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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 We Actually Do

    Episode Description From SEC registration and fiduciary duty to fee structures and client service, Kim and Emily finally answer the question listeners have been waiting for: what do they actually do? This episode pulls back the curtain on what it means to be a Registered Investment Adviser, and why that distinction should matter to anyone…

    Listen Now >: What We Actually Do

Previous Episodes

  • Taxable Brokerage Accounts

    Episode Description You’ve maxed your retirement accounts and paid down debt. Now what? Kim and Emily explain taxable brokerage accounts—the final, unlimited bucket where your post-tax dollars work for you. Discover why “taxable” doesn’t mean what you think, how capital gains actually work, and why this account might be your secret weapon for early retirement,…

    Listen Now >: Taxable Brokerage Accounts

  • Deep Dive into Retirement Accounts

    Episode Description Confused by retirement account acronyms? Kim and Emily demystify IRAs, Roth IRAs, 401(k)s, and Roth 401(k)s, explaining exactly how each account works, their tax advantages, and—most importantly—how these accounts work together to maximize your retirement savings. Bonus: a farmer’s market seed analogy that finally makes the tax difference crystal clear. Financial Strides Episode…

    Listen Now >: Deep Dive into Retirement Accounts

  • Your New Year’s Financial Checklist

    Episode Description Start the year right with a practical roadmap for your financial and personal life. Kim and Emily guide you through essential annual reviews—from credit reports to insurance coverage—helping you organize, protect, and plan for the year ahead without overwhelming yourself. Financial Strides Your New Year’s Financial Checklist Episode Summary New Year brings the…

    Listen Now >: Your New Year’s Financial Checklist
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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.