ME and Money Podcast

Real Money Conversations, Real Financial Planners

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Episode 15: Should I Prepay A Trip or Expense?

Posted January 14, 202500:21:52

Whether it’s a big vacation, your insurance bills, or even the subscriptions to various services, Matt and Elliott share their thoughts on when it...

Episode 14: Mapping Out A New Financial Year

Posted December 31, 202400:21:48

Happy (almost… anyways…) New Year!

As we all start looking ahead to 2025, many times it can feel like an opportunity to have a fresh start,...

Episode 13: How To Be A Good Tax Client (Roundtable with Alicyn McLeod, Ashley Francis, and Logan Graf)

Posted December 17, 202400:59:12

**Episode 12 was also released today, don’t forget to check out our conversation with Olivia Sharp on all things Home, Auto, and Liability Insurance**

In...

Episode 12: Stories From An Insurance Broker (with special guest Olivia Sharp)

Posted December 17, 202400:42:16

In this episode, we’re back with another special guest! This time, to talk about some real-life stories with Property and Casualty (Home, Auto, Umbrella,...

Episode 11: What To Know About Home, Auto, and Umbrella Insurance

Posted December 3, 202400:36:30

Many times we see advertisements for “how you can save money on your home, auto, and personal insurance”. While most of us have these coverages,...