HeyJaredFMI Financial Management Podcast
This show helps individuals and families navigate money with clarity, confidence, and a values‑driven perspective.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 21, 2026
Latest episodes
Who Knows More About Your Money? CPA or CFP? (opens the original)
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What’s the real difference between a CPA and a CFP, and when do you actually need both? In this episode of Through The Noise, we sit down with Raya Custard, a CPA with Bookkeeper.com, for a candid conversation about how tax professionals and financial planners approach money differently - and why working together can make a major difference for clients. Marlana and Raya discuss tax planning, retirement, business strategy, capital gains, estate planning, major financial decisions, and the importa
Give More to Charity. Pay Less in Taxes. Here's How. (opens the original)
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Charitable giving can be about much more than simply writing a check. When planned correctly, giving can also play an important role in tax planning, retirement planning, investment strategy, and even family legacy. In this episode, David and Marlana break down several strategies that can help make charitable giving more tax-efficient and purposeful. They discuss Qualified Charitable Distributions (QCDs), donor-advised funds, charitable remainder trusts, giving appreciated assets, and how charit
What Really Happens to Your Assets When You Die? (opens the original)
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What happens to your assets when you're gone–and how can you make things easier for the people you leave behind? In this episode of Through the Noise, Marlana Lancaster joins David Elmore in a conversation, breaking down the fundamentals of estate planning, including wills, trusts, probate, powers of attorney, medical directives, beneficiaries, and more. While estate planning can seem complicated and overwhelming, David explains why every family should have a plan in place and how a few key docu
Trump Accounts vs. 529 Plans: Everything Parents Need to Know (opens the original)
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Should you open a 529 Plan, a Trump Account, a Roth IRA, or another investment account for your child? In this episode of Through The Noise, David Elmore and Marlana Lancaster break down the most popular ways to save and invest for children–from college savings plans to the newly introduced Trump Accounts. They discuss the pros and cons of each option, recent changes to 529 plans, why trade schools deserve more attention, and how parents can use Roth IRAs and even family businesses to build long
The Biggest Tax Mistake People Make Every Year (And It's Preventable) (opens the original)
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In this episode of the podcast, we sit down with Wes Kirtz, Managing Director of Bookkeeper.com, to discuss how integrating tax planning with financial advising can help individuals and business owners simplify their financial lives while minimizing unnecessary taxes. The conversation covers why having multiple investment accounts and advisors can create unnecessary complexity, the importance of proactive tax planning throughout the year, new charitable giving rules for 2026, retirement planning
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