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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
147 episodes
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 ...
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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 ...
Burning the Ships with Bernadette Smith
Life doesn’t always follow the plan we set for it. Bernadette Smith knows this well. From her early days as an “activist wedding planner” helping same-sex couples celebrate love, to her work today leading Equality Institute, she’s built a caree...
How To Be a Better Quitter with Amani Zaveri
Today we're throwing it back to an incredible episode with Amani Zaveri, which you won't want to miss! Quitting has such a negative connotation today. But quitting isn’t always a terrible thing. In fact, it can be a powerful and pos...
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 ...
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...
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 ...
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...
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...