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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
137 episodes
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...
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35:01
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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...
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37:32
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...
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36:25
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...
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35:48
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...
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37:10
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 ...
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35:51
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...
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30:27
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...
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33:43
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
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