You & Your Money

You & Your Money is a practical finance show centered on planning through change. It treats money as a life-management problem, not a scoreboard. Recent episodes move between monthly market updates, tax-policy explainers, AI-driven investment themes, and a multi-part series on the Great Wealth Transfer. The register is professional and direct. Market discussions connect volatile headlines to portfolio construction, risk levels, Federal Reserve expectations, inflation pressure, oil pricing, and tax policy. The show does not present market movement as noise to ignore. It asks what changed, what remains uncertain, and how a plan should be aligned with the goal it was built to serve. Its wealth transfer episodes are especially family-focused. They look at the coming movement of assets across generations through legal, financial, and behavioral lenses. The recurring message is that heirs, parents, spouses, and business owners need clearer conversations before wealth changes hands. Estate documents matter. So do values, family governance, asset titling, charitable intentions, and financial literacy for the next generation. Women and wealth are treated as a central planning issue, with attention to longevity, inheritance, decision-making, and the growing role of women in family financial stewardship. Business succession also appears as a practical complication, especially when closely held businesses may pass to a spouse or next generation. Tax episodes translate policy changes into decisions around income planning, retirement withdrawals, deductions, and charitable giving. AI coverage is market-aware rather than hype-driven, tracking the gains in technology, semiconductors, data centers, utilities, and energy while emphasizing that excitement does not erase risk. The show is strongest for listeners who already care about planning but want clearer context before speaking with advisers, attorneys, or family members. It is less about quick tips than coordinated thinking. Named advisers and legal voices give the conversations a structured, professional feel. The result is a steady briefing for households, retirees, heirs, and business owners facing financial decisions that are shaped by markets, policy, and family dynamics at the same time.