial to maximizing your retirement security. In this detailed exploration, we break down how Social Security benefits are calculated, when to claim them, and strategies for optimizing your lifetime benefits.At its core, Social Security functions like a government pension, providing income that lasts throughout your retirement. Your benefit amount depends on two primary factors: how much you've earned and paid into the system throughout your career (specifically your 35 highest-earning years), and when you choose to begin receiving benefits. While you can start...
2025-05-2035 min
Book Decoded: Exploring Big Ideas and Insights for Curious Minds – Deep Dives into Nonfiction Books"The Shortest History of France: From Roman Gaul to Revolution and Cultural Radiance―A Global Story for Our Times" by Colin Jones – An Overview of France's Rich History, Culture, and Global Impact📖🎧 Want to dive deeper? Get the book or audiobook on Amazon here.In this episode, we dive into The Shortest History of France: From Roman Gaul to Revolution and Cultural Radiance by Colin Jones. This concise yet comprehensive book offers a chronological overview of French history, taking listeners on a journey from the Merovingian dynasty to the present day. Key historical periods covered include the Carolingian era, the rise of the Capetian dynasty, the Italian Wars, the French Revolution, and its aftermath, the Napoleonic era, and the modern Republic.The episode explores significant events such as the Battle of Tours, the Hundred Ye...
2025-05-1222 minMake the Most of Your Money Podcast#17 - Medicare w/ Margo SteinlageUnderstanding Medicare requires navigating complex options, deadlines, and potential pitfalls that can impact healthcare coverage for decades. Insurance broker Margo Steinlage shares expert insights to help individuals approaching retirement make informed Medicare decisions that account for both current and future healthcare needs.• Medicare enrollment decisions should begin 12-18 months before turning 65• Medicare is required at 65 unless covered by an active large employer plan (20+ employees)• Original Medicare covers approximately 80% of costs with no cap on the remaining 20%• Two main pathways: Medicare with Supplement (maximum flexibility) or Medicare Advantage (network restrictions)• Initial Medicare decisions have long-term...
2025-05-0657 min
Make the Most of Your Money Podcast#16 - Long-Term Care w/ Roger CantuRoger Cantu, of OneAmerica, brings his 36 years of long-term care (LTC) industry experience to the show. We discuss:- What long-term care actually is- How likely you are to need it and for how long- How you can plan for LTC- What medicare covers (and what it doesn't)- The different types of LTC insurance policies- How the LTC insurance landscape has changed- Where and how to begin evaluating LTC insurance
2025-04-2254 min
Make the Most of Your Money Podcast#15 - Healthy Love & Money w/ Ed CoambsEd Coambs CFP®, LMFT, CFT-I™ joins the show to talk about relationships and money. As both a therapist and financial planner, Ed brings a unique perspective to the conversation. He discusses identity crisis, attachment theory, how to talk about money in a relationship, and much more.
2025-04-0839 min
Make the Most of Your Money Podcast#14 - Charitable Giving w/ Mike StamanMike Staman joins Colin and Taylor to talk about Charitable Giving. They discuss:- Tax-efficient giving- Donor advised funds- How to talk about giving with your family- Giving while you're alive versus dead- and more
2025-03-2532 min
Abomb To Zzzax (Who's The Greatest Marvel Character?)ANT MAN (S)Everything you need to know about Hank Pym, Scott Lang & Eric O'GradyAnt Mans! Nick and Colin go through every single Ant Man - who's the biggest creep? We cover every phase of super creep Hank Johnathan Pym's career, plus bad guy turned good Scott Lang (the movie one) and absolute clown Eric O'Grady. BECOME A SUPPORTER: See the full character order, suggest characters for us to read and get some great bonus content patreon.com/abombtozzzaxSEND US YOUR THOUGHTS: abombtozzzax@gmail.comINSTAGRAM: abombtozzzaxPlease d...
2025-03-211h 19
Make the Most of Your Money Podcast#13: Buying Insurance w/ Broc BucklesBroc Buckles of BC Brokerage joins Colin and Taylor to break down the ins and outs of buying insurance. They discuss what kind of agent to work with, key red flags to watch for, and how to know if you’re getting a good deal.
2025-03-1137 min
Make the Most of Your Money Podcast#12 - DebtColin and Taylor break down all things debt—what’s good, what’s bad, how much to take on, and the best way to pay it off. Most importantly, they explore debt from a technical, behavioral, and even spiritual perspective.
2025-02-2530 min
Make the Most of Your Money Podcast#11 - Financial Education ResourcesColin and Taylor discuss where to find financial information—and, more importantly, how to evaluate it—to better educate yourself on personal finance.
