Intimacy professional and dance choreographer Nicole Perry wants to build a world where artistic collaborators are respected, valued, and safe in their workplaces. She joins us to talk about the increasing recognition of the role intimacy professionals play in creating live performances, films and television, as well as how the growing profession is finding its niche even in unexpected places. In a conversation with Palisades Hudson’s President Larry Elkin and "Something Personal” host Amy Laburda, Nicole also explains how she cultivated the skills she uses in her current professional roles; how she builds a life in the arts in South Florida; why empowering collaborators to say “no” leads to better art; and much more.
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“Something Personal” is back with season three, and we are diving into the news with our first ever three-guest panel. Larry Elkin, CPA, CFP®; Paul Jacobs, CFP®, EA; and Ben Sullivan, CFP®, CVA, EA sit down with host Amy Laburda for a roundtable discussion of issues including the One Big Beautiful Bill Act, interest rates, the middle class “squeeze,” tariffs and others. This wide-ranging conversation offers a window into the way seasoned financial professionals look at news about the economy, tax policy, markets and more.
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Something Personal will return in the fall of 2025. This season, the podcast expands beyond the topics covered in Palisades Hudson's two books, widening the scope of discussions about the personal side of personal finance. Host Amy Laburda welcomes back financial professionals from Palisades Hudson as well as a variety of guests from industries including film, sports, academia, food service and many more. Join us for a new season of Something Personal this autumn.
For the season finale of “Something Personal,” host Amy Laburda sits down with two professionals who, in different ways, help athletes to navigate the changing landscapes of college and professional sports. Jumaane Ford is an attorney and an NFLPA-certified contract adviser with Range Sports. In more than 20 years of sports and entertainment work, Jumaane has produced film and television, negotiated major contracts for actors and recording artists, and helped college athletes navigate the world of name, image and likeness (NIL) deals. Shomari Hearn, CFP®, EA, also returns to the podcast to offer a financial planner’s perspective. Among his other responsibilities, Shomari oversees Palisades Hudson Entertainment and Sports, which provides business management services to entertainers and athletes. Together, Shomari and Jumaane walk listeners through helping their clients succeed in making smart deals in the present and investing in their future.Thanks for joining us for the second season of “Something Personal.” We plan to return for season three later this year.
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Paul Jacobs, CFP®, EA, has a long history of getting involved in his community. He returns to the podcast to talk about the rewards of volunteering for an organization you feel strongly about, including his own experiences in Atlanta dating back to his move there in 2008. Paul and host Amy Laburda chat about how to balance volunteering with your other priorities, when and how to step away, what to keep in mind if you want to start your own nonprofit organization, and much more. Whatever cause is close to your heart, Paul suggests taking a realistic but generous approach to making a difference in the place you live.
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Moving to another county can complicate your financial planning. But that’s no reason to avoid a potentially once-in-a-lifetime experience. ReKeithen Miller, CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent, sits down to talk through some of the tax, retirement and estate planning adjustments an American should consider before a long-term move abroad. But he and host Amy Laburda also discuss the many upsides of exploring the world. Whether your multinational company is offering you a position outside the U.S. or you’re a digital nomad who wants to make the most of your professional flexibility, seeing the world can be life-changing. A little advance planning and experienced professional advice can make sure it goes smoothly, wherever your life takes you.
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The best time to start saving for retirement is yesterday; the second-best time is today. Accountant Victoria Dubuc, of Palisades Hudson’s Fort Lauderdale headquarters, walks listeners through the power of a long timeline when it comes to retirement planning; how to determine how much you need to save; ways to balance different types of retirement accounts; and more. Victoria and host Amy Laburda are frank about the challenges of starting to save for retirement. But they also discuss how a late start isn’t insurmountable. Whether you have been putting off thinking about retirement savings or you just want a refresher on how to make the most of your retirement accounts, this episode is for you.
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Tax season has a bad reputation among many Americans, inspiring anxiety, frustration or even occasionally dread. But it doesn’t have to be this way. Melinda Kibler, CFP® and IRS Enrolled Agent, encourages listeners to take a deep breath and dive into their tax planning with level heads. Melinda and host Amy Laburda talk about why tax planning is a year-round activity, why working from home could complicate your tax picture, how to know when to consult a professional, what to do if you receive an audit notice, and much more. Melinda’s genuine passion for tax planning may not convert you to a fellow income tax enthusiast, but her straightforward advice may at least help you to create the habits that can make future tax seasons straightforward and low-stress.
