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Financial Strides Podcast / Episodes

Financial Strides Episodes

Most Recent 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 stirpes and per capita.

Meet Your Hosts

Meet Kim and Emily, your guides on this journey toward financial confidence. In this inaugural episode, discover what inspired Woodley Farra Manion to create a podcast—without the jargon or usual intimidating factors—for real people who make money decisions. You’ll also learn what a Registered Investment Advisor (RIA) actually does, and why the term “fiduciary” should matter to you.

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Financial Strides Episodes

Every journey begins with the first step. We’re ready to join yours.