ME and Money Podcast

Latest Episodes
Episode 17: The Importance Of Cybersecurity
Each year, our world becomes even more digital, and with it, this means there are more ways than ever to have your information, identity, and financial life hijacked on the internet. In this episode
Episode 16: 5 Must Do Steps As You Get Ready For Tax Season
Tax season is right around the corner! Are you prepared to prepare those returns? Tax filing deadlines can sneak up on us quickly, and make life a bit more stressful than it needs to be. In this episo
Episode 15: Should I Prepay A Trip or Expense?
Whether its a big vacation, your insurance bills, or even the subscriptions to various services, Matt and Elliott share their thoughts on when it makes sense (or maybe doesnt) to prepay. In a world
Episode 14: Mapping Out A New Financial Year
Happy (almost anyways) New Year! As we all start looking ahead to 2025, many times it can feel like an opportunity to have a fresh start, make changes, or try to be a bit more proactive on a given h
Episode 13: How To Be A Good Tax Client (Roundtable with Alicyn McLeod, Ashley Francis, and Logan Graf)
**Episode 12 was also released today, dont forget to check out our conversation with Olivia Sharp on all things Home, Auto, and Liability Insurance** In this second edition of ME & MONEY for this wee
Episode 12: Stories From An Insurance Broker (with special guest Olivia Sharp)
In this episode, were back with another special guest! This time, to talk about some real-life stories with Property and Casualty (Home, Auto, Umbrella, etc.) Insurances. Olivia dives deep into sever
Episode 11: What To Know About Home, Auto, and Umbrella Insurance
Many times we see advertisements for how you can save money on your home, auto, and personal insurance. While most of us have these coverages, how do you know if you have enough? Is price the most i
Episode 10: Deeper Dive On Life Insurance (with special guest Tony Steuer)
In this episode, we welcome our first guest to the show! Tony Steuer, CLU, CPFFE joins us to talk a bit more about the nuance of Life Insurance, when it makes sense, and when it doesnt. Tony has a we
Episode 9: The Election Is Over, Now What?
In this semi-breaking news episode of Me & Money, Matt and Elliott chat a bit about what the election results could mean for some of the larger planning topics in Personal Finance. While there are s
Episode 8: What Should I Avoid With Life Insurance?
While we dont sell it, we believe insurance is an incredibly important aspect of a well-rounded financial plan. In our time working with clients, weve seen great plans, and some that leave us scratc