ME and Money Podcast

About ME and Money Podcast

Real Money Conversations, Real Financial Planners

Publisher

ME and Money Podcast

Category

business · business · education

Language

en

Explicit

No

First episode

12 Jun 2024

Latest episode

29 Sept 2026

Latest episodes

60 episodes in the feed.

1. 

   29 Sept 2026

   Episode 59: IPO Frenzy / Speculative Investing

   With a blockbuster start to the year with Initial Public Offerings (IPOs) after the listing of SpaceX, Matt and Elliott figured now would be a great time to talk about why all IPOs should be something you strongly think about before pulling the trigger. There are going to be a lot more headlines this year as the AI-Hype Train continues to roll along, and along with it, plenty of opportunities to derail your investment game plan. We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com (mailto:matt@planwithharmony.com) or at www.planwithharmony.com (http://www.planwithharmony.com) Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com (mailto:elliott@kindnessfp.com) or at www.kindnessfp.com (http://www.kindnessfp.com) You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 (https://forms.gle/z2qWJpvmnzxqDfCK9) DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

2. 

   15 Sept 2026

   Episode 58: The Mega Backdoor Roth!

   Backdoor Roth contributions have been all the buzz in financial influencer, and social media content for the past 5-10 years. While it can be a lucrative strategy, it’s not all sunshine and rainbows. In this episode, Matt and Elliott discuss what a Backdoor Roth actually is, why it’s not a simple decision as to who and how much should be done with this strategy, and talk through a few nuanced points that they work through before making a decision with their clients. We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com (mailto:matt@planwithharmony.com) or at www.planwithharmony.com (http://www.planwithharmony.com) Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com (mailto:elliott@kindnessfp.com) or at www.kindnessfp.com (http://www.kindnessfp.com) You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 (https://forms.gle/z2qWJpvmnzxqDfCK9) DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

3. 

   1 Sept 2026

   Episode 57: Can I Help My Kids Too Much?

   Just about anywhere you turn, there is someone waiting to give you unsolicited parenting advice. So we figured, why not us, too? Just kidding. In this episode, Matt and Elliott discuss the fine line between the two “S words” when it comes to parenting. Stewardship, and Spoiling. While everyone certainly has their own values and set of circumstances to factor into what that equation looks like, Matt and Elliott discuss a few concepts and ideas to help you build a successful parenting framework when it comes to financial support of your child. We’d love to hear your thoughts about this episode, reach out to us below. Have a question for a future show topic? Matt Fizell, CFP® can be reached by email at matt@planwithharmony.com (mailto:matt@planwithharmony.com) or at www.planwithharmony.com (http://www.planwithharmony.com) Elliott Appel, CFP® can be reached by email at elliott@kindnessfp.com (mailto:elliott@kindnessfp.com) or at www.kindnessfp.com (http://www.kindnessfp.com) You can also submit questions to this link: https://forms.gle/z2qWJpvmnzxqDfCK9 (https://forms.gle/z2qWJpvmnzxqDfCK9) DISCLAIMER: The ME & Money Podcast is hosted and produced by Harmony Outsourcing Services LLC and is intended only to be educational, informational, and should not be considered as financial advice. Matthew Fizell, CFP® is an investment adviser representative of Harmony Wealth L.L.C. (“Harmony”). Elliott Appel, CFP® is an investment adviser representative of Kindness Financial Planning LLC (“Kindness”). However, the views and opinions expressed by Matt and/or Elliott in this podcast are not intended as individualized investment advice on behalf of Harmony and/or Kindness, or as tax, accounting, or legal advice. Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. Harmony is a registered investment adviser authorized to do business in the states of Wisconsin and Texas, and other jurisdictions where exempted. Kindness is a registered investment adviser authorized to do business in Wisconsin, California, and Washington, and in other jurisdictions where exempted. Registration as a registered investment adviser does not imply a certain level of skill or training. This website contains links to the Harmony and Kindness websites that provide general information about the advisory services offered by Harmony and Kindness. These links are provided as a convenience only. Harmony and Kindness can only provide individualized services after you sign an agreement and receive required disclosures. Users of this website may, but are not required to, engage the services of Harmony or Kindness for advisory services. Please remember that all investments involve varying degrees of risk, and the future performance of any specific investment or investment strategy is not guaranteed to be profitable or equal to any historical performance. Podcast Intro Music Credit: Inspiring Optimistic Upbeat Energetic Guitar Music Title: Inspiring Optimistic Upbeat Energetic Guitar Rhythm https://www.patreon.com/posts/62282987 Released by: Oleg Mazur https://soundcloud.com/fm_freemusic Music promoted by https://www.chosic.com/free-music/all/

Who has been a guest on ME and Money Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Alicyn McLeod
• Ashley Francis
• Logan Graf
• Olivia Sharp

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 30 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

47

Social presence

0

YouTube

0

Engagement

32