Are you struggling in making changes with your money? Join me as I share practical tips to help you shift your mindset and feel better about your finances. Learn how to align your money with your values, make mistakes and learn from them, and protect your mindset from negative influences.

Confused by stock options? Do you worry about how to maximize them? Jared Van Arsdale, CPA , partner at Ullman & Co., P.C. joins us to explain what stock options are and the tax implications of each one.

How do you ensure your money is as safe when a bank collapses? Why is diversification key in your banking portfolio? And what exactly does the repo window have to do with bank's solvency? In an industry where 47% of deposits are uninsured and recent failures like Silicon Valley Bank have shaken confidence, we discuss the important role of the FDIC in monitoring, auditing, and even deciding the future of banks.