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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

  • Death and Beneficiaries

    Kim and Emily explain what happens to your assets after you’re gone, starting with why everyone needs a will and why the beneficiary designations on your accounts outrank it. Learn how naming beneficiaries keeps assets out of probate, what the SECURE Act’s ten-year rule means for anyone inheriting an IRA, and the difference between per…

    Listen Now >: Death and Beneficiaries

Previous Episodes

  • Fraud, Scams, and Deception

    Compliance Kim shares real fraud cases from the firm, including one where a scammer beat two-factor authentication by hijacking a client’s landline. Kim and Emily break down the tactics fraudsters use, the questions to ask before you act, and why there’s no shame in picking up the phone to double-check.

    Listen Now >: Fraud, Scams, and Deception

  • What Do I Actually Put in This Account?

    Celebrating one year of the show, Kim and Emily go back to basics on what actually belongs in your investment account. Get plain-English breakdowns of stocks, bonds, mutual funds, and ETFs, plus a no-judgment guide to riskier terms like margin and short selling, and why inflation and interest rates always seem to move together.

    Listen Now >: What Do I Actually Put in This Account?

  • 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
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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.