The Local Episode Archives

Click on a Title to Watch the Full Episode

Local Season 4

Episode 1: Preparing a Business for Future Sale

Cast: Host, David Holland, CPA, CFP® is joined by Randy Long, JD, CFP®, CExP™
Description: What you need to do, far in advance, to prepare your small business for sale.

Episode 2: Helpful Advice for Kids or Grandkids who are Recent College Graduates

Cast: Host, David Holland, CPA, CFP® is joined by Laura Scharr-Bykowsky, CFP®
Description: Financial and support advice for children, or grandchildren, who are recent college graduates.

Episode 3: Identifying Bias in our Thoughts About Money to Make Better Financial Decisions

Cast: Host, David Holland CPA, CFP® is joined by Art Markman, Ph.D.
Description: How biases we hold about money affect financial decision-making.

Episode 4: Emotional Money

Cast: Host, David Holland, CPA, CFP® is joined by Steve Repak, CFP®
Description: Coming to terms with the emotional rollercoaster of debt.

Episode 5: Hiring a Divorce Attorney

Cast: Host, David Holland, CPA, CFP® is joined by Paul Rice, Esq.
Description: The process of hiring a divorce attorney.

Episode 6: Selling a Business

Cast: Host, David Holland, CPA, CFP® is joined by Randy Long, JD, CFP®, CExP™
Description: The challenges small business owners face when selling or transferring their business.

Episode 7: Insurance Companies and Insurance Agents

Cast: Host, David Holland, CPA, CFP® is joined by Dan Slater, Actuary
Description: Why insurance companies are vital, and how they can charge a relatively low premium while assumng a high level of risk.

Episode 8: Financial Plans for Women

Cast: Host, David Holland, CPA, CFP® is joined by Laura Scharr-Bykowsky, CFP®
Description: How to build a financial plan to compensate for financial challenges that are unique to women.

Episode 9: Money Myths and Mistakes

Cast: Host, David Holland, CPA, CFP® is joined by Steve Repak, CFP®
Description: How to balance spending, saving, debt and risk-taking; plus, how to fix or avoid financial mistakes.

Episode 10: How to Make Better Money Decisions

Cast: Host, David Holland CPA, CFP® is joined by Art Markman, Ph.D.
Description: Why people struggle with financial decision-making and how to make better money choices.

Episode 11: Family Issues When Selling a Business

Cast: Host, David Holland, CPA, CFP® is joined by Randy Long, JD, CFP®, CExP™
Description: Succession planning for business owners when it's all in the family.

Episode 12: God, the Bible, and Money

Cast: Host, David Holland, CPA, CFP® is joined by Steve Repak, CFP®
Description: Applying Biblical teachings to money management and everyday financial decisions.

Episode 13: IRA FAQs & FYI

Cast: David Holland, CPA, CFP®
Description: Host, David Holland, CPA, CFP®, answers frequently asked questions about Individual Retirement Accounts.

Local Season 3

Episode 1: Money and Your Children

Cast: Host, David Holland, CPA, CFP® is joined by Laura Scharr-Bykowsky, CFP®
Description: What's the best way to teach your kids about finances?

Episode 2: Transferring Risk to Insurance Companies: Annuities

Cast: Host, David Holland, CPA, CFP® is joined by Dan Slater, Actuary
Description: We face different "risks" at various stages of life. Learn how we pass these risks on to insurance companies.

Episode 3: Working with a Financial Adviser

Cast: David Holland, CPA, CFP®
Description: Host, David Holland, CPA, CFP® discusses the kinds of questions you need to ask a financial adviser.

Episode 4: The Psychology of Money and the Happiness Equation

Cast: Host, David Holland CPA, CFP® is joined by Art Markman, Ph.D.
Description: How much money is enough? David Holland and Art Markman discuss the psychology of money and the "Happiness Equation".

Episode 5: Divorce - You've Been Served

Cast: Host, David Holland, CPA, CFP® is joined by Paul Rice, Esq.
Description: What are the steps you should take if you or your spouse wants a divorce?

Episode 6: Transitioning to Retirement - Part 2

Cast: Host, David Holland, CPA, CFP® is joined by Dorian Mintzer, M.S.W., Ph.D.
Description: The transition to retirement can be stressful, so be prepared.

Episode 7: Business bg-lightion Planning

Cast: Host, David Holland, CPA, CFP® is joined by Randy Long, JD, CFP®, CExP™
Description: How can small business owners better prepare for the future and their possible exit strategies?

Episode 8: Financial Mistakes We Make with our Kids

Cast: Host, David Holland, CPA, CFP® is joined by Laura Scharr-Bykowsky, CFP®
Description: Common money mistakes we make with our children. How to instill good financial habits.

Episode 9: Transferring Risk to Insurance Companies: Long-Term Care

Cast: Host, David Holland, CPA, CFP® is joined by Dan Slater, Actuary
Description: Transferring the risk to insurance companies when it comes to Long-term Care.

Episode 10: Money is Changing

Cast: Host, David Holland, CPA, CFP® is joined by Art Markman, Ph.D.
Description: In the absence of physical currency, how do people deal with the abstract concept of money?

Episode 11: Graying of Divorce

Cast: Host, David Holland, CPA, CFP® is joined by Paul Rice, Esq.
Description: Insight into Divorce at older ages, also known as the "Graying of Divorce."

Episode 12: Top Twenty Tips from Twenty Years

Cast: David Holland, CPA, CFP®
Description: Host, David Holland, CPA, CFP® discusses his Top Twenty Tips from Twenty Years as a financial adviser.

Episode 13: Budgeting and Debt

Cast: Host, David Holland, CPA, CFP® is joined by Steve Repak, CFP®.
Description: One man's success story. You CAN work your way out of debt.

Local Season 2

Local Season 1