The Executive Financial Planning Podcast

Empower yourself to find the Right Financial Advisor for YOU

Most people never fire their financial advisor — even when that advisor has never once asked what they actually want out of life. In this episode, we break down three questions almost nobody thinks to ask when choosing (or vetting) a financial advisor, why “are you a fiduciary?” is the wrong question if you don’t already work in finance, and why executives with equity compensation need someone who’s actually handled RSUs and stock options before — not someone learning on your dime. Plus: a preview of our next conversation with author and advisor Heather Ettinger, and a statistic about advisor relationships that may change how you think about your own.

The Classes Your Kid Picks This Spring Will Follow Them to Every College Application

The classes your kid picks this spring — right now — will shape which colleges say yes senior year. College counselor Rhett Rybarczyk returns to reveal what actually moves the needle on a transcript, why “just take all the APs” can backfire, and the one document (the school profile) that quietly frames how colleges read your child’s entire record.

The Number One, Single Most Important Thing to Know as a Parent

Teaser Episode: To lead us into Friday's episode, Matt talks about one of the most important skills every parent needs: communicating effectively with your children. Returning guest, Rhett Rybarczyk, continues the conversation later this week with a focus on the high-stakes years leading up to college.

Raise Financially Confident Kids, without Raising Entitled Ones

In a world of instant gratification, how do you raise children who are both financially confident and genuinely responsible? In this episode, Matt is joined by guest Lynette Khalfani-Cox to explore the delicate balance between empowering your kids with financial literacy while avoiding an entitlement mindset that can derail their future.

Tips and Tricks to Help Your Child Learn About Money

Teaser Episode: Your kids won't inherit your spreadsheets; they'll inherit your habits. Matt leads us into Friday's episode, with guest Lynette Khalfani-Cox, discussing key steps in modeling your financial values to your children.