The Plan Wisely Resource Library
The Plan Wisely Resource Library is full of articles, videos, podcasts, and guides designed to help you navigate complex financial issues and make wise decisions. Explore topics like retirement planning, investing, taxes, insurance, debt, and long-term planning—so you can focus on what matters most and move forward with confidence.
Podcast
Episode 102: What 100 Conversations About Money Taught Us
By Erik Garcia
In this milestone episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and co-host Xavier Angel, CFP®, ChFC®, CLTC®, reflect on what they’ve learned after reaching 100 episodes of honest,…
Podcast
Episode 101: King Cake and the Seasons of Money
By Erik Garcia
In this solo episode of the Stuff About Money podcast, Erik Garcia CFP®, BFA™, ChFC®, reflects on King Cake season in New Orleans, an annual reminder that some things are wonderful precisely because they don’t last forever….
Podcast
Episode 100: Caring for Aging Parents: Why Waiting Is the Most Expensive Option
By Xavier Angel
In this episode of Stuff About Money They Didn’t Teach You in School, Xavier Angel, CFP®, is joined by Shannon Mehaffey Ory, Owner and Senior Care Consultant at Avila Senior Advisors, for an honest conversation…
Podcast
Episode 99: Should You Wait to Invest When the Market Feels Expensive?
By Erik Garcia
In this episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia is joined by Miles Clark, Senior Analyst at Nasdaq Dorsey Wright, to explore a simple but important question: what’s better—time…
Podcast
Episode 98: Plan Before Life Forces Your Hand: The Cost of Waiting
By Xavier Angel
In this solo episode of Stuff About Money They Didn’t Teach You in School, Xavier Angel, CFP®, ChFC®, CLTC, steps behind the mic to wrestle with a tough truth: planning isn’t optional, not if you…
Podcast
Episode 97: Your Goals Need a Reframe,
By Erik Garcia
In this solo episode of the Stuff About Money podcast, host Erik Garcia, CFP®, ChFC®, BFA™ sits down for a candid one-on-one about goals. Not the shiny, New-Year’s-resolution kind, but the messy, honest kind we…
Podcast
Episode 96: Faith, Finances, and Facing Mortality: A Conversation with Gio Arenas
By Xavier Angel
In this moving episode of the Stuff About Money They Didn’t Teach You in School podcast, Xavier Angel, CFP®, ChFC®, CLTC, sits down with Giovani Arenas, business partner of Erik Garcia, CFP®, BFA™, ChFC®, at…
Podcast
Episode 95: The Three Biggest Money Lies We Tell Ourselves
By Erik Garcia
In this episode of Stuff About Money They Didn’t Teach You in School, hosts Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC®, tackle a hard truth — sometimes, the biggest threat to…
Podcast
Episode 94: When Money Haunts You — Overcoming Financial Fear by Focusing on What Matters
By Erik Garcia
In this Halloween-themed episode of Stuff About Money They Didn’t Teach You in School, host Erik Garcia, CFP®, ChFC®, BFA™ is joined by Dr. Matt Morris and first-time guest Stephanie Osborn for a fun and…
Podcast
Episode 93: Can You Afford to Ignore Long Term Care?
By Xavier Angel
In this episode of Stuff About Money They Didn’t Teach You in School, Erik Garcia, CFP®, ChFC®, BFA™, and Xavier Angel, CFP®, ChFC®, CLTC, tackle one of the most important yet often overlooked financial topics:…
Podcast
Episode 92: Backwards Planning: Start with the End in Mind
By Erik Garcia
In this episode of Stuff About Money They Didn’t Teach You in School, hosts Erik Garcia, CFP®, BFA™, ChFC®, and Xavier Angel, CFP®, ChFC®, CLTC, dive into what they call “backwards planning.” Erik shares a…
Podcast
Episode 91: A Life Worth Living
By Erik Garcia
What do engineering, entrepreneurship, and divinity have to do with each other? Apparently, more than you think. In this episode, Erik Garcia, CFP®, ChFC®, BFA™, sits down with Tulane professors Rob Lalka, who teaches entrepreneurship,…
