MONEY WITHOUT MATH
By Karen Coyne, CFP®
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Image by Karen Coyne, CFP®
Category: Education
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Episodes: 143
Description
We're exploring how money exists in our real, daily lives, not just as numbers on a chart. From managing our emotions to caring for an aging parent, join us for conversations that are practical, sometimes philosophical, and always fresh.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm
| Episode | Date |
|---|---|
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Want to Move to Sardinia? What It Really Takes with Michele Collu
|
Mar 12, 2026 |
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The Etiquette of Empathy: What to Say (and Not Say) in Times of Loss with Kathi Balasek
|
Feb 26, 2026 |
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The Missing Piece to Living to 100 (It’s Not What You Think) with Ken Stern
|
Feb 12, 2026 |
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Ask Better Questions, Save More Money with Matt Schulz
|
Jan 29, 2026 |
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The Surprising Value of Advice with Dr. Daniel Crosby
|
Jan 15, 2026 |
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Understanding Our Hidden Patterns with Bukola Oguntala
|
Jan 01, 2026 |
|
How Gen X Can Fix a Late Start On Retirement with Kerry Hannon and Janna Herron
|
Dec 18, 2025 |
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Doing Money Together with Heather Boneparth
|
Dec 04, 2025 |
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How to Age Well (and Love It) with Dr. Kerry Burnight
|
Nov 20, 2025 |
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The Hidden Side of Caregiving: Managing a Parent’s Finances with Beth Pinsker, CFP®
|
Nov 06, 2025 |
|
The Most Dangerous Day of Retirement with Dan Haylett
|
Oct 23, 2025 |
|
How Not to Get Divorced with Dr. Julie Gurner
|
Oct 09, 2025 |
|
Burning the Ships with Bernadette Smith
|
Sep 25, 2025 |
|
How To Be a Better Quitter with Amani Zaveri
|
Sep 11, 2025 |
|
The Trouble with Blanket Advice with Melissa Joy
|
Aug 28, 2025 |
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Real Talk About Retirement with Christine Benz
|
Aug 14, 2025 |
|
You're Not Alone: The Rise of Solo Living with Dr. Peter McGraw
|
Jul 31, 2025 |
|
The Art of Failing Forward: Lessons from Silicon Valley with Tissa Richards
|
Jul 17, 2025 |
|
Stepping Into Her Shoes: The Stay-at-Home Dad Wake-Up Call with Kim Nakamaru & David Pidancet
|
Jul 03, 2025 |
|
Exploring a Portfolio Career with Deanah Baker
|
Jun 05, 2025 |
|
Embrace AI for Career Growth
|
May 20, 2025 |
|
Build A Cohesive Relationship with Rebecca Lockwood & Tom Bouwer
|
May 06, 2025 |
|
From Accidental Entrepreneur to Empowered Leader with Sonya Hopson
|
Mar 31, 2025 |
|
Finding Purpose in Your Career & Other Wisdom from the Operating Room with Dr. Eric Weiss
|
Mar 18, 2025 |
|
The Power of Shedding: Kathy Dempsey's Guide to Embracing Change
|
Mar 03, 2025 |
|
How Physical and Spiritual Awareness Impact Finances with Michelle Boulé
|
Feb 11, 2025 |
|
Why It’s Worth Investing in Your Wardrobe with Morgan Wider
|
Jan 06, 2025 |
|
Unmarried Ever After with Joshua Charles, CFP®
|
Dec 20, 2024 |
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Why Every Pet Owner Needs To Plan For The Unexpected
|
Dec 09, 2024 |
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Creating a Legacy of Love With Dr. Kimberly Harms
|
Nov 25, 2024 |
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The Art of Letting Go: Swedish Death Cleaning with Mindy Godding
|
Nov 11, 2024 |
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Unmarried Ever After: Your Legal Reality with Joshua Charles, CFP®
|
Nov 01, 2024 |
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The Big Appeal of Micro-Weddings with Jennie Swenson
|
Oct 10, 2024 |
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The Invisible Dangers of Sports Betting with Amara Durham
|
Sep 30, 2024 |
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How To Be a Better Quitter with Amani Zaveri
|
Sep 18, 2024 |
|
No Plan B with Cara Brookins
|
Aug 26, 2024 |
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Write Your Statement of Financial Purpose with Alina Fisch
|
Aug 12, 2024 |
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Practicing True Self-Care, Not Just Buying It with Taylor Elyse Morrison
|
Jul 26, 2024 |
|
Why We Must Address Addiction in Financial Planning with Amanda Koplin
|
Jul 11, 2024 |
|
How Positive Energy Can Transform The Workplace with Kafi London
|
Jun 24, 2024 |
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The Future of Work with Dr. Janel Anderson
|
May 07, 2024 |
|
Living Intentionally with Danielle McCombs
|
Apr 29, 2024 |
|
