Financial Strides

Woodley Farra Manion
  • 5.0 (7)
  • Investing
  • Updated Monthly

Join hosts Kim and Emily as they guide you through practical financial wellness, from understanding investment basics to balancing today's enjoyment with tomorrow's security. No overwhelm, no judgment, just clear conversations that help you take confident steps toward financial contentment.

  1. 1d ago

    13 Fraud, Scams, and Deception

    Financial Strides

  2. Aug 27

    12 What Do I Actually Put In This Account?

    Financial Strides

  3. Jul 24

    11 What to Expect With an RIA

    Financial Strides

  4. Jun 19

    10 Getting To Know Us

    Financial Strides

  5. Apr 15

    09 What We Actually Do

    From SEC registration and fiduciary duty to fee structures and client service, Kim and Emily finally answer the question listeners have been waiting for: what do they actually do? This episode pulls back the curtain on what it means to be a Registered Investment Adviser, and why that distinction should matter to anyone choosing a financial professional.

  6. Mar 23

    08 Taxable Brokerage Accounts

    You've maxed your retirement accounts and paid down debt. Now what? Kim and Emily explain taxable brokerage accounts—the final, unlimited bucket where your post-tax dollars work for you. Discover why “taxable” doesn't mean what you think, how capital gains actually work, and why this account might be your secret weapon for early retirement, big purchases, or a European vacation.

  7. Feb 16

    07 Deep Dive into Retirement Accounts

    Confused by retirement account acronyms? Kim and Emily demystify IRAs, Roth IRAs, 401(k)s, and Roth 401(k)s, explaining exactly how each account works, their tax advantages, and—most importantly—how these accounts work together to maximize your retirement savings. Bonus: a farmer's market seed analogy that finally makes the tax difference crystal clear.

  8. Jan 12

    06 Your New Year's Financial Checklist

    New Year brings the perfect opportunity for a financial tune-up. Kim and Emily break it down into manageable steps. Learn how to pull your free annual credit report (the only official source is annualcreditreport.com), what to do if you find errors, and how credit monitoring services can catch problems before they snowball. Discover why your insurance review matters more than you think—especially after finishing that basement or welcoming a new family member—and why listing beneficiaries on every possible account is their obsession. Plus, learn which year-end deadlines you can't miss and why catching up on back taxes is worth tackling now.

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Trailer

5
out of 5
7 Ratings

About

Join hosts Kim and Emily as they guide you through practical financial wellness, from understanding investment basics to balancing today's enjoyment with tomorrow's security. No overwhelm, no judgment, just clear conversations that help you take confident steps toward financial contentment.

Information

  • Creator
    Woodley Farra Manion
  • Years Active
    2025 - 2026
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    Financial Strides