Ask Good Questions

The future of financial advice is shaped by a rising cohort of women advisors who blend technical skill with coaching, clarity, & accountability. In this conversation, Claudia Glover, CFP, breaks down how planning is evolving, why trust & communication matter as much as returns, & what today’s clients should demand from a fiduciary relationship. If you’re nearing retirement (or helping...

Getting downsized late in your career can rattle your identity, your confidence, and your plan—David Nassief lived it. He shares how he stripped away the jargon, changed his behavior, and used a one-page direction map to build a seven-figure portfolio without high-risk gambles. You’ll walk away with a calmer mindset, clearer next steps, and proof it’s not too late to rewrite your money story. Ask...

What if your next trip could sharpen your money habits and clarify what matters most? Morocco travel expert Azdean Elmoustaquim of Destinations Morocco shares how intentional travel cuts planning stress and increases the real “return” on your experience. We’ll cover scam-smart medina navigation, avoiding cookie-cutter tours, and building a custom itinerary that fits your pace, your family, and you...

What if the real reason you overspend, avoid your bank account, or stay stuck isn’t about discipline—but about old wounds? Doug Lynam (Marine → Benedictine monk → money manager) unpacks how “Sacred Wounds” quietly drive our money choices and why willpower-based budgeting so often fails. You’ll learn how the Enneagram reveals your predictable financial blind spots—and what to do instead. Expect pra...

What if your greatest financial legacy is the wisdom you share? Young financial planner & podcast host Skyler Fleming joins Bonita to help grandparents & parents teach the next generation how to thrive with money. Using simple object lessons, see what it means to pay yourself first, turn a 401(k) match into “free money,” & why you put the “big rocks” in your life first. You’ll walk awa...

Scammers are getting smarter! Robert Siciliano, CEO of Protect Now & a go-to experts on cybercrime & identity theft, breaks down how criminals actually operate & what you can do to shut them down. You’ll learn to recognize red flags in emails, texts, & phone calls, build safer passwords, & avoid social media traps. Whether you’re retired, or helping parents navigate the digital...

When a marriage ends—through divorce or death—you are suddenly forced to make financial decisions you never expected. In this episode, our financial advisors walk through the core money principles that help widows & divorcees rebuild with confidence: paying yourself first, spending within your means, limiting debt, & wills & estates. You’ll learn what to prioritize in the first year, h...

If you’ve wondered whether you should claim early “just in case,” or you’ve felt overwhelmed by shifting taxes, rules and headlines, you’re not alone. Bonita & guest Marcia Mantell—known for turning technical retirement concepts into tangible guidance—break down how recent Social Security changes can impact YOU. This conversation will help you ask better questions, verify your assumptions, and...

What do you do when you’ve tried everything, your body is failing, and you’re preparing to say goodbye? Antoinette Lee shares how she rebuilt her health and identity through natural medicine, outdoor recreation, and the decision to create a “new normal” rather than accept defeat. If you’re navigating chronic symptoms, burnout, or discouragement, this conversation will help you identify your next b...

Scams, hacks, & identity theft hit seniors harder than ever—but you are not powerless. In this episode, break down common tactics targeting older adults & translate “tech talk” into simple language. Go through a Senior Cyber Safety Checklist designed specifically for retirees, widows, & those who didn’t grow up online. From phone & email red flags to safer banking habits & a “d...

When people talk about purpose-driven travel, few realize Christopher Hill helped pioneer the concept twenty years ago. From his early experiences in South Africa to founding Hands Up Holidays & later Impact Destinations, he’s reimagined luxury & social impact. His approach—combining breathtaking destinations with meaningful service—has transformed how families and travelers connect with t...

What if the next trip to a vending machine fed a family, or provided clean water? Come see the Church of Jesus Christ of Latter-Day Saints’ Light the World Giving Machines & the 500+ local & global nonprofits. From feminine hygiene kits to livestock that create lasting livelihoods, these gifts change lives. Find the spiritual heart of this—pointing to Jesus Christ as the Light of the World...

