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MONEY WITHOUT MATH
We're exploring how money exists in our real, daily lives, not just as numbers on a chart. From managing our emotions to caring for an aging parent, join us for conversations that are practical, sometimes philosophical, and always fresh.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm
Episodes
154 episodes
50. Invest in a Longer, Healthier Life with Joshua Herring
What if one of the greatest retirement risks isn’t market volatility, but losing healthy years of life?In this episode of Money Without Math, Karen sits down with Joshua Herring, CEO of the Longevity Science Foundation, to explore the ra...
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Design a Life You Love with Dr. Katie Sandoe
What if you approached your life with the same intentionality that organizations bring to strategic planning?In this episode of Money Without Math, Karen Coyne sits down with leadership strategist, speaker, and "Sparkologist" Dr. Katie S...
The Unexpected Role Your Home Plays in Healthy Aging with Esther Greenhouse
Nearly 95% of older adults are aging in place. But studies suggest that as little as 1% to 5% of U.S. homes actually have the key features needed to make that possible. Most people assume aging in place is about installing grab bars or making r...
Love Richer: Building Stronger Relationships Through Better Money Conversations with Jackie Combs
Love and money are deeply connected—even when we avoid the conversation.In this episode of Money Without Math, Karen Coyne sits down with attorney and Love Richer creator Jackie Combs to explore how women can set themselves up f...
Place Planning for Health, Wealth, & Longevity with Ryan Frederick
Where you live shapes more than your lifestyle—it influences your health, relationships, and long-term financial outcomes.In this episode, Karen sits down with Ryan Frederick, founder of HERE and author of Right Place, Right Time, to exp...
Why More Money Still Feels Stressful: Sudden Wealth, Inheritance, and Identity with Marin Laukka
You might assume that receiving a financial windfall would feel exciting, freeing, or even relieving. But for many people, sudden wealth brings something much more complicated: overwhelm, identity shifts, grief, uncertainty, and emotional paral...
You’re Negotiating Already—How to Do It Better with Ranieka Weston
Negotiation is often equated with high-stakes conversations: salary offers, contracts, or tense back-and-forths across a conference table. But leadership coach and consultant Ranieka Weston says negotiation is happening constantly, often in the...
Inheritocracy: When Family Wealth Matters More Than Your Paycheck with Dr. Eliza Filby
Historian and generational expert Dr. Eliza Filby, author of Inheritocracy: It's Time to Talk About the Bank of Mum and Dad, joins Karen Coyne to explore why economic outcomes increasingly depend more on access to parental support and ...
Gratitude As a Way of Life with Dr. Peggy DeLong
What if the key to feeling more financially secure, more successful, and more at peace had nothing to do with your account balance? Gratitude might sound like a soft skill, but the science says otherwise.In this episode of Money Without ...
Building Money Skills in Kids with Mary Wilcox Smith
Parenting around money is messy for almost everyone. Your kid blows through their allowance or your college student burns through the semester’s food budget–and without intention, you might find yourself responding in a way that’s more controll...
Where You Live Shapes Your Future with Bradley Schurman
You don’t make decisions about your later life in later life, you make them in midlife. And one of the biggest decisions? Where you choose to live.In this episode of Money Without Math, Karen Coyne is joined by demographic strategist Bra...
Want to Move to Sardinia? What It Really Takes with Michele Collu
Have you ever dreamed about relocating abroad? As many as 34% of Americans say they would move overseas if they could, and interest is only growing. Concerns about quality of life, cost of living, and a desire for a different pace are motivatin...
The Etiquette of Empathy: What to Say (and Not Say) in Times of Loss with Kathi Balasek
In this heartfelt and deeply practical episode, Karen Coyne sits down with Kathi Balasek—educator, grief literacy advocate, and founder of Grief Ready Communications—to talk about how to support someone through loss.Drawing on her experi...
The Missing Piece to Living to 100 (It’s Not What You Think) with Ken Stern
In this thought-provoking conversation, Karen Coyne sits down with Ken Stern, author of Healthy to 100, founder of the Longevity Project, and former CEO of NPR, to explore the critical but often overlooked role of social health in living longer...
Ask Better Questions, Save More Money with Matt Schulz
What do medical bills, group dinners, canceled flights, and even premarital counseling all have in common? According to Matt Schulz—Chief Consumer Finance Analyst at LendingTree and author of Ask Questions, Save Money, Make More—they’r...
The Surprising Value of Advice with Dr. Daniel Crosby
Money has a way of slipping into every corner of life, shaping how we feel, how we make decisions, and even how we show up for the people we love. So when the online noise insists that “nobody needs an advisor anymore,” it ignores the part of m...
Understanding Our Hidden Patterns with Bukola Oguntala
Patterns shape the way we lead, work, spend, save, and even show up in our relationships, and still, most of us rarely stop to notice the ones shaping us behind the scenes. In this conversation, Karen sits down with leadership strategist and ke...
How Gen X Can Fix a Late Start On Retirement with Kerry Hannon and Janna Herron
Generation X has officially entered the “wait… how close is retirement?” era. And while most of us still feel mentally 35, the numbers are inching closer whether we’re ready or not. This conversation with Kerry Hannon and Janna Herron, co-autho...
Doing Money Together with Heather Boneparth
Building a life with someone means blending histories, emotions, habits, and hopes, and money is woven through all of it. In this conversation, Karen is joined by author Heather Boneparth, who spent two years interviewing couples and experts to...
How to Age Well (and Love It) with Dr. Kerry Burnight
We spend so much time thinking about how to live longer, but not nearly enough time thinking about how to live better.In this episode, Karen sits down with Dr. Kerry Burnight, known as America’s Gerontologist and author of Joyspan: The A...
The Hidden Side of Caregiving: Managing a Parent’s Finances with Beth Pinsker, CFP®
When a loved one suddenly needs care, most people expect to handle the emotional and medical side, but few are ready for the financial maze that comes with it. In this episode, Karen sits down with journalist Beth Pinsker, CFP®, author of My Mo...
The Most Dangerous Day of Retirement with Dan Haylett
We spend decades preparing financially for retirement, but far less time preparing emotionally. Retirement is often painted as the finish line, yet for many, it’s just the start of a very human transition filled with uncertainty and identity sh...
How Not to Get Divorced with Dr. Julie Gurner
What does it take to build both a thriving career and a lasting relationship? Dr. Julie Gurner has spent years working behind the scenes with executives, athletes, and entrepreneurs, and she’s seen the patterns that make or break couples under ...