Real Secrets of Money Podcast

Take control of your financial future with The Real Secrets of Money Podcast . Hosted by Jeffrey Lehman, this series breaks down financial literacy into simple, actionable steps that anyone can follow. From budgeting and saving to managing debt and protecting your finances, we cover the essential topics that set the foundation for a secure and confident financial life. Each season focuses on a key area of personal finance, delivering practical tips, real-world examples and a dash of humor to make learning about money both easy and engaging. Whether you’re just starting your financial journey or looking to sharpen your skills, this podcast is your go-to resource for building financial confidence. Tune in every week for a fresh episode that empowers you to take charge of your finances and create the life you’ve always wanted. Subscribe now and start unlocking The Real Secrets of Money!

Real Secrets of Money Podcast is a education podcast hosted by Real Secrets of Money, with 35 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Real Secrets of Money hosts Real Secrets of Money Podcast, a education show with 35 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #2

  You Don't Have to Pay for Every Last Cent

  Jul 27, 202610 minS6

  When parents think about college funding, it can be easy to look at the total cost and feel overwhelmed before they even begin. But college planning does not have to be all-or-nothing. In Episode 2 of the College Funding collection, Jeff and Andy talk about one of the biggest mental blocks families face: the belief that if they cannot pay for every dollar of college, there is no point in saving at all. College funding isn't about having a perfect answer for every dollar. It's about starting where you are, planning intentionally, and giving your family more options when the time comes. --- Want to learn more? Visit RealSecretsOfMoney.com to explore all episodes, access additional resources or schedule a full financial literacy class with a certified financial educator — available virtually or in person. Take the next step toward financial confidence today!

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  Episode #8

  Funding the Plan: Protecting the People You Love

  Jun 21, 20269 minS5

  What is estate planning really about? After a season spent discussing wills, probate, powers of attorney, beneficiary designations, and trusts, our co-hosts step back and tackle the bigger question that sits underneath every estate plan: If something happened to you tomorrow, who would need money — and how much? In this season finale, Jeff and Andy explore why estate planning is ultimately about protecting the people you love. They discuss the role life insurance can play in funding a plan, why accumulated assets may not be enough on their own, and how families can think about financial protection at every stage of life. You'll learn why estate planning is about people, (not just assets), how younger families and retirees approach planning differently, the role life insurance can play in protecting a spouse and children, why efficiency matters when transferring wealth, and the question every family should ask when building a plan. This episode brings the entire Estate Planning season together and reinforces the idea that a good estate plan isn't just about what you leave behind — it's about the people you leave it to. --- Want to learn more? Visit RealSecretsOfMoney.com to explore all episodes, access additional resources or schedule a full financial literacy class with a certified financial educator — available virtually or in person. Take the next step toward financial confidence today!

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  Episode #7

  Trusts 101: What They Are and How They Work

  Jun 7, 202617 minS5

  Trusts are one of the most misunderstood tools in estate planning. Some people assume they’re only for the wealthy. Others think they’re overly complicated or only necessary for large estates. The truth is, trusts are simply tools — and when used correctly, they can provide flexibility, privacy, and control over how your assets are managed and distributed. In this episode, our co-hosts break down the fundamentals of trust planning in plain English. You’ll learn what a trust actually is; the roles of the grantor, trustee, and beneficiary; what it means to “fund” a trust (and why it’s critical); the difference between revocable and irrevocable trusts; and how trusts can help families create more customized estate plans. Whether you’re just beginning to explore estate planning or trying to better understand your options, this episode will help demystify one of the most powerful tools available. Tune in now to learn why trusts aren’t mysterious — they’re simply tools designed to help carry out your wishes. --- Want to learn more? Visit RealSecretsOfMoney.com to explore all episodes, access additional resources or schedule a full financial literacy class with a certified financial educator — available virtually or in person. Take the next step toward financial confidence today!

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  Episode #6

  What Actually Goes Through Probate?

  May 26, 202610 minS5

  <p>In this episode of the Real Secrets of Money Podcast, our co-hosts clear up misconceptions on how assets actually transfer after death. You’ll learn which assets bypass probate entirely, how beneficiary designations work, why life insurance and retirement accounts transfer differently, and the costly mistake people make when naming their estate as a beneficiary</p><p>Plus, we explain how proper setup can help assets transfer faster, more privately, and more efficiently to the people you care about most. Because estate planning isn’t just about who gets your assets — it’s about how they get them.</p><p>---</p...

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  Episode #5

  Financial Power of Attorney

  May 10, 20268 minS5

  <p>What happens to your finances if you’re still alive, but unable to manage them Who pays your bills? Who has access to your accounts? And how much control do they really have?</p><p>In this episode, our hosts break down financial power of attorney: what it is, how it works, and why it’s one of the most important (and often overlooked) parts of an estate plan.</p><p>You’ll learn what a financial power of attorney actually allows someone to do, why choosing the right person matters more than most people realize, and how financial decisi...

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