ME and Money Podcast

Feb 25 2025 19 ep. 27 mins 1
ME and Money Podcast artwork

Real Money Conversations, Real Financial Planners

  Business  Education
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Episode 18: Understanding Credit Scores

Feb 25 2025 25 mins  
Credit Scores and their importance are one of the most written about topics when it comes to personal finance, yet there is still a great deal of confusion on how they work, what they mean, and what you can do to take care of it. In this episode, Matt and Elliott discuss the 5 major … Continue reading Episode 18: Understanding Credit Scores

Episode 17: The Importance Of Cybersecurity

Feb 11 2025 22 mins  
Each year, our world becomes even more “digital”, and with it, this means there are more ways than ever to have your information, identity, and financial life hijacked on the internet. In this episode, Matt Fizell, CFP® and Elliott Appel, CFP® discuss a variety of ways you can protect your finances, and make life a … Continue reading Episode 17: The Importance Of Cybersecur

Episode 16: 5 Must Do Steps As You Get Ready For Tax Season

Jan 28 2025 16 mins  
Tax season is right around the corner! Are you prepared to prepare those returns? Tax filing deadlines can sneak up on us quickly, and make life a bit more stressful than it needs to be. In this episode, Matt and Elliott discuss a few helpful pointers that you can use both when filing that 2024 … Continue reading Episode 16: 5 Must Do Steps As You Get Ready For Tax Season

Episode 15: Should I Prepay A Trip or Expense?

Jan 14 2025 21 mins  
Whether it’s a big vacation, your insurance bills, or even the subscriptions to various services, Matt and Elliott share their thoughts on when it makes sense (or maybe doesn’t) to prepay. In a world with increasingly popular “Buy Now, Pay Later” options, it’s important to know why paying in advance might not only help you … Continue reading Episode 15: Should I Prepay

Episode 14: Mapping Out A New Financial Year

Dec 31 2024 21 mins  
Happy (almost… anyways…) New Year! As we all start looking ahead to 2025, many times it can feel like an opportunity to have a fresh start, make changes, or try to be a bit more proactive on a given habit or aspect of our life. In this episode, Matt and Elliott share how they approach … Continue reading Episode 14: Mapping Out A New Financial Year

Episode 13: How To Be A Good Tax Client (Roundtable with Alicyn McLeod, Ashley Francis, and Logan Graf)

Dec 17 2024 59 mins  
**Episode 12 was also released today, don’t forget to check out our conversation with Olivia Sharp on all things Home, Auto, and Liability Insurance** In this second edition of ME & MONEY for this week, Matt and Elliott sit down with 3 Tax Experts as we enter the beginning of tax season for those 2024 … Continue reading Episode 13: How To Be A Good Tax Client (Roundtable with A

Episode 12: Stories From An Insurance Broker (with special guest Olivia Sharp)

Dec 17 2024 42 mins  
In this episode, we’re back with another special guest! This time, to talk about some real-life stories with Property and Casualty (Home, Auto, Umbrella, etc.) Insurances. Olivia dives deep into several great topics with us in this episode, including: What most people are looking for with their insurance policies? Understanding when coverage does, and doesn’t … Continue readi

Episode 11: What To Know About Home, Auto, and Umbrella Insurance

Dec 03 2024 36 mins  
Many times we see advertisements for “how you can save money on your home, auto, and personal insurance”. While most of us have these coverages, how do you know if you have enough? Is price the most important thing when shopping for insurance? Listen to this episode to find out! In this episode, we discuss: … Continue reading Episode 11: What To Know About Home, Auto, and Umb

Episode 10: Deeper Dive On Life Insurance (with special guest Tony Steuer)

Nov 19 2024 31 mins  
In this episode, we welcome our first guest to the show! Tony Steuer, CLU, CPFFE joins us to talk a bit more about the nuance of Life Insurance, when it makes sense, and when it doesn’t. Tony has a wealth of experience on this topic, and Elliott and Matt (well… due to tech issues, mostly … Continue reading Episode 10: Deeper Dive On Life Insurance (with special guest Tony Ste

Episode 9: The Election Is Over, Now What?

Nov 09 2024 20 mins  
In this “semi-breaking news” episode of Me & Money, Matt and Elliott chat a bit about what the election results could mean for some of the larger planning topics in Personal Finance. While there are surely to be mixed feelings depending on who you voted for, it’s a great time to focus on the big … Continue reading Episode 9: The Election Is Over, Now What?