Let’s Talk About Death, Baby with Gail Rubin
|
Mar 27, 2024 |
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Common Myths and Misconceptions about Social Security with Marcia Mantell
|
Mar 18, 2024 |
|
The Good, the Bad, the REALLY bad of TikTok Finance with Anna N’Jie-Konte, CFP®
|
Mar 05, 2024 |
|
How to Overcome Your Fears and Be a Better Negotiator with Kathleen Burns Kingsbury
|
Feb 20, 2024 |
|
Messages from Money with Ellen Rogin
|
Feb 05, 2024 |
|
Menopause Myths, Debunked with Maryon Stewart
|
Jan 24, 2024 |
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Breaking Barriers with Anita Knotts
|
Jan 10, 2024 |
|
Rediscover Who You Are with Judy Schoenberg and Linda Lautenberg
|
Dec 13, 2023 |
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Should I Add My Kids to the Deed? With Samantha Wolfe
|
Nov 14, 2023 |
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Defining Success at Any Age with Dr. Regina Lark
|
Oct 31, 2023 |
|
What You Need to Know About the New FAFSA with Ann Garcia
|
Oct 18, 2023 |
|
Menopause, Money, and the “New Mid” with Michelle Newman
|
Oct 05, 2023 |
|
How To Stop Procrastinating and Start Conquering with Leslie Josel
|
Sep 25, 2023 |
|
“The Letter” with Nicola Tomlin
|
Sep 08, 2023 |
|
The Path to Financial Freedom with Stoy Hall
|
Jul 20, 2023 |
|
Family, Cash, and Conflict with Ashley Quamme
|
Jul 11, 2023 |
|
Money 101: Financial Advice for Young Adults with Cary Carbonaro
|
Jun 27, 2023 |
|
What Investors Need From Their Advisors Today with Julie Littlechild
|
Jun 01, 2023 |
|
From Breakfast Club to Catch-Up Club: A Love Letter to GenX with Lazetta Rainey Braxton
|
May 16, 2023 |
|
Inventory Your Life with Kristie Kindstrom
|
Apr 19, 2023 |
|
401(k) 101 with Tim Guilford
|
Apr 05, 2023 |
|
Downsizing with an Abundance Mindset with Mindy Godding
|
Mar 13, 2023 |
|
What Four Bears Can Teach Our Kids (and Us) About Money with Mac Gardner
|
Feb 22, 2023 |
|
Why College Essays Might Be Worth More than Ever with Barak Rosenbloom
|
Feb 06, 2023 |
|
Tap Into Your Childhood Dreams with Traci Richmond
|
Jan 24, 2023 |
|
Making the Most of Credit Card Benefits with Richard Kerr
|
Nov 28, 2022 |
|
How to Cut the Cost of College with Ann Garcia
|
Oct 11, 2022 |
|
The Heartbreaking Reality of Romance Scams with Marguerita Cheng
|
Sep 19, 2022 |
|
For Richer or Poorer: Why You Need a Prenup with Kaylin Dillon
|
Sep 06, 2022 |
|
Top Insights from Atomic Habits with Austin Brown
|
Aug 22, 2022 |
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How We Can Close the Racial and Gender Wealth Gaps with Renée Baker
|
Aug 08, 2022 |
|
Planning for Adult Children with Disabilities with Eric Jorgensen
|
Jul 28, 2022 |
|
Using Behavioral Science to Make Better Financial Decisions with Neil Bage
|
Jul 12, 2022 |
|
Supporting a Loved One with Alzheimer's with Mary Moreland
|
Jun 21, 2022 |
|
FOMO or Fundamental: Considerations for ESG, Crypto, and More with Loren Fox
|
Jun 09, 2022 |
|
Estate Planning From the Heart with Patricia De Fonte
|
May 25, 2022 |
|
Welcome to MONEY WITHOUT MATH
|
May 12, 2022 |
|
Reconnecting to Purpose and Finding Your Spark with Maria Gamb
|
May 06, 2022 |
|
The Pursuit of Enough with Brian Portnoy
|
Nov 29, 2021 |
|
Breaking the Stereotype of the Typical Accountant with Cece Leung
|
Nov 17, 2021 |
|
The Top 10 List of Financial Skills for Modern Families with Dr. Moira Somers
|
Nov 03, 2021 |
|
Creating a Family Mission Statement with Kathy Longo
|
Oct 13, 2021 |
|
A Male’s Perspective on Work-life Balance with Max Schatzow
|
Sep 24, 2021 |
|
Generational Theory and What it Means for Your Future with Kim Lear
|
Sep 07, 2021 |
|
How to Approach Uncomfortable Conversations with Dan Solin
|
Aug 04, 2021 |
|
Your Worst Nightmare: Losing Your Life Savings to Investment Fraud with David Meyer
|
Jul 19, 2021 |
|
Risky Business: How One Woman is Working to Uncover Risks Lurking in Your Business with Galina Guidry
|
Jul 08, 2021 |
|
Making Sense of the Markets in 2021 with Gary Stringer
|
Jun 01, 2021 |
|
Invest in Your Network Like Your 401(k) with Dana Lawrence
|
May 20, 2021 |
|
Is Now a Good Time to Buy or Sell a Home? with Gabriella Morrell
|
May 04, 2021 |
|
Why Couples Really Fight Over Sex and Money with Dr. Joy Lere
|
Apr 14, 2021 |
|
Don’t Make this Mistake when Selling Your Business with Denise Logan
|
Mar 29, 2021 |
|
52 Pearls: Attributes of Successful Clients with Melissa Joy, CFP® and Sarah Boston (guest spot)
|
Mar 10, 2021 |
|
What to Look for in a Financial Advisor with Melissa Joy and Sarah Boston
|
Mar 04, 2021 |
|
Reframing Negative Money Messages with Nicole Hand
|
Feb 17, 2021 |
|
Helping Our Children Cultivate Financial and Life Skills with Sheena Majette
|
Feb 02, 2021 |
|
What doctors need to know about the state of healthcare real estate right now
|
Jan 14, 2021 |
|
What's Your Money Personality?
