Jeff, a specialized surgeon, and Susan, a stay-at-home parent, discuss their financial struggles and being taken advantage of by a percentage-based financial advisor. They debate the value of a whole life insurance policy, share their upbringing and the impact of the fiduciary rule on financial consumers, and reflect on their experience with a financial advisor. They emphasize the importance of conscious spending, confronting and switching financial advisors for high fees, and leveraging assets. The hosts conclude with plans for change and meeting with a new financial advisor for better financial alignment.

Susan, an expert in admissions processes, joins Mark and Lisa to tackle listener questions on college decision impacts and application evaluation. They discuss how to assess a college's career outcomes and financial stability, providing practical advice for students. Carlynn Greene, known as the "Scholarship Guru," shares insights on securing external scholarships, offering tips on effective applications and maintaining a strong profile. The conversation also emphasizes the importance of local scholarships and the evaluation of colleges based on employment rates.

In this episode, Susan, a New York feminist talk show organizer/actress, discusses the importance of reclaiming happiness for women in a patriarchal society. They explore methods such as reshaping values, creating all-female spaces, fostering deep connections between women, and pursuing liberation in everyday life. The podcast also includes a movie review of 'Barbie' by a blogger, dedicated to mothers and young girls.

In this engaging coaching session, Jayson Gaddis, a coach who specializes in addiction recovery, helps Susan confront her compulsive spending habits. They dive into how to distinguish addiction from mere behavior, emphasizing the lack of meaning in life that can fuel compulsive habits. Jayson also explains how healthy relationships can aid in breaking free from addiction. Through practical insights, they explore emotional triggers and the importance of honest communication, providing a roadmap for recovery and deeper connections.

Susan is an athlete who learned to juggle Ironman training while managing a demanding job and family life. In this engaging conversation, she shares her transformative journey, emphasizing the Four Keys approach that redefined her training methods. Susan recounts the intense challenges she faced during her preparation for Ironman Wisconsin, including adverse weather and equipment issues. Her story is a testament to resilience and focus, showcasing how everyday athletes can thrive in the face of adversity.