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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
129 episodes
The Trouble with Blanket Advice with Melissa Joy
Some advice sounds harmless, but when it’s pulled out of context, it can quietly steer you in the wrong direction. Today we’re joined by Melissa Joy, founder of Pearl Planning, for a conversation about the kind of money “rules” that sound wise ...
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33:59
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Real Talk About Retirement with Christine Benz
Retirement can be one of life’s most rewarding chapters when it’s shaped around purpose, connection, and the freedom to design your days. In this conversation, we sit with Christine Benz, Morningstar’s Director of Personal Finance and Retiremen...
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39:34
You're Not Alone: The Rise of Solo Living with Dr. Peter McGraw
What does it mean to live a remarkable life—solo? Dr. Peter McGraw has spent the last five years exploring that question as a behavioral economist, author, and lifelong bachelor. In this conversation, we sit down with him to talk about how the ...
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37:54
The Art of Failing Forward: Lessons from Silicon Valley with Tissa Richards
For many people, having a startup in Silicon Valley is the ultimate dream, and Tissa Richards reached it with a software company that she later decided to shut down. It was not an easy decision to make, but it helped her build resilience and re...
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31:30
Stepping Into Her Shoes: The Stay-at-Home Dad Wake-Up Call with Kim Nakamaru & David Pidancet
What happens when successful couples decide one person should hit pause on their career to shake things up at home and work? That’s the conversation we are having today in this episode of Money Without Math. Our guests? Kim Nakamaru and David P...
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36:34
Exploring a Portfolio Career with Deanah Baker
The traditional career timeline of working full-time for decades and then withdrawing abruptly is not only outdated, it’s loaded with challenges from decreased income to loss of identity and purpose. Enter the portfolio career. Unli...
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28:53
Embrace AI for Career Growth
What if AI could be your best work ally instead of a job-stealer? Let's dive into the exciting world of AI, not as a threat, but as a powerful tool for personal and career growth.Karen Coyne hosts Susan Youngblood, an AI and ...
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29:02
Build A Cohesive Relationship with Rebecca Lockwood & Tom Bouwer
Can you strengthen your relationship by applying the same principles you might use in business?Karen Coyne invites you to explore this concept with guests Rebecca Lockwood and Tom Bower, co-authors of
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30:14
From Accidental Entrepreneur to Empowered Leader with Sonya Hopson
Karen Coyne is joined by Sonya Hopson, the dynamic CEO and founder of HIRE Strategies, a talent placement agency with a focus on commercial construction. Sonya shares her personal journey from "accidental entrepreneur" to making her mark in com...
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38:20
Finding Purpose in Your Career & Other Wisdom from the Operating Room with Dr. Eric Weiss
Have you ever wondered what it takes to make life-saving decisions under pressure, like a heart surgeon? How about applying this mindset to your personal finances?Karen Coyne sits down with Dr. Eric Weiss, one of the country's leading ca...
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38:17
The Power of Shedding: Kathy Dempsey's Guide to Embracing Change
What happens when a single moment redefines your entire existence?Karen Coyne dives into a conversation with Kathy Dempsey, a remarkable change management speaker and author, who shares her incredible journey from an HIV diagnosis to a r...
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35:38
How Physical and Spiritual Awareness Impact Finances with Michelle Boulé
What if money wasn’t just about adding and subtracting, but truly about aligning with your purpose and joy? Dive into this episode as Karen Coyne chats with Michelle Boulé, a life coach, dancer, and healer who connects money, moveme...
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34:51
Why It’s Worth Investing in Your Wardrobe with Morgan Wider
What does your wardrobe reveal about you? Have you considered how it can subtly influence your professional success and sense of worth?Karen Coyne chats with Morgan Wider, a dynamic image consultant and stylist, to unravel the deeper con...
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Episode 14
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41:45
Unmarried Ever After with Joshua Charles, CFP®
Did you know that as an unmarried couple, you could be exposed to over 1,000 potential financial vulnerabilities that married couples are protected from?Unmarried couples are navigating a complex web of financial challenges, often withou...
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32:37
Why Every Pet Owner Needs To Plan For The Unexpected
Who would care for your pet if you were unable to? Pet planning is not just for the rich and famous; it’s an essential aspect of responsible pet ownership.Karen Coyne dives into the often overlooked aspect of pet planning with guests Abb...
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Episode 12
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36:51
Creating a Legacy of Love With Dr. Kimberly Harms
What does legacy mean? The idea of leaving a worthy legacy can feel daunting. What will I leave behind? How will I be remembered? In this episode, Karen Coyne chats with Dr. Kimberly Harms, a grief counselor, death doula...
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33:37
The Art of Letting Go: Swedish Death Cleaning with Mindy Godding
If you feel overwhelmed by clutter, imagine how your children and loved ones will feel when they are tasked with going through all of your stuff one day.Or maybe you’ve already been through this process after losing someone and know how ...
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35:12
Unmarried Ever After: Your Legal Reality with Joshua Charles, CFP®
If you are single or in a long-term relationship with no plans to get married, you might think that you don’t need an estate plan. After all, estate planning conversations often revolve around the married couple with 2.5 kids. But the surprisin...
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32:42
The Big Appeal of Micro-Weddings with Jennie Swenson
Do you desire a wedding that’s distinctly personal, unique, and unforgettable, but won’t break the bank?Discover the beauty of micro-weddings.As more couples seek alternatives to large, traditional events, micro-weddings offer an ...
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29:52
The Invisible Dangers of Sports Betting with Amara Durham
Sports betting might seem harmless fun, but it can quietly wreak havoc on your wallet and well-being. With apps making it easier to gamble, the risks are rising and are not always obvious.Karen Coyne sits down with Amara Durham, co-found...
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36:21
How To Be a Better Quitter with Amani Zaveri
Quitting has such a negative connotation today. But quitting isn’t always a terrible thing. In fact, it can be a powerful and positive skill.In this episode, Karen Coyne and Amani Zaveri examine the misunderstood art of quitting. For sta...
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33:43
No Plan B with Cara Brookins
What if you could stop overthinking and start doing? What if you could show courage while on the darkest, most difficult road in your life? Cara Brookins did just that by building a house with her kids using YouTube tutorials.
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40:06
Write Your Statement of Financial Purpose with Alina Fisch
Ever felt disconnected from your financial goals? Consider writing a statement of financial purpose to better connect your money with personal meaning.Join Karen Coyne as she engages in a thought-provoking conversation with Alina Fisch, ...
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29:33
Practicing True Self-Care, Not Just Buying It with Taylor Elyse Morrison
Are we really practicing self-care, or just buying it?Join Karen Coyne, CFP® as she explores the real meaning of self-care with Taylor Elyse Morrison, coach, speaker, and author of "Inner Workout." Taylor shares her journey from struggli...
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35:45
Why We Must Address Addiction in Financial Planning with Amanda Koplin
How does addiction intersect with financial planning, and what role can financial advisors play in addressing this critical issue?Karen Coyne discusses the complexities of addiction with Amanda Koplin, a licensed mental health counselor ...
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29:08