A job offer can be exciting, but your career choices can have major impacts on your finances as well as your day-to-day life. How can you tell if changing jobs, or even venturing out on your own as a freelancer, is right for you? Certified Financial Planner™ Benjamin C. Sullivan returns to the podcast to help listeners think like a financial pro when considering a job offer or contract. Ben and host Amy Laburda talk about how to evaluate compensation, including salary, benefits, equity offers and more; when and how to negotiate with your prospective employer; signs that you might want an attorney’s advice; and much more. Whether you are pursuing better compensation, a more fulfilling role, a novel challenge or all of these, this episode can help you thoughtfully evaluate the road ahead of you in the context of your complete financial picture.
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Choosing to have children is a deeply personal decision that incorporates diverse practical and emotional factors. But once you decide to become a parent, it is worth taking the time to think about how this change will affect your financial life. From the costs of pregnancy and childbirth to paying for a college education, parents face a variety of planning challenges and opportunities. Rebecca Pavese, CPA, returns to the podcast to offer her perspective as a financial planner (and as a mom). Join Rebecca and host Amy Laburda as they talk about how to budget for new expenses; what tax breaks are available to parents; why wills are crucial for parents; planning for ART, surrogacy or adoption; and much more.
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Marriage is about two lives becoming one, and that can mean a lot of things for your finances. While David Walters, CPA, CFP®, has a lot to say on matters ranging from joint accounts to taxes to estate planning, he maintains that there is one principle more important than the rest: honest communication. David and host Amy Laburda discuss why being able to talk about money is so critical to a couple’s success before, during, and even sometimes after a marriage. They also chat about the importance and complications of prenuptial agreements: who needs them, how to approach them, and how to ensure both partners are treated fairly. Whether you’re considering marriage or your partnership could use a financial tune up, check out this episode expanded from David’s chapter on the same topic in the firm’s book “The High Achiever’s Guide To Wealth.”
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Buying a home is a major financial goal for many people. But, especially for first-time homebuyers, the process can seem daunting. In this episode, Eric Meermann, CFP®, CVA, EA, demystifies the financial dimensions of homeownership. He and host Amy Laburda walk through the mortgage application process, but they don’t stop there. Eric also dives into the tax benefits of homeownership; what to know about homeowners insurance; the ups and downs of homeowners associations; and much more. While homeownership is a major financial decision, it can also be intensely rewarding. Eric helps listeners to pursue their homebuying goals with confidence in this episode based on his chapter from The High Achiever’s Guide To Wealth.
Links:
What Is Wealth? (with Larry Elkin): https://www.palisadeshudson.com/2024/09/what-is-wealth-podcast/
Achieving Adulthood Liftoff (with Brianna Aviles and Mamie Odom): https://www.palisadeshudson.com/2024/10/achieving-adulthood-liftoff-podcast/
For many Americans, a car is a necessity — but it isn’t cheap. Whether new or pre-owned, bought or leased, a new car can carry expenses both obvious and less so. But evaluating your lifestyle, preferences and finances can help you get the car you’re proud to drive without putting a strain on your overall budget. Kasey Radney, a senior client service associate at Palisades Hudson, sits down with host Amy Laburda to cover some auto essentials. How can you tell whether you should buy or lease? Should you get pre-approved for an auto loan? How can you feel confident buying a used car? Kasey covers all these questions and more in our latest episode.
Links:
Kelley Blue Book: https://www.kbb.com/
J.D. Power: https://www.jdpower.com/
Consumer Reports: https://www.consumerreports.org/cars/
Bankrate: https://www.bankrate.com/loans/auto-loans/auto-loan-calculator/
Financial Foundations: Budgets And Credit Scores (with Rebecca Pavese): https://www.palisadeshudson.com/2024/10/financial-foundations-budgets-and-credit-scores-podcast/
Carfax: https://www.carfax.com/
Building a savings cushion and paying down debt are two of the most common personal finance goals. But that doesn’t mean either one is always easy. Thomas Walsh, CFP®, returns to the podcast to talk about the balancing act many people have to master in order to save for big goals like retirement or education while also staying on top of their debts. In a wide-ranging conversation with host Amy Laburda, Thomas breaks down why an emergency fund is essential for everyone; why it’s crucial to stay flexible in your savings approach; the importance of making a debt repayment plan that works with your temperament; and much more. Thomas also talks about the importance of forgiving yourself for financial mistakes and moving forward one manageable step at a time.
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“What Is Wealth?” (S2E1, with Larry Elkin)
“Investing Fundamentals” (S1E9, with Palisades Hudson CIO Benjamin C. Sullivan)
Rebecca Pavese, CPA, knows that some people think budgets and credit are the small potatoes of financial planning. But she argues that mastering these basics will set you up for success as you pursue bigger and more complex goals. Rebecca sits down with host Amy Laburda to chat about the nuts and bolts of building a budget, whether you’re a first-time budgeter or looking to overhaul your existing approach. They also break down the basics of credit scores: how they’re calculated, how to improve them, and why they’re so important. Just like establishing an exercise routine and a balanced nutritional plan, mastering budgets and credit sounds simple, but can take practice to truly master. And, in the same way, taking the time to master them can pay lifelong dividends to your financial health.
