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.
“Am I Going to Be Okay?” Why I Think Everyone Needs a Financial Plan
Five reasons a financial plan is the only real answer to the question every woman asks. What it can do for you, how to stress-test it, and when it tells you to stop being afraid and go live your life.
Download PDF Podcast Guide · September 2026The Divorce Is Over. Now What Do You Do With the Money?
Five financial decisions to consider after the settlement is signed. What to do with the cash, the house, the portfolio, and how not to abdicate your financial life again.
Download PDF Podcast Guide · September 20265 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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