Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Est. Listeners
Insufficient chart data. Estimates will improve as the show charts.
- Per-Episode Audience
Est. listeners per new episode within ~30 days
N/A🎙 Daily cadence·473 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
N/A - Active Followers
Loyal subscribers who consistently listen
N/A
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
The Spirit vs. the Letter
Jun 25, 2026
23m 07s
Mind Over Money: Rewriting Your Financial Script
Jun 18, 2026
27m 36s
A Plan Isn’t a Plan Until it’s Implemented
Jun 11, 2026
25m 13s
The Mid-Year Checkpoint: Is Your 401(k) Sill on Track?
Jun 4, 2026
20m 36s
Where Tax Strategy Meets Real Life
May 28, 2026
26m 36s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/25/26 | The Spirit vs. the Letter | No description provided. | 23m 07s | ||||||
| 6/18/26 | Mind Over Money: Rewriting Your Financial Script | No description provided. | 27m 36s | ||||||
| 6/11/26 | A Plan Isn’t a Plan Until it’s Implemented | No description provided. | 25m 13s | ||||||
| 6/4/26 | The Mid-Year Checkpoint: Is Your 401(k) Sill on Track? | No description provided. | 20m 36s | ||||||
| 5/28/26 | Where Tax Strategy Meets Real Life | How tax strategy plays a critical role in everyday financial decisions,not just during tax season. CJ emphasizes that taxes impact everything from income and investments to what you ultimately pass on, making year-round planning essential for long-term efficiency. Eric explains that instead of focusing only on reducing taxes annually, the goal should be managing taxes across your lifetime.The discussion breaks tax planning into three key areas: income planning, investment structure, and legacy planning. In retirement, coordinating multiple income sources like Social Security, retirement withdrawals, and investments, can help manage tax brackets and avoid costly spikes. Strategic moves such as Roth conversions can smooth out taxes over time. On the investment side, the focus shifts to after-tax returns, highlighting the importance of asset location and managing gains and losses. Finally, in legacy planning, thoughtful asset distribution can reduce tax burdens for heirs and maximize the impact of charitable giving.The key takeaway: taxes are an ongoing part of your financial life, and coordinating decisions across all areas can help you keep more of what you’ve built while strengthening your overall plan.Learn More:klaasfinancial.com | 26m 36s | ||||||
| 5/21/26 | The Thoughtful Investor: Building Portfolios Around Purpose, Time, and Risk | No description provided. | 26m 53s | ||||||
| 5/14/26 | Protecting Your Paycheck and Your Family | No description provided. | 27m 08s | ||||||
| 5/7/26 | The Conflicts Beyond Commissions | No description provided. | 26m 20s | ||||||
| 4/30/26 | From Paycheck to Portfolio Income | No description provided. | 27m 19s | ||||||
| 4/23/26 | Blind Spots & Bull Markets: The Psychology of Investing✨ | psychology of investingbull markets+1 | — | — | — | investingmarket psychology+1 | — | 22m 58s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 4/17/26 | Estate Planning: More Than Just a Will✨ | estate planningwills+1 | — | — | — | inheritancetrusts+1 | — | 24m 10s | |
| 4/10/26 | Demystifying Social Security✨ | Social Securityretirement planning+1 | — | Social Security | — | benefitsentitlements+1 | — | 29m 35s | |
| 4/2/26 | Funding the Gap: How to Lower Your 2025 Tax Bill Today✨ | tax planningfinancial strategies+1 | — | — | — | tax bill2025+1 | — | 29m 02s | |
| 3/27/26 | Modern Portfolio Mechanics✨ | portfolio managementinvestment strategies+1 | — | investment toolsportfolio management software | — | portfolio mechanicsinvestment+1 | — | 29m 02s | |
| 3/19/26 | Underwritten: Risk and Reward✨ | riskreward+2 | — | — | — | financial planninginvestment strategies | — | 27m 43s | |
| 3/13/26 | 529 Accounts for Sending the Kiddos to College✨ | 529 AccountsCollege Savings+1 | — | 529 College Savings Plan | — | collegesavings+1 | — | 27m 47s | |
| 3/5/26 | The Fiduciary Promise✨ | fiduciaryfinancial advice+1 | — | — | — | fiduciary dutyfinancial planning+1 | — | 25m 44s | |
| 2/27/26 | The Investor in the Mirror: The Psychology of Mastering Your Money✨ | psychologyinvesting+1 | — | The Investor in the Mirror: The Psychology of Mastering Your Money | — | money masteryfinancial psychology+1 | — | 28m 11s | |
| 2/19/26 | Looking Beyond the Will to Manage Your Estate✨ | estate managementwills+1 | — | — | — | estate planninginheritance+1 | — | 24m 53s | |
| 2/12/26 | Maximizing Your 401k and 403b Contributions | No description provided. | 29m 05s | ||||||
| 2/5/26 | Tackling Taxes in '26: How They Can Be Used as a Blueprint | No description provided. | 23m 49s | ||||||
| 1/29/26 | The Resilient Investor: Beyond the Ticker Symbol | No description provided. | 27m 45s | ||||||
| 1/27/26 | Mastering Medicaid and Medicare in 2026 | No description provided. | 25m 16s | ||||||
| 1/16/26 | What Being a Financial Advisor Really Means | No description provided. | 22m 47s | ||||||
| 1/15/26 | New Year, New Opportunities to Meet Your Budget Goals | No description provided. | 27m 07s | ||||||
Showing 25 of 483
Pitch Fit is a Pro feature
See how bookable this show is for guests, which brands already advertise, the per-episode ad value, and the best-fit guest and sponsor profile. The numbers are blurred on the free plan.
How readily this show books outside guests like you.
How proven this show is for host-read sponsorships.
For Guests
ProFor Advertisers
ProUpgrade to Pro to unlock guest cadence, sponsor categories, fit scores, and per-episode ad value for this show.