The Insight Series

In 2024, we announced a new offering called The Insight Series. The Insight Series is a client-exclusive monthly deep-dive with our advisors. Together, we’ll look at money from different angles to better understand it and further maximize our partnership.

You can find the full-length replays of all episodes below. 

September 2026

September 2026

Reflection as Growth: Turning life lessons into lasting wisdom As we prepare to cross the threshold into fall, learn more about the process of integration and how to use our past experiences as part of our foundation. A-ha Moments: Money mirrors learning — Liz walks...

August 2026

August 2026

Receiving as Strength: Opening to the abundance you’ve already created As we begin to gather from our gardens, this month’s theme connects with Harvest and enjoying the fruits of your labor.  A-ha Moments: Money mirrors abundance — the ways we receive and share...

July 2026

July 2026

Trust as return: Building courage to invest — in markets and in yourself This month, we place the theme of experimenting under the microscope and examine the relationship between risk and security. Interview: Liz and John go in-depth on the course he's been taking...

June 2026

June 2026

Joy as investment: Where your focus goes, your money grows This month, we’re putting our energy into Joy as we go all in on aligning our money with what matters most. The goal: feel better about money so we can do better with it. Guest interview: Michael Glavan...

May 2026

May 2026

Easeful Action as Profit: Building Wealth that Feels Light, Not Forced This month, we’re focusing our energy on Planting, revealing the steps we can take in the present to cultivate growth that we can enjoy in the future. A-ha Moments: Money Mirrors Action Confident...

April 2026

April 2026

Alignment as Advantage: Setting Up What’s Next with a Confident Edge A-ha Moments: Money Mirrors Beginnings Special Guest: Bruce & Norma Hershberger - Planning the Go-Go Years Balanced Perspectives: Disruptions & adaptations Confident Decisions: Preparing for...

March 2026

March 2026

Space as Strategy: Clearing the clutter of your financial flow Here's how we'll guide the conversation as we center on the theme of "Clearing Out." A-ha Moments: Money Mirrors Space Special Guest: Linda Leon - Spiritual & physical clearing out Confident...

February 2026

February 2026

About February's Episode This month, we’re zooming in on the theme of Envisioning and how to allow our desires to guide our financial direction. Desire as Direction: Letting what you truly want guide your financial strategy Special segment: Visualization Exercise...

January 2026

January 2026

About January's Episode We’re all about slowing down and savoring moments. This month, we’re focusing our energy on re-energizing and rest. Special guest segment: Rabecca Rocco, Breathwork Practitioner Life topic: Rest as Wealth - Money Mirrors Energy Financial topic:...

December 2025

December 2025

December is all about the theme of ‘Close,’ as we focus on the idea of financial endings.