The Financial Huddle | Real Money Conversations for Financial Literacy

32 Episodes

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Preparing for The Great Wealth Transfer

2026-08-0527:38

$84 trillion is set to change hands, and countless families are less prepared than they may think. We talk through the Great Wealth Transfer and a real question behind it: will your family inherit wealth, or inherit problems that cost time, money, and relationships? We start with why money conversations may feel taboo and how that silence can turn into “deer in the headlights” moments when a parent passes or becomes incapacitated. From there, we break down the estate planning essentials that...

A Practical Approach to AI Investing (Ft. Stoyan Petev)

2026-07-2227:33

AI is moving so fast that investors feel whiplash and that’s exactly why we wanted a grounded conversation about AI investing, portfolio strategy, and what’s actually actionable. We’re joined by Stoyan Petev, SVP of Advanced Markets at C2P Enterprises, who brings decades of market experience and a practical framework for thinking about where AI value may accrue beyond the headline stocks everyone already knows. We walk through six AI investment themes that show up across the real econo...

Should I Be Doing Roth Conversions?

2026-07-0826:33

Everyone is talking about Roth conversions right now, but most people only hear the hype and miss the parts that actually move the needle. In this episode, we get specific about what a Roth conversion is, why it can be one of the biggest “engines” for moving wealth from the pre-tax bucket to the tax-free bucket, and why the real win is control: control over taxes, control over required minimum distributions, and control over how retirement income shows up on your tax return. We walk th...

College Planning Is A Retirement Issue

2026-08-1925:36

College tuition has turned into a shock test for even high-income families, and the worst part is how quietly it can derail retirement. We sit down as three dads who have lived the tuition bills and we get brutally practical about what college really costs all-in, why the sticker price is a terrible planning number, and how families end up making $100,000 decisions with almost no transparency. We walk through the data driving today’s student loan debt crisis, then shift to what you can actua...

Estate Planning w/ Dirk Winkler

2026-06-2420:34

Most people say estate planning is important, but the numbers tell a harsher story: a majority of US adults still have no will, no trust, and no powers of attorney. That gap creates real chaos when a family faces a death or, even more common, a sudden loss of capacity. We bring in estate planning attorney Dirk Winkler, who has nearly three decades of experience, to help us cut through the confusion and focus on what actually protects families. We start at the macro level: what estate plannin...

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The Financial Huddle | Real Money Conversations for Financial Literacy