Life Events & Planning
The financial decisions that come with the biggest life moments.
Marriage, kids, divorce, the death of a spouse, estate planning, college — this collection covers the financial conversations most people avoid until they can't.
- 1Ep. 52Jun 14, 2022
How to Manage a 529 Plan During a Market Downturn
Peter addresses a listener’s question about making 529 withdrawals while the stock market is down.
- 2Ep. 98May 2, 2023
Financial Steps To Take After The Death Of A Spouse with Mike Piper
The death of a spouse is one of the most emotionally challenging times of a person’s life. In this financially driven conversation, Mike Piper explains the financial steps to take for a surviving spouse.
- 3Ep. 120Oct 4, 2023
Crucial Year-End Tax and Estate Planning Strategies with Plancorp’s Susan Jones
The time for year-end tax and estate planning is now, and this year it’s particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp’s Susan Jones, JD, CFP® joins the show to explain these important planning opportunities that deserve your attention before the end of the year.
- 4Ep. 175Oct 23, 2024
The Hidden Risks of Managing Money Solo In Marriage With Sara Gelsheimer
In this episode, I’m joined by Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the importance of both spouses being involved in their household’s financial decisions. While it’s common for one person to take on the CFO role in the household, we explore the risks when only one spouse manages the money as well as the steps both the CFO and non-CFO spouse can take to stay informed.
- 5Ep. 228Oct 29, 2025
Stop Keeping Score: Power & Fairness With Money Ft. Heather and Doug Boneparth
In this conversation, I’m joined by Heather and Doug Boneparth to talk about their new book: Money Together.
- 6Ep. 251Apr 8, 2026
Trump Accounts vs. Custodial Accounts: What Parents Should Actually Care About
When Congress creates a new tax-deferred account type, it’s easy to assume that it must be better than what already exists.
- 7Ep. 252Apr 15, 2026
How to Save for College Without Worrying About Saving Too Much
In this episode, we’re talking about one of the biggest questions parents and grandparents face when saving for a child: how much of that money should actually go into a 529 plan?
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