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Financial Strides Podcast

Join hosts Kim and Emily as they guide you through practical financial wellness, from understanding investment basics to balancing today's enjoyment with tomorrow's security. No overwhelm, no judgment—just clear conversations that help you take confident steps toward financial contentment.

Financial Strides Podcast

Latest Episode

  • What to Expect with an RIA

    Thinking about hiring a financial advisor, but aren’t sure where to start? Kim and Emily walk through exactly how to prepare, what to ask, and which red flags to watch for—from confirming fiduciary status to understanding who actually holds your money and why that distinction matters. Get the full checklist for interviewing advisors with confidence.

    Listen Now >: What to Expect with an RIA

Previous Episodes

  • Getting to Know Us

    Ten episodes in, Kim and Emily Kim and Emily swap questions they selected in secret. Hear the childhood money lessons that stuck, the financial regrets they’d undo (including one cashed-out IRA Emily’s still thinking about), the spending habit Emily finally broke, and what financial success really feels like when you stop trying to put a…

    Listen Now >: Getting to Know Us

  • What We Actually Do

    Kim and Emily finally explain what a Registered Investment Adviser is, how your assets are protected, why fiduciary duty makes every decision surprisingly simple, and what Kim and Emily themselves do at the firm every day, including the compliance paperwork no one else wants to touch.

    Listen Now >: What We Actually Do

  • Taxable Brokerage Accounts

    You’ve maxed your retirement accounts. Now what? Kim and Emily explain why “taxable” doesn’t mean what you think, walk through cost basis and capital gains, and reveal how this unlimited account can fund a dream vacation, bridge an early retirement, or simply let your post-tax dollars work for you without government rules.

    Listen Now >: Taxable Brokerage Accounts
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Financial conversations that fits your life—practical, simple, personally paced.

Time to Start Your Own Financial Story?

The Financial Strides podcast is brought to you by Woodley Farra Manion. If you’re ready to move beyond general advice and start a real conversation about your unique financial situation, we’d love to hear from you. Our team specializes in creating clear, actionable strategies that fit your actual life.

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Questions about the Podcast?

Whether you have questions about an episode, want to suggest future topics, or need clarification on a financial concept we covered, your comments and feedback helps us create content that truly serves your financial journey.

Woodley Farra Manion does not provide tax, legal or accounting advice. The material discussed in this podcast series is informational in nature and is not intended to provide and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors prior to taking action related to this information.