|
Dec 28, 2020 |
|
Financial Wellness for Catalysts
|
Nov 23, 2020 |
|
Living Your Life Full Tilt
|
Nov 02, 2020 |
|
Charitable Giving Through Your Community Foundation
|
Nov 02, 2020 |
|
Do I Need to Change my Portfolio in Advance of the Election?
|
Oct 20, 2020 |
|
College Admissions in the COVID-19 Era
|
Sep 22, 2020 |
|
You Don't Have to be an Econ Major (or Evil) to Join Investment Banking
|
Aug 20, 2020 |
|
Physicians: Are You Protecting Your Most Valuable Asset?
|
Aug 13, 2020 |
|
A Better Way to Divorce: Mediation and Collaborative Divorce
|
Jul 28, 2020 |
|
Don’t Just Survive Divorce – Stage an Epic Comeback!
|
Jul 15, 2020 |
|
Aligning Your Values with Your Portfolio
|
Jun 18, 2020 |
|
Travel is Not Cancelled!
|
Jun 18, 2020 |
|
Returning to Work in a COVID World
|
Jun 05, 2020 |
|
How to be a Better Communicator in a Time of Crisis
|
May 28, 2020 |
|
Ready or Not...Now What?
|
May 14, 2020 |
|
Talking to Our Children about Finances in a Time of Crisis
|
May 05, 2020 |
|
Growing from Trauma
|
Apr 30, 2020 |
|
How One Entrepreneur is Embracing a Growth Mindset During a Period of Crisis
|
Apr 23, 2020 |
|
Taking the Road Less Traveled to Retirement…and with Plenty of Wine
|
Apr 13, 2020 |
|
How To Be an Impactful, Informed Donor
|
Mar 31, 2020 |
|
The Social and Physical Costs for Female Physicians
|
Mar 24, 2020 |
|
Are You Ready to Get Gutsy (with Your Branding)?
|
Mar 23, 2020 |
|
The SECURE Act and How it May Affect You
|
Mar 04, 2020 |
|
Choose wisely – naming the right agent for your Power of Attorney (POA)
|
Feb 25, 2020 |
|
The Many Costs of Addiction
|
Jan 30, 2020 |
|
Health, wealth and getting better with time
|
Dec 16, 2019 |
|
Can you create an “emergency fund” for time?
|
Nov 21, 2019 |
|
Can your business survive a data breach?
|
Nov 13, 2019 |
|
Part 2 - Planning for the unexpected: the legal documents you need as a parent (yes, even if you are young and not a gazillionaire)
|
Nov 05, 2019 |
|
Part 1 - Planning for the unexpected: the legal documents you need as a parent (yes, even if you are young and not a gazillionaire)
|
Nov 05, 2019 |
|
The Total Package with Thomas Dahbura
|
Oct 22, 2019 |
|
How to get your kids to turn the lights off
|
Oct 02, 2019 |
|
Do I need an investment banker on my team? with Zach Kuzemka
|
Sep 17, 2019 |
|
College is a Buyer's Market with Lynn O'Shaughnessy
|
Jul 30, 2019 |
|
Ask Yourself "What If?" with Julie Gaver
|
Jul 03, 2019 |
|
Living Out Your Vision and Values with Dr. Mitesh Kothari
|
Jul 03, 2019 |
|
Make Anything Happen with Carrie Lindsey
|
Jun 11, 2019 |
|
Retiring Retirement Thinking with Denis Wuestman and Joe Casey
|
May 30, 2019 |
|
Keeping it FRESH with Melissa Joy CFP®, CDFP®
|
Apr 30, 2019 |
|
How to Make the Legacy of Your Family Grow Better with Dr. Richard Orlando
|
Mar 27, 2019 |
|
Raising a Giving Family with Lara McElderry
|
Mar 25, 2019 |
|
Getting More Women into Finance with Dorothy Hinchcliff of Financial Advisor Magazine
|
Mar 25, 2019 |
|
Getting the 2019 You Want with Beth Fitzgerald
|
Mar 06, 2019 |
|
Welcome to FRESH OFF THE VINE!
|
Feb 13, 2019 |