On this month's show, Ali is joined by Mike Krol to delve into how the financial services industry has evolved over the years, and explore its implications for individuals seeking financial advisors in today's market.

On this episode of What the Finance, Ali shares some personal stories about how accident insurance can play an important role in a family's financial plan.

In this month's episode, Ali and guest host Lynne Schultz are joined by Sheila Hyland to explore the specific hurdles women encounter in traditionally male industries, and the essential skills for successful career transitions.

In this episode of What the Finance, Sam tackles important financial topics that relate specifically  to women.

On this month's show, Ali and Sam are joined by Ana Lisa Petrella to discuss key considerations when preparing for divorce proceedings and how to help build a strong financial foundation post-divorce.

In this episode of What the Finance, Ali breaks down some key considerations when looking at the new 529 to Roth IRA conversion strategy.

On this month's show, Ali is joined by Ben Greenfeld and Pat Ellsworth to discuss what happened in markets over the previous year, and what areas to keep an eye on for 2024.

In this episode of What the Finance, Sam gives listeners 6 ideas they can use to start the new year off on a good foot.

On this month's show, Sam and Ali are joined by Nick Holland to discuss how business owners can minimize their tax liability through Qualified Small Business Stock exemption.

In this episode of What the Finance, Ali breaks down how investors can use passive gains and losses to positively impact their tax situation.

On this month's show, Sam and Ali are joined by Dan Zugell to delve into the world of ESOPs. Listen in as they discuss everything from the basics of what an ESOP is, to how it can be used as a tool for business succession planning.

In this episode of What the Finance, Sam gives listeners insights on optimizing their Social Security strategy, helping them make informed choices regarding when and how to claim their benefits.

On this month's show, Sam and Ali are joined by Lucas Rihely to discuss the structure and associated tax implications of various types of business sales.

In this episode of What the Finance, Ali and Pat examine the market environment throughout 2023, while also providing their perspectives on the outlook for 2024.

On this month's show, Sam and Ali are joined by Andrew Reichert and Dan Croce to delve into the latest developments in the ever-changing real estate market, providing their perspective on the current landscape of real estate trends.

In this episode of What the Finance, Sam delves into the art of strategic charitable gifting, offering listeners insights into maximizing the impact of their donations while navigating the ever-evolving world of philanthropic giving.

On this month's show, Sam and Ali welcome Bill Lucas and Toni Schlieper to the podcast to discuss Junior Achievement's goal of enhancing financial literacy among the next generation, as well as steps we can all take to help empower young individuals with the essential knowledge for making informed financial decisions throughout their lives.

In this episode of What the Finance, Ali simplifies Health Savings Accounts (HSA's), and how they could be a valuable addition to your financial picture.

Sam is joined by Waldron's own Ben Greenfeld and Pat Ellsworth to discuss recent headlines surrounding the U.S. debt downgrade.

On this month's show, Sam and Ali invite Evan Hirsh to explore the differences between qualified and nonqualified retirement plans. Together, they explore the complexities that surround new legislation affecting these plans to help provide a comprehensive understanding of the changing landscape.