Productivity expert Helene Gidley shares how Agile Project Management principles—borrowed from high-performing tech teams—can transform the way you organize your life. She reveals how her signature method, The Art of Agile Living, helps you ditch overwhelm, reclaim your time, & finally gain control of your never-ending to-do list. Whether you're juggling work, family, or retirement transitions...

In this inspiring episode, Bob Wheeler—CPA, comedian, and creator of The Money Nerve—shares how cultivating gratitude can transform your relationship with money. With his signature blend of humor, honesty, and heart, Bob unpacks how emotions shape financial choices and how gratitude can ground us through life’s financial ups and downs. Discover how being thankful isn’t just good for the soul—it’s...

What if your best career chapter is still ahead of you? In this episode, Mike Dwyer, founder of Emplana, shares how professionals in the “Senior Encore” stage can turn experience into renewed purpose. From navigating a rapidly changing job market to making intentional financial and life choices, Mike offers tools, insights, and real-world strategies to help you stay relevant and fulfilled. Discove...

What happens when the steady paycheck stops—but life keeps going? Explore the emerging field of financial therapy w/guest John Hankins, who combines decades of experience in business, finance, & social work to navigate the emotional & practical realities of retirement. John shares how financial therapy bridges the gap between money & mental health, to find peace, clarity, & renewed...

Social Security is one of the few income sources that keeps up with inflation and lasts for life. Most women fail to maximize their benefits because they don't understand the rules to help them get more out of the system. Bonita shares her wisdom on the subject because of working for decades with female clients. Make the most of this government benefit! Ask Good Questions is broadcast live Wednesd...

Too many people spend their lives working without ever discovering their true calling. Certified coach and DISC expert Scott Maderer joins us to explore how to get out of your own way, reclaim your time, and align your work with what truly matters. Through powerful mindset shifts and real-world tools, Scott helps you see how to use your talents and treasures to live your dream—on purpose. Ask Good...

Tired of trying every diet and program only to end up right back where you started? In the From Struggle to Strength episode, guest Richard Trillion Mantey breaks down the four-step breakthrough that took him from 224 pounds, depression, and exhaustion to a healthier, stronger, and more confident version of himself. If you’ve been searching for a simple, proven way to take back your health, this p...

When you’re always the one giving—your time, your energy, your money—it’s easy to think you’re just being selfless. Putting yourself last comes with a price tag you can’t. We will unpack the hidden financial & emotional costs of neglecting your own needs, from burnout & depleted savings to missed opportunities & strained relationships. Recognize the warning signs, set healthy boundarie...

Most investors don't fail because they lack intelligence or good intentions-they fail because they let emotions drive their decisions. Bonita shares the sobering mistakes she made before really learning how the investing world works. My concept called The Ineffective Investor Loop explores how fear, greed and overconfidence keep people stuck in patterns that sabotage wealth building. We'll break d...

In this week’s episode, Dr. Taylor reveals how a simple test can uncover your true biological age—beyond the number of candles on your birthday cake. We dive into the science of epigenetics and explore how hormones, lifestyle, environment, and even your mindset influence the way your genes express themselves. Explore the keys to slowing the aging process. This is a must-listen for anyone curious a...

What happens when a life-changing inheritance turns into a financial nightmare? We'll uncover the emotional and financial realities of sudden wealth-how taxes, poor investments and bad advice can quickly turn fortune into frustration or worse! Listeners will learn the hidden traps of inheritance & strategies to protect their legacy. Turn an unexpected windfall into long-term stability instead...

Wondering how to make your travel dollars go further? Do you think free flights & five-star hotels are too good to be true? This episode explores the magic of Travel Hacking, from how it works to the secrets behind booking luxury travel on a budget. My guest Tim Walker shares his journey into Travel Hacking, favorite beginner-friendly credit cards to gain significant travel rewards, & jaw-...

Join Bonita as we review 1) the 5 factors to consider when deciding when to apply for benefits; 2) Why you should always check your earnings record for accuracy; 3) How to coordinate benefits with your spouse; 4) How to minimize taxes on Social Security benefits; and 5) How to coordinate Social Security with your other sources of retirement income Ask Good Questions is broadcast live Wednesdays at...