Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical.

Can't Take It With You
Claim This Podcastby Austin Wealth Management
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Podcast Overview
Financial choices are all around us: shopping online, changing jobs, moving, remodeling, 401k accounts, kids and grandkids, insurance, stocks, bonds, gold, bitcoin, and on and on. In this show we tackle these themes and more with the aim of being open minded, curious and practical.
Language
🇺🇲
Publishing Since
12/11/2020
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Recent Episodes

July 29, 2025
#41: The Acquisition Entrepreneur's Guide to Wealth
<div><span style="font-family: arial, sans-serif;">Entrepreneurship can be a powerful path to wealth, but it comes with unique challenges. In this episode, Pioneer Capital Advisory founder Matthias Smith joins Derek Ripp and Carlos Cardenas of Austin Wealth Management to walk through the full journey of buying a business and building long-term wealth. Listen for business ownership insights including:</span></div> <div> <ul> <li>Getting SBA loans without going to banks yourself</li> <li>What buyers should know about financial organization and underwriting delays</li> <li>Why business value depends on being replaceable</li> <li>Retirement plan design and golden handcuff strategies for owners</li> <li>Managing liquidity vs. overexposure to cash</li> <li>Understanding risk: death, divorce, disability, distress, disagreement</li> <li>Preparing for your exit - whether via sale or management buyout</li> <li>Assembling your dream advisory team early in the game</li> <li>Guest: Matthias Smith at <a href= "mailto:matthias@pioneercap.com" target="_blank" rel= "noopener">matthias@pioneercap.com</a></li> </ul> </div>

July 11, 2025
#40: Money Communication in Marriage
<div><span style="font-family: arial, sans-serif;">Money can cause lots of stress in marriage. Couples don't have to fight, though - there are healthy ways to talk about financial decisions and get on the same page! Licensed professional counselor Amy Spears provides a helpful framework for how couples can communicate about money.</span> Listen in for Amy's insights about:</div> <div> <ul> <li>The importance of relationships for overall health</li> <li>How each spouse's unique background informs his or her view of money</li> <li>Healthy ways to self-regulate when discussing financial topics as a couple</li> <li>Why articulating your family's core values helps align spending with what is most important to you</li> <li>How to be proactive with your family's saving, spending and giving</li> <li>The role of financial communication in pre-marital counseling</li> <li>Guest: Amy Spears at <a href= "mailto:amy@livewellcounselors.com">amy@livewellcounselors.com</a></li> </ul> </div>

September 27, 2024
#39: Medicare Enrollment Options
<p>Medicare planning is complex, and people often receive a confusing flurry of insurance marketing material when they turn 65. In today's episode, we talk to Medicare expert Dana Lasman. Dana explains the basics of Medicare in an understandable way so you can make sense of your options.</p> <p>Dana reviews:<br /> • Medicare eligibility and how to enroll<br /> • Unbiased resources for evaluating the different Medicare options<br /> • The different parts of Medicare – A, B, C, D and all the way to N. What do these letters stand for?<br /> • Original Medicare v. Medicare Advantage<br /> • The components of medical expenses when on Medicare -- i.e. premiums, co-pays, co-insurance, deductible and max out of pocket cost?</p>
41 total episodes available
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Frequently asked questions
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- What is Can't Take It With You?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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