2025-02-1128 minThe Hop-Ons Podcast: An Arrested Development/Twin Peaks/Community PodcastJon and Colin's 2024 Movies in ReviewThe Hop-Ons Podcast is an Arrested Development/Twin Peaks/Community review show. Buy merchandise at our Threadless page. The Hop-Ons Podcast is produced by Nice Marmot Productions with assistance from The Cluttered Desk Podcast. If you have thoughts on this episode, we'd love to hear them! Email us at hoponspod@gmail.com or find us on Twitter @HopOnsPodcast. You can now find new episodes on our YouTube channel, The Hop-Ons Podcast, so please subscribe and leave comments! Jon's production company, Nice Marmot Productions, has an amazing YouTube Page. Jon's podcast...
2025-02-0254 min
Make the Most of Your Money Podcast#10 - Savings WaterfallShould you pay off debt or save for retirement? Which accounts should come first? Colin and Taylor break down the ‘savings waterfall’—a step-by-step approach to prioritizing your savings. They walk through Colin’s savings order, discuss key exceptions like HSAs, 529s, and big purchases, and help you make the right choice for your situation.An example of Colin's waterfall:1. Employer Match2. Pay off high interest credit card debt3. Create an emergency fund4. Max out Roth or Backdoor Roth contributions5. Max out employer retirement plan6. Taxable brokerage accountThey also discuss exceptions such as HSAs, 529s, and saving for a big purc...
2025-01-2830 min
The Hop-Ons Podcast: An Arrested Development/Twin Peaks/Community PodcastOn David LynchIn this episode, Jon and Colin reflect on David Lynch's career. The Hop-Ons Podcast is an Arrested Development/Twin Peaks/Community review show. Buy merchandise at our Threadless page. The Hop-Ons Podcast is produced by Nice Marmot Productions with assistance from The Cluttered Desk Podcast. If you have thoughts on this episode, we'd love to hear them! Email us at hoponspod@gmail.com or find us on Twitter @HopOnsPodcast. You can now find new episodes on our YouTube channel, The Hop-Ons Podcast, so please subscribe and leave comments! Jon...
2025-01-2222 min
Make the Most of Your Money Podcast#9 - BudgetingColin and Taylor break down budgeting—what works, what doesn’t, and how to find the best strategy for you.Below are links to the articles discussed in the episode:https://www.oakleighwealth.com/articles/flow-based-budgetinghttps://www.oakleighwealth.com/articles/budgeting-is-optional-tracking-is-necessary
2025-01-1421 min
Make the Most of Your Money Podcast#8 - SavingColin and Taylor explore why saving matters, share simple tricks to save more, and unpack the critical tradeoff between spending and saving.
2024-12-3126 min
Make the Most of Your Money Podcast#7 - TaxesColin and Taylor break down the mechanics of how taxes work and teach you how to think about taxes so you can make sure you don’t pay more than you need to.
2024-12-1733 min
Make the Most of Your Money Podcast#6 - Estate PlanningColin and Taylor help you make sure that what you want to happen will happen when the things you don't want to happen happen -- also known as estate planning.
2024-11-1932 min
Make the Most of Your Money Podcast#5 - InsuranceColin and Taylor explain what insurance is, how to think about its role in your financial plan, and what kinds and amounts of coverage to have.
2024-11-0531 min
Make the Most of Your Money Podcast#4 - Investing BehaviorColin and Taylor dive deeper into the key factor for investment success: behavior. Learn simple, actionable tips to improve your investment habits—and, hopefully, your results.
2024-10-2224 min
I Doubt It Podcast#929 - "The Apprentice, Rough Week of Trump Appearances, and Ted Cruz vs. Colin Allred!"Jesse and Brittany discuss the new movie The Apprentice, a listener voicemail related to a viral segment from the show on YouTube, Donald Trump's various media appearances throughout the week, including his threats to go after the enemy within the US (his political opponents) and his appearance at the Economic Club in Chicago, Kamala Harris' sit-down with Trump fan and Fox News anchor Bret Baier, and the debate with Ted Cruz and Colin Allred! The caller was responding to this segment: https://youtu.be/JyVZX0fAixY?si=cObhkBDrJmNv6Yl6 SUPPORT THE SHOW ON PATREON: http://www.T...
