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Recent episodes
Interviewing an NFL LINEMAN | (w/ Ben Noll)
Apr 23, 2026
25m 41s
Writing Your Practice's Next Chapter | (w/ Rose Price)
Apr 2, 2026
29m 21s
Helping Financial Advisors Retire | (w/ Pete Bush)
Mar 17, 2026
32m 40s
The Top 10 Most Expensive Cities Are...
Mar 9, 2026
10m 44s
Confronting AI. | (w/ Kerwin Lovell)
Feb 19, 2026
27m 08s
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Resolving iTunes ID\u2026 if this persists, the podcast may not be indexed on Apple Podcasts.
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 4/23/26 | ![]() Interviewing an NFL LINEMAN | (w/ Ben Noll)✨ | NFL Draftlife after football+3 | Ben Noll | Dallas CowboysDetroit Lions+2 | — | NFLBen Noll+5 | — | 25m 41s | |
| 4/2/26 | ![]() Writing Your Practice's Next Chapter | (w/ Rose Price) | GOOD MORNING AND GREAT COFFEE! Calling all financial advisors! In this week's episode, Mark sits down with Enterprise CEO, Partner, and Financial Advisor at Horizon Financial Group, Pete Bush, to discuss all things financial advising, succession planning, and retirement. Building a legacy you can be proud of, equipping the next generation to manage your clients with dignity, retiring at the perfect age to reward you for your extensive career, we cover it all right here. Enjoy. If you want t... | 29m 21s | ||||||
| 3/17/26 | ![]() Helping Financial Advisors Retire | (w/ Pete Bush) | GOOD MORNING AND GREAT COFFEE! Calling all financial advisors! In this week's episode, Mark sits down with Enterprise CEO, Partner, and Financial Advisor at Horizon Financial Group, Pete Bush, to discuss all things financial advising, succession planning, and retirement. Building a legacy you can be proud of, equipping the next generation to manage your clients with dignity, retiring at the perfect age to reward you for your extensive career, we cover it all right here. Enjoy. If you want t... | 32m 40s | ||||||
| 3/9/26 | ![]() The Top 10 Most Expensive Cities Are... | GOOD MORNING AND GREAT COFFEE! Burst Sessions are Back! In this week's episode, Matt and Lauren sit down to go through the top ten most expensive cities to live in entering into 2026, and which places you may be better off avoiding, even if you've got a couple bucks to spare. Enjoy. If you want to reach out to one of our advisors for questions, suggestions or other, please call us at 1-844-444-YTYM, or email us at irontreefinancial@ceterais.com. REMEMBER: LIVE WELL AND PLAN EVEN BETTER #t... | 10m 44s | ||||||
| 2/19/26 | ![]() Confronting AI. | (w/ Kerwin Lovell) | GOOD MORNING AND GREAT COFFEE! We're back with a bang ladies and gentlemen. In this week's episode, Mark and Adam sit down with AI expert and CEO of K5 Solutions, Kerwin Lovell, to discuss all things Artificial Intelligence. Is AI a tool to use or an advancement to fear? Can AI help with your financial planning? Where is all of this headed? We share your questions, and we are so excited to have found the perfect guy to answer them all. Enjoy. If you want to reach out to one of our advisors ... | 27m 08s | ||||||
| 11/6/25 | ![]() Supporting Individuals with Disabilities | (w/ Nicole Babie) | GOOD MORNING AND GREAT COFFEE! Everyone deserves respect and support. In this week's episode, Mark and Justin were honored to welcome Director of Foundation at the "Wildwood Foundation", Nicole Babie onto the podcast! Nicole shares how Wildwood came to be, Mark and Justin hear from a true expert on the importance of charity in our community, and Nicole shares a tip or two for how you can work with your advisor on factoring charitable giving into your finances. We are thankful to Nicole for t... | 29m 14s | ||||||
| 10/21/25 | ![]() Grappling with the Art of Jiu Jitsu | (w/ Nels Larson) | GOOD MORNING AND GREAT COFFEE! The only thing better than one YCYM episode in one month is, well, another YCYM episode! And boy do we have another winner here for you. This week, Mark and Matt welcome onto the show one of the most respected Jiu Jitsu trainers in the North East, the "Professor" himself...Lars Nelson! Mark and Matt dig into Nels' background and upbringing, Nels discusses where exactly he found his passion for both martial arts and for teaching others in this unique craft; we u... | 52m 28s | ||||||
| 10/11/25 | ![]() The Future of College Football. | (w/ Jared Ambrose & Jordan Orlovsky) | GOOD MORNING AND GREAT COFFEE! First "Your Coach, Your Money" episode on the new set folks, and we couldn't have picked a better group of people to do it with. This week, Mark and Matt welcome onto the show Head Coach of the UAlbany college football team Jared Ambrose, and Chief of Staff Jordan Orlovsky! This one is a home run ladies and gentlemen, you do NOT want to miss it...maybe the wrong choice of words. ***NOTE: This episode was previously recorded on 10/2/25, so some references to up... | 27m 17s | ||||||
