Most of us have friends, family members, colleagues and business partners who could benefit from a coach to live life at a higher, more productive level. You might think that it isn't necessary because they have you...and you give good advice for free! While untrained "coaches" can certainly provide help, you can get a special level of guidance from a professional. Rich people do! The pros aren't friendly "yes people." They are skilled experts who can help you, your loved ones and business pa...

Navigating a divorce is challenging not only emotionally, but financially. Given the legal wranglings, emotional stress and psychological impact involved in ending a marriage, people going through the process may neglect to take action to ensure their financial well-being. We have a special guest in this episode's hot seat, Beth Proudfoot, a Divorce Counselor that specializes in Collaborative Divorce. Beth, Denise and Clay will help people preparing for divorce to identify the rig...

How should I take title when I buy my house? (What the heck is title?) Should I put my house in a trust? (What the heck is a trust?!) How much insurance do I need? How do I make sure my ex-wife's estranged adult children don't inherit the home I just bought with my finance? Could I be a millionaire, and not know it? Listen and learn.

Do you struggle to understand the intricacies of Prop 19? You're in luck! Because in today's episode, we're grilling two of our favorite experts, Denise and Joel to catch us up and help us better understand Prop 19. No details spared!

Most normals spend the largest portion of their income on housing, and the second largest chunk on transportation...which often means a car. It's worth understanding some things about the economy of car buying and ownership! Zack of Walnut Creek Honda is our guest, answering a lot of questions about the topic.Should I buy or lease? Are warranties a scam? Does "Certified Pre-Owned" just mean "used cars for rich people?" Does a salesperson assume I'm buying if I agree to sit at a table wit...

Our experts, Realtor Denise and Estate Attorney Joel, are here to keep you from making DIRE mistakes when buying, owning, and selling real estate...mistakes which are DANGEROUSLY EASY to make! If you aren't in a mild panic after listening to this, you should either be proud you've already protected yourself from potential disaster, or you should check your pulse. An errant checkmark or missing piece of paperwork could easily cost you and your family hundreds of thousands of dollars! You NEED ...

Today I'm grilling Real Estate Guru Denise and Financial Guru Clay to learn what's so great about owning a home, or owning property as an investment...and what's so not-great about it. It's not practical - or possible - for everybody, but it can help people "save" money and build wealth due to its tax advantages and the potential of real estate to rise in value. Listen to hear pros, cons, warnings, ideas, and insights from experts who have helped clients make decisions in hundreds of dif...

Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 1 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

A large part of every adult person's life is BUDGETING, but you wouldn't know it by what's taught in schools. A lot of us normies graduated from high school unprepared for the financial realities that adulthood brings. Technology has spawned tools that help us budget, but even more technology that makes it easier to spend. Almost everything can be purchased within 5 clicks on the Internet, and there's no paper trail or offline evidence to heighten your awareness of your habits. More than...

A large part of every adult person's life is BUDGETING, but you wouldn't know it by what's taught in schools. A lot of us normals graduated from high school unprepared for the financial realities that adulthood brings. Technology has spawned tools that help us budget, but even more technology that makes it easier to spend. Almost everything can be purchased within 5 clicks on the Internet, and there's no paper trail or offline evidence to heighten your awareness of your habits. More than...

Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 2 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

Let's adult! (Yes, that's a verb!!) Joel helps Jen work on her estate plan, so her assets (meager as they may be) are managed and her family is provided for, in the event of her passing (knock on wood). This is Part 1 of a 3-part "miniseries" that will document what it's like to put together an estate plan, from beginning to end.

We got carried away the last time we recorded, and our last show was already almost too long...so consider this an "epilogue!" Our money magi kept talking about a constellation of important financial issues, and we wanted to share the highlights with you.

Our financial advisor, realtor, and estate planning expert share what they make SURE their clients know, from their very first meeting together.

Let's dig into the hangups and obstacles people have around understanding, earning, and mastering money, so we can eliminate them!There's a lot of mystery and emotion around money...most people have a love/hate relationship with it. Alongside positives like opportunity, ambition, freedom and abundance, you see negatives like greed, materialism, insecurity and shame...where are you on the spectrum, and where do you want to be?

"Rich people don't work for their money - their money works for them."​This is true...and it doesn't seem fair. But this is GOOD NEWS, because it can also be true for YOU!​We grew up feeling like financial underdogs...like we'd always have to struggle and worry about money, no matter how hard we worked or how smart we became. We're in our forties now. And we've come a loooong way! But we know there's more we could be doing...and we can't stand the FOMO any more. We don't want to be finan...