2024-10-171h 11I Doubt It Podcast#929 - "The Apprentice, Rough Week of Trump Appearances, and Ted Cruz vs. Colin Allred!"Jesse and Brittany discuss the new movie The Apprentice, a listener voicemail related to a viral segment from the show on YouTube, Donald Trump's various media appearances throughout the week, including his threats to go after the enemy within the US (his political opponents) and his appearance at the Economic Club in Chicago, Kamala Harris' sit-down with Trump fan and Fox News anchor Bret Baier, and the debate with Ted Cruz and Colin Allred! The caller was responding to this segment: https://youtu.be/JyVZX0fAixY?si=cObhkBDrJmNv6Yl6 SUPPORT THE SHOW ON PATREON: http://www.T...
2024-10-171h 11The Hop-Ons Podcast: An Arrested Development/Twin Peaks/Community PodcastJon and Colin had brat summersIn this episode, Jon and Colin discuss some of their favorite things from the summer. If you want to support the Hurricane Helene relief effort, we recommend these organizations. You can also directly donate to specific businesses by searching GoFundMe and other donation apps. BeLoved Asheville Roar WNC Pansy Collective The Hop-Ons Podcast is an Arrested Development/Twin Peaks/Community review show. Buy merchandise at our Threadless page. The Hop-Ons Podcast is produced by Nice Marmot Productions with assistance from The Cluttered Desk Podcast. If you...
2024-10-1649 min
Build and LearnOur Daily Drivers: Hardware and Software EditionIn this episode, Colin and CJ discuss their audio and video setups, ideal microphones, cameras, and software for content creation. They dive into the specifics of the equipment they use and recommend budget-friendly options for those just getting started. Additionally, they touch upon some useful applications and tools that streamline their workflows, and discuss their experience with various developer-related projects.Our Daily Drivers1. Shure SM7B2. Shure SM583. Cloudlifter4. Triton Fethead5. Scarlett Solo6. Eleven Labs7. YouTube Studio8. Google Experimental Music Effects 9. Descript 10. Apple Studio Display 11. Sony...
2024-10-1436 min
Make the Most of Your Money Podcast#3 - Investment AllocationColin and Taylor walk through how to think about what to invest in by laying out their simple three step process.
2024-10-0829 min
Make the Most of Your Money Podcast#2 - LiquidityColin and Taylor begin discussing the six variables of financial planning that you can actually control, starting with Liquidity. They'll discuss what liquidity really means, how to measure it, why it is important, and how to think about where to put your cash.
2024-09-2427 min
Make the Most of Your Money Podcast#1 - What making the most of your money meansColin and Taylor talk in depth about what making the most of your money actually means and how to start doing so in your own life.
2024-09-1026 min
Make the Most of Your Money PodcastGet to Know Colin and TaylorGet to know Colin Page, CFP® and Taylor Stewart, CFP® as they talk about what led them to the profession of financial advice and give an overview of what they'll be discussing on the Make the Most of Your Money Podcast.
2024-08-2725 min
Make the Most of Your Money PodcastTrailer: Make the Most of Your Money PodcastDo you ever wonder if you could–or should–be doing something better with your money? If so, you're not alone, and you're in the right place. Listen as Taylor Stewart and Colin Page introduce the “Make the Most of Your Money” podcast and explain just how they will help you begin making the most of your money so you never have to wonder again.
2024-08-1201 min
The Rethink Marketing PodcastThe Future of SEO, Part I: Technical (on-page) SEOOn this episode of the Rethink Marketing Podcast, Colin Jeffries and Paul Frodge invite Brianca Hadnot into the conversation to share her insights on the evolving landscape of technical SEO (on-page SEO). From summaries to how results are curated, is there anything artificial intelligence isn't touching? Are the tried and true principles of SEO being shaken, or should we continue to focus on fundamentals like alt tags, schema markup, internal link structure, and so on?The Rethink Marketing Podcast is available on all major podcast platforms! Subscribe to our Youtube channel or visit our...
2024-06-0522 min
Beyond Survival: The New Teacher PodcastWhat feedback will really help my learners?Today's episode of 'Beyond Survival: The New Teacher podcast' is the monthly episode with Colin McGill. Colin is my colleague in the PGDE at Edinburgh Napier University, and is the programme leader. You can follow him on Twitter @colinmcgill.Today we are answering the question: what feedback will really help my learners? In answering that question we also answer:What is the purpose of feedback? What are some mistakes teachers make in giving feedback?What makes verbal feedback effective? What makes written feedback effective? How does whole class fee...
2024-05-0942 min
Colin Curtis PodcastCOLIN CURTIS JAZZ DANCE FUSION SUNDAY 24TH MARCH 2024 HITMIX RADIO 107.5FMTHREE MORE HOURS OF MY TAKE ON JAZZ DANCE FUSION PLUS THE JAZZ FIRST PAGE FACEBOOK CHART.
2024-03-252h 59