Business Casual

Kelsey sits down with Mike to demystify the basics of financial planning for young adults. They cover how to choose an advisor, what “fiduciary” really means, and why your first priorities are protection and an emergency fund before you chase returns. They dig into 401k plans, how much to save, and the simple two-bucket approach to balance near term goals with long term investing. Tell us what you...

Candy, costumes, travel, and traditions — the holiday spending spree starts here. We swap stories from our own Halloween plans and break down what smarter spending really looks like this time of year. Discover how to enjoy the season, protect your wallet, and make financial decisions that actually feel good later. Tell us what you want next. Comment with a topic, drop a question, or share. We read...

Meet the new Business Casual. In this kickoff conversation, host Mike sits down with the folks behind the scenes, Troy and Kelsey, to share the vision for our upgraded studio and the direction of the show. We get real about what younger professionals actually want to learn about money, from student loans and first investments to buying a home and avoiding lifestyle creep. You will hear how we plan...

Chelsea and Mike go from AOL away messages to modern messaging to unpack how tech shaped their lives and careers. Chelsea shares the high school screen name she cannot forget, early wins in tax, what remote work did to her routine, and why a move to Alliance Financial Group reset her path. Mike spotlights how self-awareness, coaching, and being open to opportunity turn nostalgia into momentum. Tel...

Sudden wealth is exciting and overwhelming. Mike Longo and Chelsea Davis break down what to do when a big check hits your life, whether it’s a lottery win, a business sale, or a year-end bonus. They compare lump sum, installments, and present value options, explain how tax withholding can hit up to 24 percent, and map out a simple plan that balances near-term needs with long-term security. They al...

Business Casual is here. Mike Longo and Chelsea Davis talk through how the show is evolving and why mixing current events, business, and real life actually makes advisors better for their clients. They get practical about routines, boundaries, and accountability, from 5 a.m. workouts to shutting the phone off at dinner. They compare early-career hustle to sustainable schedules, dig into client com...