Make the Most of Your Money Podcast
Do you ever wonder if you could–or should–be doing something better with your money?If so, you're not alone, and you're in the right place.Listen to the Make the Most of Your Money podcast as hosts Taylor Stewart and Colin Page walk you through the technical, behavioral, and spiritual elements of personal finance necessary to make the most of your money so that you never have to wonder again.Learn more at: https://makethemostofyourmoneypodcast.com/
Episodes
21 episodes
Financial Projections
Financial projections can be both helpful and misleading when planning your financial future. While they provide valuable insights into potential outcomes, they shouldn't be taken as literal predictions of what will happen.• Your financ...
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34:51
Social Security
Navigating the complexities of Social Security can feel overwhelming, but understanding the fundamentals is crucial to maximizing your retirement security. In this detailed exploration, we break down how Social Security benefits are calculated,...
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Season 1
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Episode 18
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36:47
Medicare w/ Margo Steinlage
Understanding Medicare requires navigating complex options, deadlines, and potential pitfalls that can impact healthcare coverage for decades. Insurance broker Margo Steinlage shares expert insights to help individuals approaching retirement ma...
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Episode 17
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58:02
Long-Term Care w/ Roger Cantu
Roger Cantu, of OneAmerica, brings his 36 years of long-term care (LTC) industry experience to the show. We discuss:- What long-term care actually is- How likely you are to need it and for how long- How you can plan for LTC- What medicare covers (...
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Episode 16
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54:49
Healthy Love & Money w/ Ed Coambs
Ed Coambs CFP®, LMFT, CFT-I™ joins the show to talk about relationships and money. As both a therapist and financial planner, Ed brings a unique perspective to the conversation. He discusses identity crisis, attachment theory, how to talk about m...
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Season 1
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Episode 15
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39:02
Charitable Giving w/ Mike Staman
Mike Staman joins Colin and Taylor to talk about Charitable Giving. They discuss:- Tax-efficient giving- Donor advised funds- How to talk about giving with your family- Giving while you're alive versus dead- and more
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Episode 14
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32:16
Insiders View: Buying Insurance w/ Broc Buckles
Broc Buckles of BC Brokerage joins Colin and Taylor to break down the ins and outs of buying insurance. They discuss what kind of agent to work with, key red flags to watch for, and how to know if you’re getting a good deal.
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Episode 13
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37:18
Debt
Colin and Taylor break down all things debt—what’s good, what’s bad, how much to take on, and the best way to pay it off. Most importantly, they explore debt from a technical, behavioral, and even spiritual perspective.
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Episode 12
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30:32
Financial Education Resources
Colin and Taylor discuss where to find financial information—and, more importantly, how to evaluate it—to better educate yourself on personal finance.
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Episode 11
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28:27
Savings Waterfall
Should you pay off debt or save for retirement? Which accounts should come first? Colin and Taylor break down the ‘savings waterfall’—a step-by-step approach to prioritizing your savings. They walk through Colin’s savings order, discuss key except...
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Episode 10
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30:26
Budgeting
Colin and Taylor break down budgeting—what works, what doesn’t, and how to find the best strategy for you.Below are links to the articles discussed in the episode:https://www.oakleighwealth.com/articles/flow-based-budgetinghttps://www.oakleighweal...
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Episode 9
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21:53
Saving
Colin and Taylor explore why saving matters, share simple tricks to save more, and unpack the critical tradeoff between spending and saving.
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Episode 8
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26:20
Taxes
Colin and Taylor break down the mechanics of how taxes work and teach you how to think about taxes so you can make sure you don’t pay more than you need to.
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Episode 7
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33:49
Estate Planning
Colin and Taylor help you make sure that what you want to happen will happen when the things you don't want to happen happen -- also known as estate planning.
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Episode 6
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32:05
Insurance
Colin and Taylor explain what insurance is, how to think about its role in your financial plan, and what kinds and amounts of coverage to have.
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Episode 5
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31:52
Investing Behavior
Colin and Taylor dive deeper into the key factor for investment success: behavior. Learn simple, actionable tips to improve your investment habits—and, hopefully, your results.
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Episode 4
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24:08
Investment Allocation
Colin and Taylor walk through how to think about what to invest in by laying out their simple three step process.
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Episode 3
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29:16
Liquidity
Colin and Taylor begin discussing the six variables of financial planning that you can actually control, starting with Liquidity. They'll discuss what liquidity really means, how to measure it, why it is important, and how to think about where to ...
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Season 1
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Episode 2
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27:37
What making the most of your money means
Colin and Taylor talk in depth about what making the most of your money actually means and how to start doing so in your own life.
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Season 1
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Episode 1
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26:17
Get to Know Colin and Taylor
Get to know Colin Page, CFP® and Taylor Stewart, CFP® as they talk about what led them to the profession of financial advice and give an overview of what they'll be discussing on the Make the Most of Your Money Podcast.
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25:42
Trailer: Make the Most of Your Money Podcast
Do you ever wonder if you could–or should–be doing something better with your money? If so, you're not alone, and you're in the right place. Listen as Taylor Stewart and Colin Page introduce the “Make the Most of Your Money” podcast and explain ju...
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1:29
