
All Episodes
Episodes
How Healthy and Happy Families Approach Estate Planning with Jen Gumbel
Today, Ed is joined by Jen Gumbel, an estate planning and probate attorney based in Minnesota. She established Organized (after)Life to change how people think about estate planning and legacy.
Jen loves getting...
View Episode
Equal Partners: Improving Gender Equity At Home with Kate Mangino
Today, Ed is joined by Kate Mangino, a gender expert who works to change harmful social norms through writing, training, and facilitation.
She has 20+ years of experience working in the international development...
View Episode
How To Improve Your Financial Life With The Stages of Change with Jeremy Keil
Today, Ed is joined by Jeremy Keil, fellow financial planner and enthusiast of the psychology of motivational interviewing. Jeremy is here to teach us about the value of motivational interviewing and how he uses it to...
View Episode
Unlocking The The Millionaire Next Door and So Much More with Dr. Sarah Fallaw
Today, Ed is joined by Sarah Stanley Fallaw, Ph.D. She is the author of The Next Millionaire Next Door and the founder and President of DataPoints LLC, a company that provides technologically-enabled financial...
View Episode
When Our Financial Stories Change And We Invest In What Matters with Brittany Damico
Today, Ed is joined by ESG consultant Brittany Damico. She is the Director Of Business Development at Ethos ESG, a data and analytics provider catering to financial advisors, individual investors, and institutions....
View Episode
How To Restore Hope After Discovering Financial Lies In Your Intimate Relationships with Tracy Coenen
Today, Ed is joined by forensic accountant Tracy Coenen. She has over two decades of experience in accounting and investigations, and has personally investigated more than 500 frauds in a wide variety of...
View Episode
How Financial Therapy with Financial Planning Increases Financial Intimacy For Couples with Michael Reynolds
Today, Ed is joined by Michael Reynolds, a Certified Financial Planner™ and owner of Elevation Financial, a fee-only financial planning and investment management firm serving progressive SRI/ESG investors. He is the...
View Episode
Grateful When Brene Brown Saves Your Life After Organ Failure with Julie Johnson
Today, Ed is joined by Julie Johnson, President, and CEO of XY Communication. Julie is certified in behavioral finance and her passion is “advocating for and empowering advisors, executives and/or any who are...
View Episode
How Therapy Can Evoke Passion For Our Financial Well-Being with Couples Therapist Jason Wasser
Today, Ed is joined by Jason Wasser. He’s a licensed marriage and family therapist and entrepreneurial expert based in Hollywood, FL.
Jason is a practitioner of NET, a mind-body technique that finds and removes...
View Episode
It Is Time to Love Financial Planning For Couples with Natalie and Dan Slagle of Fyooz Financial Planning
Today, Ed is joined by Natalie and Dan Slagle. Both are CFPs and part of the XY Planning Network, a community of fee-only advisors. The Slagles love working with couples in the financial planning process.
Natalie...
View Episode
Cold Waffles and Trauma with Couples Therapist Ashley Quamme
Today, Ed is joined by Ashley Quamme, a licensed marriage and family therapist specializing in Emotionally Focused Therapy (EFT).
Today’s conversation centers around attachment theory, which Ashley defines as “how...
View Episode
Opening Up Money Conversations With Our Kids with Clifton Corbin
Today, Ed is joined by Clifton Corbin. A self-proclaimed “financial literacy advocate,” Clifton provides resources for parents who are looking to get their kids “ready to manage in a world where the use of money is...
View Episode