| 9/30/25 | ![]() Building on the Real Estate Conversation | (w/ Ryan Clark & Jay Christiana) | GOOD MORNING AND GREAT COFFEE! We built this episode on rock and roll. This week, Mark and Matt couldn't be more excited to sit down with two real estate experts from Berkshire Hathaway Home Services, Ryan Clark and Jay Christiana! We dive right into Ryan and Jay's backgrounds in this ever-changing industry, we discuss a few key things the real estate market is missing in today's world, we even find a way to relate the home market to jiu jitsu! The door is wide open with this one, come right... | 24m 16s | ||||||
| 8/28/25 | ![]() Uncovering Cetera's Next Chapter | (w/ John Lefferts & Jennifer Hanau) | GOOD MORNING AND GREAT COFFEE! We reached for the stars and managed to snag two of them for this one. In this week's episode, Mark and Adam are excited to sit down with Head of Cetera Investors, John Lefferts, and President of RIA & Branches Channel at Cetera Financial Group, Jennifer Hanau! We dive into John and Jennifer's backgrounds, discuss the rapid growth Cetera is experiencing in a modern competitive financial landscape that leaves little to no margin for error, and we unpack why ... | 23m 49s | ||||||
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| 8/12/25 | ![]() The Price of Puppy Love. | (w/ Tony Filippone) | GOOD MORNING AND GREAT COFFEE! Ladies and gentlemen, we did it. We found who let the dogs out. In this week's episode, Mark and Justin are thrilled to sit down with known animal trainer...TONY FILIPPONE! Tony shares some lovely and informative stories over his illustrious career, we dive into the best way to handle aggressive dogs, and of course, we discuss the financial-side of animal care, including factoring a pet into your estate plan and budgeting for your latest furry friend! If you ar... | 43m 02s | ||||||
| 7/11/25 | ![]() The ONE THING that money can't buy... | GOOD MORNING AND GREAT COFFEE! You would think as advisors money is all we think about, but it takes a BIG back seat to one thing in particular. In this week's episode, Matt and Lauren sit down to discuss how community means everything not just in the world of finance, but in general! The relationships we build with one another, how we relate to one another through our similarities and understand one another through what makes us different, these are the key things in life that make a person... | 21m 50s | ||||||
| 6/12/25 | ![]() The Fastest Way to One Million. | GOOD MORNING AND GREAT COFFEE! We know what you're thinking..."Hey Mr. Media Guy who edits and posts these episodes, unless you've got the winning ticket, there is no "fast way" to one million dollars". And to that I say, "please, Mr. Media Guy is my father". But of all the ways you could possibly work your way toward being a millionaire, there is a path to the finish line that is quicker than the rest, and we feel pretty confident about what that path looks like for you. In this week's epis... | 9m 32s | ||||||
| 6/6/25 | ![]() Factoring DIVORCE into your SOCIAL SECURITY || (Charity Token Hint Episode) | GOOD MORNING AND GREAT COFFEE! Divorce is never a conversation one wants to welcome with open arms, and it can be easy while navigating a stage of life as uncharted as this one to feel like you have infinitely more questions than answers. Hopefully we can help. In today's episode, Mark and Justin sit down to discuss factoring a divorce into your Social Security. Also, once again, we may have snuck in several big hints for one of our 10 charity token locations, so tune all the way in. If you... | 13m 32s | ||||||
| 6/2/25 | ![]() Claiming SOCIAL SECURITY at 70 || (Charity Token Hint Episode) | GOOD MORNING AND GREAT COFFEE! What's better than one episode about claiming social security at 70? How about two? One year ago we put out a three-part series on claiming SS at various stages in life, but a lot has changed, and we'd like to believe we've learned even more since then, so let's run it back. In today's episode, Mark and Adam sit down once again to discuss Social Security, and if you happen to be 70 and not a day over 43 and the topic of finally claiming has been front and cente... | 12m 53s | ||||||
| 5/30/25 | ![]() Claiming SOCIAL SECURITY at 62 || (Charity Token Hint Episode) | GOOD MORNING AND GREAT COFFEE! What's better than one episode about claiming social security at 62? How about two? One year ago we put out a three-part series on claiming SS at various stages in life, but a lot has changed, and we'd like to believe we've learned even more since then, so let's run it back. In today's episode, Mark and Adam sit down to discuss Social Security, and if you happen to be one year older than 61 and looking to claim...this may very well just be the start of a beauti... | 12m 35s | ||||||
| 5/27/25 | ![]() ALL THINGS DIVIDEND || (Charity Token Hint Episode) | GOOD MORNING AND GREAT COFFEE! A house divided against itself cannot stand, but maybe a dividend-ed one could. Forgive us, there's not many puns that work with our topic here this time around, ladies and gentlemen. In today's episode, Mark and Justin sit down to discuss all things "dividend", rolling up their sleeves and getting down into the world of payments and shareholders so that you don't have to. Also, once again, we may have snuck in several big hints for one of our 10 charity token ... | 14m 15s | ||||||
