Join hosts Kim and Emily as they guide you through practical financial wellness, from understanding investment basics to balancing today's enjoyment with tomorrow's security. No overwhelm, no judgment, just clear conversations that help you take confident steps toward financial contentment.
Financial Strides
Claim This Podcastby Woodley Farra Manion
5.0(6 reviews)
11 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
Join hosts Kim and Emily as they guide you through practical financial wellness, from understanding investment basics to balancing today's enjoyment with tomorrow's security. No overwhelm, no judgment, just clear conversations that help you take confident steps toward financial contentment.
Language
🇺🇲
Publishing Since
8/28/2025
1 verified contact email on file for Financial Strides
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Recent Episodes
June 19, 2026
10 Getting To Know Us
For their tenth episode milestone, Kim and Emily swap questions they selected in secret, covering everything from the money lessons their parents drilled into them early to the financial mistakes they'd undo if they could. Kim reflects on starting work at fourteen and learning to use credit responsibly through a coupon-book personal loan her dad co-signed. Emily comes clean about cashing out a $5,000 IRA in 2009—and what that account would be worth today. They discuss the habit of mindless online shopping and how Emily broke it, why parents shouldn't feel guilty prioritizing their own retirement over funding a child's education, and what financial success really means when you define it as a feeling rather than a figure.
April 15, 2026
09 What We Actually Do
Kim and Emily break down the anatomy of an RIA, starting with registration, regulation, and the publicly available documents that every investor should know how to find and read. They explain why your assets stay in your name at a custodian, why RIAs don't sell products or earn commissions, and how the fiduciary standard—rooted in a single sentence from the Investment Act of 1940—keeps every decision pointed in the direction of what’s best for the client. They also walk through their own roles at Woodley Farra Manion, from compliance and operations to portfolio accounting and client relationship management, and close with a practical checklist for evaluating any financial adviser you are considering.
March 23, 2026
08 Taxable Brokerage Accounts
Kim and Emily tackle the account type that requires no government permission, no contribution limits, and no mandatory withdrawal age. A taxable brokerage account sounds intimidating, but it's actually your most flexible tool once you've funded everything else. Learn the difference between cost basis and capital gains, why holding stocks longer than a year saves you money on taxes, and how dividend income creates another revenue stream for your investments. Kim and Emily also explain the real purpose of this account (hint: it's not for active trading).
11 total episodes available
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Frequently asked questions
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- What is Financial Strides?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 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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