In this episode, the Conrad Siegel team sits down with bestselling author Carl Richards to explore why our biggest money challenges often have less to do with math and more to do with stories, feelings, and communication. They discuss how hones...

The second half of your career can be a powerful time for retirement savers. In this episode, our team shares how to maximize contributions, use time strategically, catch up, and balance growth with risk as retirement approaches. If you’re in t...

January is full of good intentions. We often see new budgets, new goals, and packed gyms that won’t stay that way for long. We kick off the year by breaking down how to set financial resolutions you won’t abandon - focusing on simple habits, co...

We close out the year by exploring five money stats that captured our attention and even made us laugh. This lighthearted episode connects a few fun numbers to timeless financial principles like patience, discipline, and staying the course

Retiring brings big choices, and one of the biggest is what to do with your workplace retirement plan. We walk through the most common options, what to consider before making a move, and how to decide what fits your goals and lifestyle.

Women’s financial journeys are often shaped by unique life experiences — from career breaks to caregiving to longer lifespans. Catherine Azeles, CFP®, joins us to explore what truly matters when helping women retire with confidence and peace of...

In this episode, we break down three things millionaires do differently when preparing for retirement. We explore simple shifts in planning and behavior that can help you move closer to your retirement goals.

There are a lot of misconceptions about retirement, and believing the wrong ones could impact your future. In this episode, we break down five common retirement myths and uncover the truth behind each one to help you plan with confidence.

In today's digital world, accessing personal information, especially financial data, is easier than ever. In this episode, we talk with Page Adlington, Senior Manager at Charles Schwab, about why protecting your data is a key part of securing y...

Investment fees might seem small, but they can quietly shape your long-term outcomes in big ways. In this episode, we break down the different types of fees, how they impact your retirement, and what you can do to make smarter, more cost-effect...

Recent headlines and market swings have left many investors feeling uneasy. In this episode, Brian Graff and Chief Investment Officer Dave Lytle discuss how to navigate turbulent times with confidence and clarity. They cover practical strategie...

In this episode, we unpack highlights from our Financial Wellness Report, where people of all ages and income levels opened up about their finances. Nearly half said money causes them stress - but four key habits stood out among those who feel ...

Compound interest has been called the 8th wonder of the world - and for good reason! In this episode, we break down the magic of this concept, share practical examples, and give actionable tips to help you maximize your savings and investments ...

In this episode, we explore the significant influence of emotions on investment decisions and how they can ultimately impact our retirement. We discuss common emotional biases such as fear, greed, regret, and excitement, and provide practical t...

How much is enough for retirement? In our debut episode, we explore practical ways to calculate your retirement savings goal, key factors that influence it, and simple methods to ensure you’re on track for the freedom and lifestyle you want.