| 5/23/25 | ![]() Managing Your EMERGENCY MONEY. || (TOKEN FOUND) | UPDATE: THE CHARITY TOKEN HINTED AT IN THIS EPISODE HAS OFFICIALLY BEEN DISCOVERED. GOOD MORNING AND GREAT COFFEE! Life comes at you fast. Often times it can be tricky trying to prepare for what you see coming, let alone the unexpected; but where there's a will, there's a way...and we happen to have both today. In today's episode, Matt and Mark sit down to break down your emergency money, how to save it up, and what you need to do to prepare for the best, and worst, that life has to throw yo... | 11m 43s | ||||||
| 5/19/25 | ![]() INVESTING AFTER COLLEGE || (TOKEN FOUND) | GOOD MORNING AND GREAT COFFEE! What's more stressful than college? How about life after college? As we move into the summer months, there is a whole new wave of graduates collecting their hard-earned degrees, and making the brave attempt to transition into the work force. With that transition comes a heck of a lot of responsibility, a ton of bills to pay and, if you're like everyone else, not a whole lot of clarity on how it all needs to come together for you to be successful. In today's epi... | 18m 04s | ||||||
| 5/16/25 | ![]() Unpacking the NYS PENSION SYSTEM || (CHARITY TOKEN FOUND BUT NOT YET CLAIMED) | GOOD MORNING AND GREAT COFFEE! Business, retirement, benefits, oh my! You're probably watching this because you're nearing the twilight of your professional career, and the time has come to look to your future. Allow us to help. In today's episode, Matt and Mark sit down to break down the NYS Pension System in more than enough detail that will hopefully equip you to put together a plan for your retirement that you can get excited about. Also, once again, we may have snuck in several big hint... | 19m 01s | ||||||
| 5/13/25 | ![]() What Should Advisor Relationships Look Like? || (TOKEN FOUND) | UPDATE: The Charity Token hinted at in this episode has officially been found! GOOD MORNING AND GREAT COFFEE! If there's one thing that's probably safe to say, it's that you're here because you are seeking sound financial guidance from people you can trust. And in our line of work, in terms of providing for the people we work for, building a strong relationship with people like yourself is priority number one. In today's episode, Matt and Mark sit down to discuss advisor relationships, what ... | 13m 15s | ||||||
| 5/8/25 | ![]() WHAT IS FRA? || (CHARITY TOKEN FOUND BUT NOT YET CLAIMED) | GOOD MORNING AND GREAT COFFEE! New office, new set, same old us. In this week's episode, Mark and Justin sit down for the first official session in the brand new studio to discuss FRA as it pertains to social security, offering up every bit of information you need to know on the matter, and hopefully answering every question you could think to ask. Also, the guys sneak in several hints that may bring you several steps closer to uncovering one of the nine charity tokens still hidden around th... | 16m 40s | ||||||
| 5/8/25 | ![]() Introducing "The Iron Tree Financial Charity Token Hunt" | The Hunt is On. 10 Tokens, 10 Locations. From now through the end of the fall, Iron Tree Financial cordially invites you to participate in the most significant endeavor we have ever undertaken, a Charity Token Hunt that spans the entire Capital Region of Upstate New York. In today's episode, all four "Your Time, Your Money" hosts unite to discuss everything there is to know...or at least everything we can reveal about this unprecedented event! WATCH AWAY, AND GET HUNTING! If you want to rea... | 22m 56s | ||||||
| 5/8/25 | ![]() Lets Discuss These Tariffs... | GOOD MORNING AND GREAT COFFEE! It is finally upon us, the very last week before we make the move to our brand new studio is here. And to celebrate such a momentous occasion, we picked a big topic for you. In this week's episode, the four hosts of “Your Time, Your Money” sit down to discuss tariffs, diving into the general nationwide reaction to them, their implications on your personal finances, and more. The finance Avengers only assemble once in a blue moon over here folks, so do yourself ... | 21m 16s | ||||||
| 4/17/25 | ![]() Encouraging Kids to Invest | GOOD MORNING AND GREAT COFFEE! Our time at the current set is coming to a close, and the show is getting its long-anticipated makeover real soon, but there is ALWAYS time for another table talk. In this week's episode, Mark and Matt sit down to discuss all of the various ways kids can save their money early on, and how understanding finances from a young age can equip anyone for just about anything that lies ahead. If your child finds some free time between the TikTok dances and the Bluey ma... | 17m 42s | ||||||
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