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.
Compliance Kim takes the wheel for a topic close to her heart: fraud. Drawing on FINRA's national research and real cases from their own firm, Kim and Emily share true stories, including one where a fraudster opened an account and beat two-factor authentication, to show how scams actually unfold and what to do the moment something feels off.
27 Aug 2026
12 What Do I Actually Put In This Account?
One year in, Kim and Emily celebrate the podcast’s anniversary by getting back to basics: what should you actually put in that Roth IRA or brokerage account once it’s open? They break down stocks, bonds, mutual funds, and ETFs in plain English, then tackle riskier terms like margin and short selling so you know what you’re hearing about before you ever try it.
24 Jul 2026
11 What to Expect With an RIA
Kim and Emily tackle a question they hear constantly: How do I know I'm ready to work with an advisor? The answer, they explain, isn't a dollar amount. It's a feeling, paired with the willingness to get organized. They walk through the prep work that comes before you ever pick up the phone, gathering statements, defining your goals, and figuring out your risk tolerance, so you walk into an interview knowing what you want instead of being talked into something you don't. They also build out a full advisor checklist.
19 Jun 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.
15 Apr 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.
23 Mar 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).
16 Feb 2026
07 Deep Dive into Retirement Accounts
Kim and Emily walk through traditional IRAs, 401(k)s, and Roth accounts, explaining how each works and why they matter. Traditional accounts offer tax deductions now but require taxes later, while Roth accounts flip the script—pay taxes upfront, never again. The real strength shows up in retirement when you can pull from both account types to control your taxable income and even affect Medicare costs. Kim shares the Roth IRA's origin story, while Emily discusses her recent Roth 401(k) decision. They explain which tax bracket fits which account type, clarify required minimum distributions, and make the case for custodial Roth IRAs for teenagers.
12 Jan 2026
06 Your New Year's Financial Checklist
Start the year right with a practical roadmap for your financial and personal life. Kim and Emily guide you through essential annual reviews—from credit reports to insurance coverage—helping you organize, protect, and plan for the year ahead without overwhelming yourself.
15 Dec 2025
05 The Waterfall Savings Method (Part 2)
Kim and Emily continue their waterfall savings framework, diving deep into maximizing 401(k)s, understanding the powerful benefits of Roth accounts, and navigating tax-advantaged savings strategies.
17 Nov 2025
04 The Waterfall Savings Method (Part 1)
Kim and Emily introduce the waterfall savings method—a strategic framework for prioritizing your financial goals.
13 Oct 2025
03 - Planning for Your Future
How do you enjoy life today without sacrificing tomorrow? Kim and Emily tackle one of the most universal financial challenges—finding the balance between living well now and saving smart for the future. Learn why money shouldn’t feel like reward or punishment, and discover the essential pillars that create a solid financial foundation without guilt.
15 Sept 2025
02 - Building a Budget That Actually Works
Ready to build a budget that won't make you miserable?
15 Sept 2025
01 - Meet Your Hosts
In this inaugural episode, discover what inspired two financial professionals to create a podcast for real people navigating money decisions without the jargon or intimidation.
28 Aug 2025
Financial Strides Trailer
Clear conversations that help you take confident steps toward financial contentment.
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