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Palisades Hudson client service associates Brianna Aviles and Mamie Odom are financial professionals — but they’re also young adults who have recently started navigating the world of renting their first apartments, refining their budgets to reflect their goals, paying off student loans and more. Between their financial training and their own experiences, they provide a window into how to start your financial life on a positive note, and also how to avoid beating yourself up over any missteps. Host Amy Laburda encourages Brianna and Mamie to get personal about expenses that surprised them, how they learned to sort their short-term and long-term priorities, and some of the ways that their personal experiences will shape them as they progress in their careers. Whether you’re just starting out yourself or you want to help a young adult in your life on their way, Brianna and Mamie offer plenty of advice for lifting off into adulthood with confidence.
Sewbo is a company working to bring automation to the clothing industry. Founder Jonathan Zornow joins host Amy Laburda and Certified Financial Planner™ Melinda Kibler to discuss what the first decade of a tech startup is really like, from sharing a New York City apartment with a robot to flying around the world, and all the highs and lows in between. Melinda, who has helped Jon and a variety of other entrepreneurs get their businesses off the ground, supplements the Sewbo story with plenty of advice for listeners considering chasing a next great idea of their own. Listen to discover why robots aren’t naturally adept tailors, the pitfalls of letting a spreadsheet choose where you live, the power of 11-year-old girls, and much more.
Show Links:
Sewbo: https://www.sewbo.com/
ARM Institute: https://arminstitute.org/
Larry Elkin on founding Palisades Hudson Financial Group: https://www.palisadeshudson.com/2023/10/the-family-business-start-to-finish-podcast/
Gabe Fleisher is the creator and writer of “Wake Up To Politics,” an email newsletter that reaches more than 45,000 readers every weekday. He is also a recent graduate of Georgetown University who turned his newsletter from a part-time endeavor into his full-time job. Gabe joins host Amy Laburda and Palisades Hudson president (and former journalist) Larry Elkin to discuss the state of journalism in 2024. Their wide-ranging conversation also touches on partisanship, Substack, an 1898 shipwreck, the collapse of Arthur Andersen, how a high school junior scooped Bill de Blasio’s presidential run, and much more.
Show Links:
“Wake Up To Politics”: https://www.wakeuptopolitics.com/
Image of Dorothy Dix’s column “The Selfishness Of Men”: https://en.m.wikipedia.org/wiki/File:Dorothy_Dix_1898_The_Selfishness_of_Men.jpg
Gabe on “Full Frontal with Samantha Bee” in September 2017: https://youtu.be/_zwFjy9GOKQ?si=VoBm3C3PViXspKCw
“1,000 True Fans” by Kevin Kelly: https://kk.org/thetechnium/1000-true-fans/
Note: Gabe mentions a Sept. 10 live stream with Chris Cillizza. Substack video is in its early stages, so currently there is not a way to watch a live stream after the fact.
“Wealth,” “success” and “achievement” are all concepts that may seem simple. But let a financial planner scratch the surface, and you may be surprised what you find. Larry Elkin — CPA, CFP®, and founder of Palisades Hudson Financial Group — returns to “Something Personal” to weigh in on the ways he’s seen clients measure success (accurately and otherwise) during his decades as a financial adviser. Find out what Dickens, Princess Diana, Tonya Harding and more have to tell us about how money can, and can’t, contribute to happiness and satisfaction. Join Larry and host Amy Laburda to discover what wealth is in the first episode of our second season.
Show links:
The High Achiever’s Guide to Wealth: https://www.palisadeshudson.com/high-achievers-guide/
Larry’s August 2024 newsletter article (“What Is Success, Exactly?”): https://www.palisadeshudson.com/2024/08/what-is-success-exactly/
"Something Personal" episode about Larry founding Palisades Hudson (season one, episode one): https://www.palisadeshudson.com/2023/10/the-family-business-start-to-finish-podcast/
Something Personal returns in fall 2024. Host Amy Laburda will be talking to the authors of Palisades Hudson Financial Group's book for younger adults, The High Achiever's Guide to Wealth, as well as a few high achievers like those the book was written to help. Episodes will cover how to rent your first apartment, how to balance building your savings with paying off your debt, how to decide whether to lease or buy a car, and much more. Join us this autumn for more conversations about something personal.
