Take it with you.
Every podcast episode and every column breaks a money topic into clear, practical steps. These are those steps as printable one-pagers, checklists, and worksheets, made to keep, mark up, and actually use.
5 Questions Investors Are Asking Right Now
AI bubbles, concentration risk, midterms, corrections, and retirement timing. The five questions clients keep asking, answered straight. No predictions.
Download PDF Podcast Guide · August 2026NIL Money: 5 Things Every Student-Athlete and Parent Needs to Know
What every student-athlete and parent needs to know about NIL deals, from taxes and contracts to what to do with the money, before signing anything or spending anything.
Download PDF Podcast Guide · August 20265 Things My Clients Wish They Had Known Sooner
Twenty years of real conversations with clients, distilled into a one-page reminder to keep close. Share it with someone who needs it.
Download PDF Family Conversation Guide · July 2026The Questions You’ll Wish You Had Asked Your Parents
15 questions across 5 categories to start the conversation with the people who raised you, before a crisis makes them urgent.
Download PDF Podcast Guide · May 2026The Most Dangerous Words in Marriage: “He Handles It”
Five financial truths every woman should know, the companion guide to the podcast episode of the same name.
Download PDF Couples Worksheet · June 2026The Money Date: 10 Questions Every Couple Should Ask
Ten questions to take out over drinks, the ones every couple should ask before they need the answers.
Download PDF New Grad Checklist · June 2026First Job. First Steps.
Ten things every new graduate should do in their first job, from completing the W-4 to capturing the full 401(k) match.
Download PDF Summer Conversation Guide · July 2026Rosé & Real Talk
Fifteen money questions to raise with yourself, your partner, your parents, your adult kids, and your advisor. No binder, no spreadsheet, just the conversation.
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