Wade Through It All

ETF. Diversification. Cost basis. Basis points. Fiduciary. We hear financial jargon thrown around all the time, but what does it actually mean? In this episode, we're breaking down some of the most common terms in investing, retirement, taxes, and financial planning into normal English. Because there’s no prize for pretending to understand financial jargon, and understanding your money shouldn’t r...

What does a financial advisor actually do beyond managing investments? We’re pulling back the curtain on financial planning, from retirement and taxes to estate planning, behavioral coaching, and the behind-the-scenes work that helps keep your entire financial life working together. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Fina...

Artificial intelligence is officially part of everyday life, whether we realize it or not. In this episode, we’re talking about how we actually use AI, where it can make our lives and work more efficient, and why judgment, critical thinking, and the human element matter more than ever. AI is a powerful tool, but it isn’t something to fear or blindly trust. The future isn’t humans versus AI. It’s h...

Have you heard about Trump Accounts? They’re one of the newest savings vehicles available for children, but how do they actually work? In this episode, we break down who qualifies, contribution and investment rules, the $1,000 federal pilot contribution, tax considerations, and what happens to the account when a child reaches adulthood. We also discuss how Trump Accounts compare to 529 plans, Roth...

In this episode of Wade Through It All, we discuss the financial realities of being caught between two generations and how to balance competing priorities without losing sight of your own financial future. From planning ahead for aging parents to setting boundaries and protecting your own goals, we share how to navigate this season with confidence. www.rmwadeco.com Follow us on Instagram: @rmwadea...

Teaching kids about money doesn't have to be complicated. In this episode, we discuss how to introduce healthy money habits at every age, encourage thoughtful financial decisions, and build confidence instead of fear. Whether your children are young or preparing for adulthood, these lessons can make a lasting impact. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisor...

We all have beliefs about money, but not all of them serve us well. In this episode, we discuss common money beliefs that can quietly hold us back, from waiting to save until we earn more to chasing headlines, trying to time the market, or believing we need to be wealthy before working with a financial advisor. Join us as we challenge these assumptions and explore how small shifts in our thinking...

Dr. Jeffrey Roach, Chief Economist at LPL Financial, returns to Wade Through It All for our 2026 Midyear Market Outlook. We discuss the state of the U.S. economy, inflation, interest rates, the AI-driven market rally, and the biggest risks and opportunities investors should be watching during the second half of the year. If you're looking for a clear, level-headed perspective on today's markets, t...

 In this episode, we explore the three most common financial personalities: spenders, savers, and avoiders. Through personal anecdotes and a fun live quiz, we discuss how these tendencies shape financial decisions, relationships, and long-term success. Understanding your financial personality is the first step toward building a plan that works for you. www.rmwadeco.com Follow us on Instagram: @rmw...

Building a successful business is one thing. Planning for what comes next is another. Dena Jalbert and Lori McLane of Align Business Advisory join us to discuss scaling a business, increasing its value, and preparing for future opportunities. From attracting buyers to understanding different exit strategies, this conversation is designed to help business owners think beyond today and plan for what...

In this episode, we’re walking through ways to declutter and organize your financial life. From reviewing budgets and subscriptions to updating beneficiaries, insurance coverage, savings goals, and investment accounts, this conversation is focused on creating clarity, simplifying your finances, and building stronger financial habits for the future. www.rmwadeco.com Follow us on Instagram: @rmwadea...

When the market gets volatile, it is not just about numbers. It is about behavior. In this episode, we walk through why downturns feel so uncomfortable and how emotions can quietly derail even the best financial plans. We cover what not to do, what actually works, and how long term investors can stay grounded when headlines get loud. Because in moments like these, discipline matters more than pred...

In this episode, we explore the mindset and habits that often define true wealth, inspired by ideas from The Millionaire Next Door. Contrary to what many people think, most millionaires live modestly, prioritize saving, and make intentional financial decisions over time. We break down what separates high earners from true wealth builders and how these behaviors show up in everyday life. If you’re...

In this episode, we sit down with Helen Kakouris, CPA, to talk about what it really looks like to build and scale a business from the ground up. From launching Tentho to navigating its acquisition and stepping into her role as Head of Growth, Helen shares her perspective on leadership, growth, and what success means beyond the numbers. We also discuss balancing entrepreneurship with family and how...

In this episode, we discuss how to protect your identity and your money in today’s digital world. From common risks to simple habits like multi-factor authentication and account monitoring, we walk through ways to stay one step ahead. We also touch on planning considerations for protecting loved ones as they age. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory se...

In this episode, we break down the role of the Federal Reserve and how it influences interest rates, inflation, and the broader economy. We discuss the history of the Fed, why it was created, and what its decisions ultimately mean for you. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Memb...

Beep beep! We’re talking buying cars. Buying a car is a major financial decision and one of the easiest to mishandle. In this episode, we share best practices for purchasing a vehicle, with a focus on planning ahead, protecting your cash flow, and avoiding unnecessary payments. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial...

Buying a home is a major financial milestone, and getting the basics right matters. In this episode, we cover the core principles of home buying, including financial readiness, budgeting beyond the mortgage payment, and how a home purchase fits into your long-term plan. Whether you’re actively house hunting or planning ahead, this episode lays a strong foundation for making informed decisions. www...

A financial windfall can bring opportunity, excitement, and a lot of pressure. Whether it’s from an inheritance, a business sale, or another liquidity event, sudden wealth requires thoughtful planning. In this episode, we walk through how to slow down, protect what you’ve built, and make intentional decisions that align with your values and long-term goals. www.rmwadeco.com Follow us on Instagram:...

Employee benefits can feel overwhelming, but they don’t have to be. We’re walking through the benefits you’re most likely to see at work and sharing how to evaluate them so you can make confident decisions that support your financial goals. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Mem...

A fresh year brings fresh opportunities. In this episode, we talk through how to set meaningful goals, create a plan you can stick with, and start the year with clarity and purpose. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Third party posts found on this profile do...

We explore why we spend the way we do and how our emotions shape our financial choices. This episode breaks down the patterns, triggers, and habits that influence everyday decisions and offers a clearer path toward spending with intention. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Memb...

If budgeting feels stressful, this episode is for you. We walk through a three-step approach that helps you understand your money, settle the fear that often comes with it, and start building a sense of freedom and confidence with your finances. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Third party posts found on this profi...

We’re sitting down with Rachel Cruze to talk all things holiday budgeting and how to enjoy the season without overspending. From gifting to gatherings to family expectations, we’re sharing how to stay grounded and focus on what truly matters this time of year. Follow us on Instagram: @rmwadeandcompany Find Rachel Cruze on Instagram: @rachelcruze Rachel's Podcasts: The Rachel Cruze Show, Smart Mone...

This week is not about markets or money, it's all about gratitude. We're taking a moment to reflect on the people, conversations, and experiences that have made this year so meaningful. We're grateful for all those who have listened, supported, or worked with us in any way this year. Wishing you joy, rest, and a holiday season filled with the people you love. From our R.M. Wade & Company famil...