エピソード

  • Navigating Financial Challenges: Expert Tips for Busy Professionals (Ep. 12)
    2025/03/27
    What’s the secret sauce for building wealth while juggling life’s chaos? Nick St. George from St. George Wealth Management kicks off the latest episode of Un Eff Your Finances with an engaging discussion on the importance of a structured financial plan for busy executives and business owners. With a mix of humor and expertise, he …

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    35 分
  • How to Choose the Right Financial Advisor: Essential Questions (Ep. 11)
    2025/03/13
    What questions should you ask before entrusting your finances to an advisor? Dive into this episode where Nicholas St. George uncovers the essentials to choosing the perfect financial partner. Whether you’re a hotshot business owner or just getting started in the financial game, these insights will keep you on the straight and narrow. Nick breaks …

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    28 分
  • Tackle Tax Season Like a Pro with Mark Carrison (Ep. 10)
    2025/02/27
    Do you find yourself tangled in tax season chaos every year? You’re not alone! Dive into this episode for a laugh and some clarity! In this episode, Nicholas chats with his brother from another mother, Mark Carrison, a seasoned tax pro from Verdolino and Lowey. Prepare to unwind those tax-time worries and learn how to …

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    33 分
  • Real Talk on Taxes with Anthony R. Ruffalo (Ep. 9)
    2025/02/13
    Wondering how to navigate your tax forms this season without losing your cool—or your cash? Don’t worry, we’re here to break it down. In this episode, Nicholas St. George teams up with Anthony Ruffalo, a social media legend and financial advisor, to get real about taxes and smart financial planning. Join us for full transparency …

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    34 分
  • Avoiding Financial Train Wrecks with Eric Woodraska (Ep. 8)
    2025/01/30
    Ever wonder why your retirement portfolio might resemble a messy clearance aisle at TJ Maxx? In this episode, Nick St. George sits down with Eric Woodraska, Client Portfolio Manager from Helios, a financial wizard who knows his way around a portfolio like no other! They dig into the good, the bad, and the downright “what …

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    32 分
  • Small Steps to Big Financial Wins (Ep.7)
    2025/01/16
    Want to make 2025 your most financially fit year yet? Discover how small tweaks can bring big wins to your wallet! This week on Un Eff Your Finance, Nicholas St. George explores practical steps to kickstart your financial goals for the new year. They dive into simple yet powerful habits that help busy individuals take …

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    29 分
  • Crushing Retirement Risks: Making Your Money Last in Retirement (Ep. 6)
    2025/01/02
    Are you ready to navigate the unpredictable seas of retirement? What if your golden years could be generously funded and worry-free? In this episode, Nicholas tackles the burning question of how to make your money last in retirement amid rising inflation and longer lifespans. He addresses the realities of longevity risk, the importance of planning …

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    26 分
  • Don’t Root Against The Pilot (Ep. 5)
    2024/12/19
    What does it mean to root for the pilot in the world of finance and elections? Dive into today’s conversation to find out why staying the course is essential, no matter who’s at the political helm. In this episode, Nicholas St. George talks about how election outcomes really impact your finances. He dives into the …

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    34 分