Business Casual
Welcome to Business Casual, the podcast where finance meets everyday life. Hosted by Mike Longo of Alliance Financial Group, each episode breaks down complex money topics into conversations that are simple, relatable, and actionable.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 6, 2026
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- Jul 3, 2026
Latest episodes
The Retirement Reality Check Everyone Needs After 45 (opens the original)
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Ages 45–54 can feel like financial crunch time. You may be earning more than ever, but you could also be managing higher expenses, supporting children, helping aging parents, paying down debt, and realizing that retirement is no longer far away. In this episode of the Business Casual Podcast’s Life Stages Series, Keith Smith and Shane Stelma discuss the financial decisions that become increasingly important during your peak earning and spending years. They cover: • How to determine whether you a
The Money Moves You Need to Make Before 45 (opens the original)
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Your mid-career years can be some of your most important asset-building years, but earning more does not automatically mean you are building wealth.In this episode of the Business Casual Podcast, Keith Smith and Shane Stelma discuss the financial priorities individuals between the ages of 35 and 44 should be focusing on. From managing debt and strengthening your emergency fund to protecting your income and planning for retirement, this stage of life requires balancing several competing prioritie
The First 10 Years of Your Career Can Make or Break Your Finances | Life Stages Series Ep 1 (opens the original)
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The first 10 years of your career can shape your finances for decades. Many young professionals begin their careers with student loans, credit card balances and car payments before receiving their first full-time paycheck. At the same time, they may be preparing to buy a home, get married, start a family and save for retirement. In this episode of Business Casual, Shane Stelma and Keith Smith discuss the foundational financial decisions people should consider during their 20s and early 30s. They
What Every College Student Needs to Know About Money (opens the original)
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College prepares you for a career, but does it prepare you to manage your money? In this episode of the Business Casual Podcast, Shane and Keith answer some of the biggest financial and career questions facing college students and young professionals. They discuss how to build credit without falling into the debt trap, why closing an old credit card may hurt your credit history, and what to consider before increasing your credit limit. They also explain how students can balance tuition payments,
Why Budgeting Doesn't Work (And What Actually Builds Wealth) | LBS Series Ep 4 (opens the original)
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Why do so many budgets fail? In this episode of the Business Casual Podcast, Keith Smith and Shane Stelma explain why traditional budgeting often falls apart—and what actually works if you want to build long-term wealth. Using real client scenarios, they break down how cash flow, spending habits, lifestyle creep, and unexpected expenses quietly prevent people from getting ahead, even when they're earning six figures. You'll learn why creating a dedicated wealth-building system can be far more ef
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