Ask Good Questions Podcast
1) The Caregiving Plan You Didn’t Know You Needed: Protect Your Family, Your Freedom, and Your Money
The most expensive mistake in long-term care planning is waiting until you need care to talk about it. Drawing on their own caregiving experience, Bonita & Raymond Lavine break down the choices famili...Show More
2) A New Generation of Women Advisors: Trust, Strategy, and the Future of Planning
The future of financial advice is shaped by a rising cohort of women advisors who blend technical skill with coaching, clarity, & accountability. In this conversation, Claudia Glover, CFP, breaks down...Show More
3) From Setback to Seven Figures: Rebuilding After a Late-Career Knockout
Getting downsized late in your career can rattle your identity, your confidence, and your plan—David Nassief lived it. He shares how he stripped away the jargon, changed his behavior, and used a one-p...Show More
4) Morocco on Purpose: How Intentional Travel Builds Better Money Habits and a Richer Life
What if your next trip could sharpen your money habits and clarify what matters most? Morocco travel expert Azdean Elmoustaquim of Destinations Morocco shares how intentional travel cuts planning stre...Show More
5) Tame Your Money Monster: How Your “Sacred Wounds” Secretly Run Your Financial Life (and How to Take
What if the real reason you overspend, avoid your bank account, or stay stuck isn’t about discipline—but about old wounds? Doug Lynam (Marine → Benedictine monk → money manager) unpacks how “Sacred Wo...Show More
6) Big Rocks and Small Dollars: Teaching Others What Really Matters with Money
What if your greatest financial legacy is the wisdom you share? Young financial planner & podcast host Skyler Fleming joins Bonita to help grandparents & parents teach the next generation how to thriv...Show More
7) Cyber-Safe Seniors: How to Protect Your Identity, Money & Peace of Mind
Scammers are getting smarter! Robert Siciliano, CEO of Protect Now & a go-to experts on cybercrime & identity theft, breaks down how criminals actually operate & what you can do to shut them down. You...Show More
8) I’m Single, Now What? Rebuilding Your Financial Life After Loss or Divorce
When a marriage ends—through divorce or death—you are suddenly forced to make financial decisions you never expected. In this episode, our financial advisors walk through the core money principles tha...Show More
9) From Confusion to Confidence: Navigating Today’s Social Security Changes with Marcia Mantell
If you’ve wondered whether you should claim early “just in case,” or you’ve felt overwhelmed by shifting taxes, rules and headlines, you’re not alone. Bonita & guest Marcia Mantell—known for turning t...Show More
10) From Rock Bottom to Radiant: How Natural Medicine and Nature Healed My Chronic Illness
What do you do when you’ve tried everything, your body is failing, and you’re preparing to say goodbye? Antoinette Lee shares how she rebuilt her health and identity through natural medicine, outdoor ...Show More