More Than Money

SD Capital
  • 5.0 (1)
  • Investing
  • Bimonthly

More Than Money is a financial podcast from SD Capital, hosted by Jaiden Karrick and Brent Shimman. Together, they explore the financial decisions that shape your life and the future you're working to build.  Because money is about more than numbers, markets, and investment returns. It's about the milestones you look forward to, the people you care about, and the opportunities you want to create.  From retirement and tax planning, to investment management, income strategies, and estate planning, Jaiden and Brent break down important financial topics in a practical, conversational way. Each episode looks beyond the numbers to explore how finanical decisions connect the bigger picture: your family, priorities, and the milestones that matter most.  Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and SD Capital are not affiliated.

Episodes

  1. Oct 31 ·  Video

    We're 60 with $2.5 Million: Are We Actually Ready to Retire?

    Is $2.5 million enough to retire at 60? It sounds like a dream milestone—but how do you know if your savings will actually support the retirement you envision? In this debut episode of More Than Money, SD Capital founder Brent Shimman and co-host Jaiden Karrick explore one of the biggest financial questions people face: Are you truly ready to retire? Having a substantial nest egg is a great start, but retirement readiness involves much more than a single account balance. Brent and Jaiden discuss the bigger picture behind retirement planning, including how your lifestyle, spending needs, income sources, and long-term goals factor into the decision. Because the goal isn't simply to retire with a certain number—it's to feel confident that your money can support the life you want to live. In this episode, you'll learn: Why your retirement number doesn't tell the whole storyWhat to consider when evaluating retirement readinessHow your lifestyle and spending goals influence your planWhy retirement income matters as much as your savingsHow thoughtful planning can help you approach retirement with greater confidenceAbout More Than Money More Than Money is a financial podcast from SD Capital, hosted by Jaiden Karrick and Brent Shimman. Each episode explores the financial decisions shaping your life and the life those decisions support—from retirement and tax planning to investments, income strategies, and estate planning. Connect with SD Capital Website: ⁠SD Capital Stay Connected with SD Capital Enjoyed this episode of More Than Money? Follow along for more conversations about financial planning, retirement, investing, and the decisions that shape your life. Website: sdcadvisors.com/LinkedIn: linkedin.com/company/sdcadvisorsFacebook: facebook.com/sdcadvisorsInstagram: instagram.com/sdcadvisors/YouTube: youtube.com/@SDCMoreThanMoney Subscribe to More Than Money wherever you listen to podcasts, and join us for the next conversation. About SD Capital At SD Capital, we believe financial planning is about more than money. It’s about helping you make informed decisions, prepare for what’s ahead, and build a financial future aligned with what matters most to you.

  2. Trailer ·  Video

    Introducing More Than Money

    Welcome to More Than Money, a financial podcast from SD Capital hosted by Brent Shimman and Jaiden Karrick. Join us as we explore the financial decisions that shape your life—from retirement and investing to the goals, milestones, and people that make it all meaningful. Because financial planning is about more than the numbers; it’s about the life those numbers support. Tune in and join the conversation. Stay Connected with SD Capital Enjoyed this episode of More Than Money? Follow along for more conversations about financial planning, retirement, investing, and the decisions that shape your life. Website: sdcadvisors.com/LinkedIn: linkedin.com/company/sdcadvisorsFacebook: facebook.com/sdcadvisorsInstagram: instagram.com/sdcadvisors/YouTube: youtube.com/@SDCMoreThanMoney Subscribe to More Than Money wherever you listen to podcasts, and join us for the next conversation. About SD Capital At SD Capital, we believe financial planning is about more than money. It’s about helping you make informed decisions, prepare for what’s ahead, and build a financial future aligned with what matters most to you.

  • 1 Trailer
    1 Episode

Trailer

About

More Than Money is a financial podcast from SD Capital, hosted by Jaiden Karrick and Brent Shimman. Together, they explore the financial decisions that shape your life and the future you're working to build.  Because money is about more than numbers, markets, and investment returns. It's about the milestones you look forward to, the people you care about, and the opportunities you want to create.  From retirement and tax planning, to investment management, income strategies, and estate planning, Jaiden and Brent break down important financial topics in a practical, conversational way. Each episode looks beyond the numbers to explore how finanical decisions connect the bigger picture: your family, priorities, and the milestones that matter most.  Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and SD Capital are not affiliated.

Information

  • Creator
    SD Capital
  • Years Active
    2026
  • Episodes
    2
  • Rating
    Clean
  • Copyright
    © 2026 More Than Money
  • Show Website
    More Than Money