• Does Money Buy Happiness?
    • 8/29/25

    Does Money Buy Happiness?

    Does money buy happiness? And is there a “magic” income where satisfaction peaks? Research suggests there may be a connection between income and happiness, but the real story is more nuanced. In this video, I explore what financial security actually changes, how money affects stress and decision-making, and why its true value often gets misunderstood.

  • Is AI Going to Replace Me?
    • 1/28/26

    Is AI Going to Replace Me?

    Did I Make a Mistake Becoming a Financial Planner in the Age of AI? 🤖💼 AI tools like ChatGPT can now crunch numbers, suggest strategies, and even draft financial emails—but does that mean human financial planners are on the way out? In this video, I reflect on a recent podcast about AI and the future of financial planning.

  • 3 Money Hacks That Could Save Your Family Thousands 💸
    • 8/29/25

    3 Money Hacks That Could Save Your Family Thousands 💸

    Want to save thousands of dollars a year—or even more over time—without changing your lifestyle? In this video, I’m sharing 3 simple money hacks every family should know:

    How to use credit card rewards the smart way Why shopping your insurance rates can free up serious cash The power of HSAs & FSAs to save on medical costs These strategies can add up to big savings year after year. Which one will you start with?

  • New Gifting Strategy in 2026 and Other Smart Ways to Give
    • 1/28/26

    New Gifting Strategy in 2026 and Other Smart Ways to Give

    Looking to give smarter in a changing tax world? This video covers three powerful, tax‑efficient ways to support causes you care about—just in time for the new 2026 charitable giving rules.

  • Money vs. Time. We crunch the numbers so you don’t miss these moments. Madefinancialdesign.com
    • 1/28/26

    Money vs. Time. We crunch the numbers so you don’t miss these moments. Madefinancialdesign.com

    A simple family beach trip, but a powerful reminder: money isn’t about stuff, it’s about time. Time together, time to slow down, and time to make memories that actually matter. 🌊