Money, Well Said

Sullivan & Schlieman Wealth Management
  • 5.0 (2)
  • Investing
  • Updated Semiweekly

Money doesn’t have to be complicated. Join Andrew Sullivan, Emily Morgan, and Calvin Meeks for thoughtful conversations and practical insights on investing, retirement, wealth planning, and the financial topics that affect everyday life. Along the way, you’ll hear a few “Andrewisms,” Andrew’s memorable and often entertaining way of putting complex financial concepts into terms that just make sense. This podcast is presented by Sullivan & Schlieman Wealth Management. Visit Sullivan & Schlieman online at https://www.sswmllc.com/

Episodes

  1. 3d ago

    The Money Conversations Every Couple Should Have Before Marriage

    A spouse is not a financial plan, and avoiding money conversations before marriage can create problems later. Andrew and Emily walk through the financial issues couples should discuss, including debt, housing, children, estate planning, saving, and spending. They also explore financial infidelity and why honest conversations and shared goals matter when two financial lives become one.

  2. 3d ago

    Divorce and Your Finances: Why Equal Doesn’t Mean Equitable

    Divorce decisions made during an emotional moment can shape your finances for years. Andrew and Emily discuss why equal does not always mean equitable, the financial details people often overlook, and why slowing down before signing an agreement matters. They also explore the family home, retirement assets, alimony, remarriage, and the value of having financial guidance alongside legal advice.

  3. 3d ago

    Fire Your Adult Children Before They Derail Your Retirement

    Supporting your adult children may feel generous, but at what point does helping them begin to hurt their independence and your own financial future? Andrew and Calvin discuss why parents can struggle to take their kids off the payroll, how that support can affect retirement, and practical ways to set limits, encourage financial independence, and have the difficult conversations that may be long overdue.

  4. 3d ago

    How to Teach Your Kids About Money

    Financial independence starts long before a child gets their first full-time job. Andrew and Emily discuss how parents can teach kids to build credit, protect their identity, budget, save, invest, and understand debt. They also share practical ways to make money lessons tangible early so young people can build habits that serve them well into adulthood.

  5. 3d ago

    Why You Still Feel Broke Even When You Make More Money

    Making more money does not automatically make you feel more financially secure. Andrew and Calvin discuss lifestyle creep, why many people underestimate what they actually spend, and how a realistic budget can help balance saving for the future with enjoying life today. They also explore spending in retirement, zero-based budgeting, and getting couples on the same financial page.

  6. 3d ago

    Retirement Isn’t the Finish Line: Planning for the Next 30 Years

    Retirement is about more than having enough money saved. It also means knowing what you want your next chapter to look like. Andrew and Emily discuss how planning early, building strong saving habits, preparing for unexpected expenses, and creating purpose beyond work can help you approach retirement with greater confidence and flexibility.

  • 6 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

About

Money doesn’t have to be complicated. Join Andrew Sullivan, Emily Morgan, and Calvin Meeks for thoughtful conversations and practical insights on investing, retirement, wealth planning, and the financial topics that affect everyday life. Along the way, you’ll hear a few “Andrewisms,” Andrew’s memorable and often entertaining way of putting complex financial concepts into terms that just make sense. This podcast is presented by Sullivan & Schlieman Wealth Management. Visit Sullivan & Schlieman online at https://www.sswmllc.com/

Information

  • Creator
    Sullivan & Schlieman Wealth Management
  • Years Active
    2026
  • Episodes
    6