Episode 1: Meet Your Hosts

Episode Description

Meet Kim and Emily, your guides on this journey toward financial confidence. In this inaugural episode, discover what inspired two financial professionals to create a podcast for real people navigating money decisions without the jargon or intimidation, and learn what a Registered Investment Advisor (RIA) actually does and why the term “fiduciary” should matter to you.

Episode Summary

Kim brings 16 years of compliance and operations expertise while Emily offers fresh curiosity as someone still learning alongside listeners. They explain their mission—to be an educational resource that helps you feel empowered to take action, whether that’s setting your first budget or eventually working with a financial advisor—and break down what makes RIAs different from other financial professionals, and why fiduciary responsibility means their firm is legally bound to put client interests first.

A financial journey is about progress, not perfection. Kim and Emily believe financial education should be accessible, non-threatening, and personally paced. They promise to learn together, answer real questions, and make financial topics feel less like adult homework and more like conversations with friends who happen to know their way around money.

“We want to help people who feel like the only child in the room during very adult financial conversations.”