Chad Smith

PA Investing Through Chaos: Lessons From a Resilient First Quarter in 2026

Investing Through Chaos: Lessons From a Resilient First Quarter in 2026

Despite the turbulence, the markets proved remarkably resilient, underscoring the importance of diversification and a long-term approach.

PA Maximize Impact and Tax Efficiency With These Retirement Giving Strategies

Maximize Impact and Tax Efficiency With These Retirement Giving Strategies

Here’s what you need to know about each option and how to use a DAF or QCD in retirement.

PA Common Tax Filing Mistakes That Could Be Costing You Thousands

Common Tax Filing Mistakes That Could Be Costing You Thousands

Here’s a closer look at some of the most common issues we encounter or foresee happening.

PA Early Money Habits That Can Put You Years Ahead Financially

Early Money Habits That Can Put You Years Ahead Financially

Let’s begin with the money habit that makes the biggest long-term difference: starting early.

PA What To Do With an Inheritance After You’ve Already Retired

What To Do With an Inheritance After You’ve Already Retired

Over $105 trillion expected to change hands in the coming decades, the need to understand how best to handle inherited wealth has never been more vital.

PA Don’t Plan Blind: The Key Financial Limits That Changed for 2026

Don’t Plan Blind: The Key Financial Limits That Changed for 2026

Here’s a closer look at some key numbers that change each year and how knowing them ahead of time can make planning easier and more effective.

PA 2026 Retirement Contribution Limits: What Changed, What Matters, and What To Do Now

2026 Retirement Contribution Limits: What Changed, What Matters, and What To Do Now

They shape how much you can save, how efficiently you can build wealth, and how well you can take advantage of tax-favored growth.

PA Will Your Retirement Plan Survive Real Life? How To Stress Test It Before You Retire

Will Your Retirement Plan Survive Real Life? How To Stress Test It Before You Retire

Walking through how to stress test your retirement plan with real-world what-if scenarios so you can build confidence before a crisis hits.

PA The Teen’s Guide to Money: Saving, Investing, Budgeting & Building Wealth From Day One

The Teen’s Guide to Money: Saving, Investing, Budgeting & Building Wealth From Day One

Let’s begin with the money habit that makes the biggest long-term difference: starting early.

PA Think Differently: Non-Obvious Moves That Transform Your Retirement Future

Think Differently: Non-Obvious Moves That Transform Your Retirement Future

Retirement isn’t static. Rethink what you think will never change, whether it’s your career, the markets, or your family’s needs.

PA College Is Expensive—Your Savings Plan Doesn’t Have To Be

College Is Expensive—Your Savings Plan Doesn’t Have To Be

This week, we’re discussing the question of exactly how much you should save in a 529 plan.

PA Coming Soon to Your 401(k): Higher Risk, Higher Fees, and New Investment Options

Coming Soon to Your 401(k): Higher Risk, Higher Fees, and New Investment Options

New alternatives, discuss the risks and potential rewards, and share questions you should ask yourself before making any changes to your investment

PA Don’t Fall for It: The Most Dangerous Phone and Online Scams Targeting You in 2025

Don’t Fall for It: The Most Dangerous Phone and Online Scams Targeting You in 2025

Scammers are constantly evolving their techniques, making it harder to spot fraud and prompting many to wonder: Am I at risk? #scams

PA Living Longer, Retiring Smarter: Adapting Your Plan for a Lengthy Future

Living Longer, Retiring Smarter: Adapting Your Plan for a Lengthy Future

The likelihood of increased life spans should inspire us to adapt and plan accordingly, ensuring that health and wealth sustain us throughout our lives.

PA 10 Myths That Exist Around Women’s Wealth

10 Myths That Exist Around Women’s Wealth

Stereotypes that hinder women’s earning potential, this episode addresses the systemic barriers that impact women’s financial journeys. #women

PA 5 Reasons To Consider Investing in More Than the S&P 500

5 Reasons To Consider Investing in More Than the S&P 500

We discuss 5 reasons in this episode you should consider other options for your portfolio. #investing

PA Should I Roll My IRA Into My 401K To Do a Backdoor Roth?

Should I Roll My IRA Into My 401K To Do a Backdoor Roth?

Walk through five considerations you should think through before you implement a strategy to complete your Backdoor Roth contributions. #IRA

PA 6 Critical Questions To Ask When You Inherit an IRA

6 Critical Questions To Ask When You Inherit an IRA

You’ll learn the three types of beneficiaries and the six questions you need to ask yourself when you inherit an IRA. #IRA #questions

PA Types of Behavioral Finance Biases and How To Overcome Them

Types of Behavioral Finance Biases and How To Overcome Them

Five psychological and emotional aspects of an investor’s behavior have a huge impact on the investment decisions they make. #behavior #finance

PA How Millionaires Spend Their Time

How Millionaires Spend Their Time

PA How to Ignore the Stock Market Noise

How to Ignore the Stock Market Noise

PA The Most Common Opportunities Missed on Tax Returns

The Most Common Opportunities Missed on Tax Returns