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From 16 epsHost
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Recent episodes
Are Mom and Dad Ok??
Jun 20, 2026
32m 35s
Is SpaceX IPO Right For You???
Jun 13, 2026
25m 34s
Challenges to Living Generously
Jun 6, 2026
31m 21s
Transfer of Wealth
May 30, 2026
24m 17s
Memorial Day Message
May 23, 2026
31m 25s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/20/26 | Are Mom and Dad Ok?? | Join us for today's podcast as Crystal presents a comprehensive checklist to help families protect older relatives from financial scams targeting the aging population, which costs $36 billion annually. She will share various warning signs, including unexpected additions to bank accounts, large unexplained withdrawals, unpaid bills despite sufficient income, and changes to legal documents or beneficiaries. She emphasizes the importance of maintaining strong family connections and conducting regular monthly check-ins with parents to monitor their finances and well-being. Help protect your family members by tuning in today! You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation | 32m 35s | ||||||
| 6/13/26 | Is SpaceX IPO Right For You??? | Join us for today's podcast, as Crystal discusses the upcoming SpaceX IPO and whether you should buy shares when they become available. She emphasizes that while SpaceX is a strong company, buying an IPO on day one may not be the most efficient strategy based on historical performance data from companies like Facebook, Uber, Snowflake, and Rivian, which all experienced significant price drops shortly after their IPOs. If you are wondering if SpaceX is right for you, tune in today! You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation | 25m 34s | ||||||
| 6/6/26 | Challenges to Living Generously✨ | generositystewardship+3 | — | — | — | living generouslyfinancial future+3 | — | 31m 21s | |
| 5/30/26 | Transfer of Wealth✨ | wealth transferwomen in finance+3 | — | Christian | — | wealth transferwomen+3 | — | 24m 17s | |
| 5/23/26 | Memorial Day Message✨ | remembrancefinancial decisions+3 | — | — | — | Memorial Dayfinancial decisions+3 | — | 31m 25s | |
| 5/16/26 | Trump IRA and Executive Orders✨ | retirement optionsinvestment choices+3 | — | Trump IRAprivate real estate+2 | — | Trump IRAexecutive orders+5 | — | 34m 41s | |
| 5/9/26 | Do You Have A Plan For Giving?✨ | givingfinancial planning+3 | — | YouTubeInstagram | — | givingfinancial decisions+3 | — | 30m 37s | |
| 5/2/26 | The Legacy Life✨ | legacyfinancial decisions+3 | — | The Legacy Life | — | legacy lifefinancial confidence+3 | — | 36m 06s | |
| 4/25/26 | 10 Mistakes to Avoid When Gifting✨ | charitable givingdonation mistakes+3 | — | Charity NavigatorCandid | — | charitable givingdonation mistakes+3 | — | 34m 42s | |
| 4/18/26 | 5 Areas of Focus for Retirement✨ | retirement planningfinancial strategies+3 | — | — | — | retirementplanning+3 | — | 29m 48s | |
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| 4/11/26 | The Secret to Wealth✨ | generositywealth+3 | — | — | — | wealthgenerosity+3 | — | 30m 58s | |
| 4/4/26 | The Money Matrix✨ | financial planninginvestment strategies+4 | — | YouTubeInstagram | 518 | financial planninginvestment strategies+5 | — | 44m 35s | |
| 3/28/26 | Trump Account or TOD??✨ | retirement savingsfinancial planning+3 | — | Trump AccountsTOD accounts+3 | — | Trump AccountsTOD accounts+3 | — | 30m 06s | |
| 3/21/26 | Puzzled by Gold???✨ | gold market trendsprecious metals investment+3 | — | goldsilver+2 | — | goldsilver+5 | — | 34m 18s | |
| 3/14/26 | Time to Transition✨ | retirement planningmarket transitions+3 | — | YouTubeInstagram | 518 | retirementtransitions+3 | — | 29m 17s | |
| 3/7/26 | Respond, Don't React✨ | investment portfolioglobal conflicts+3 | — | — | Iraq | investmentstock market+3 | — | 27m 18s | |
| 2/28/26 | Super ROTH Strategy✨ | Roth strategyfinancial planning+3 | — | YouTubeInstagram | 518 | Super Rothmega Roths+4 | — | 25m 04s | |
| 2/21/26 | What is your NAIL?✨ | personal developmentfinancial decision making+3 | — | YouTubeInstagram | 518 | nailfinancial decisions+5 | — | 31m 48s | |
| 2/14/26 | Retrain Your Brain! | Join us for today's podcast as Crystal shares how the human brain is naturally wired to avoid risks and protect itself, which can hinder effective investing. She will share the ten key biases that affect financial decision-making and emphasize the importance of understanding these biases to make informed and objective investment decisions. You won't want to miss how you can Retrain Your Brain! You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation | 35m 37s | ||||||
| 2/7/26 | Do YOU want to be a Millionaire? | Who doesn't want to be a millionaire? Is that something you should be shooting for? Listen to today's podcast as Crystal talks about what you should really try to become. You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation | 34m 30s | ||||||
| 1/31/26 | Are You choosing to be broke? | Join us for today's podcast, a replay from last year at this time, as Crystal asks - Are you choosing to be broke? What can we do to change that mindset. You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation | 31m 37s | ||||||
| 1/24/26 | Hope is NOT a Strategy! | We can all start the new year with resolutions and goals, but without a plan to accomplish them, will they be fulfilled? We can all hope to accomplish them, but that isn't a strategy! Listen today as Crystal shares about how some famous individuals who didn't have a plan. And their goals were not fulfilled without it! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation | 30m 45s | ||||||
| 1/17/26 | Do You Have A Wealthy Mindset? | With the turn of the calendar and a new year upon us, many people use it as an opportunity for reflection. Listen to today's podcast as Crystal asks the question " Do you have a wealthy mindset?" As you begin to ponder that, join us this week for answers to that question and many more.. You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation | 29m 15s | ||||||
| 1/10/26 | Top 10 Topics of 2025 | Join us for today's podcast as Crystal does a recap of the Top 10 Topics of 2025. Do you know what they were? Here's a hint... Crystal discussed the importance of developing a wealthy mindset and emphasized that money should be viewed as a tool for growth rather than a source of security. Tune in to find out the rest! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation | 31m 15s | ||||||
| 1/3/26 | Trump Accounts in 2026 | Happy New Year! With the turn of the calendar page comes some changes Crystal will share on this week's podcast. Those Trump Accounts that were talked about will come into place this year. Join us this week as Crystal talks about what they are and how you may benefit from them. You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation | 28m 07s | ||||||
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