the team

the biz...

David and Cindy provide a fresh take on personal finance tips with budgeting, debt management, and investing principles that you can use in your every day life; however, they do it with a side of humor.

So it's a personal finance podcast but cool; because they also cover stories you won't find in mainstream media, as well as human interest, charitable causes and offbeat topics. Their goal is to provide levity and a break from the every day hustle and bustle of life.

In addition, they transcribe their personal finance portions of the podcasts and turn them into blog posts to further aid with your financial education. Be sure to follow them on all social media platforms to keep up to date with the latest information on the podcast!

Image by Sharon McCutcheon

"It's not timing the market . . . It's time in the market"

Meet Cindy

Cindy has been a leader in the financial industry for the last 27 years. She is a registered professional and COO for a nationally recognized wealth management firm. She has a background in a variety of areas of wealth management, including 401(k) analysis and education, branch management and client service. Her passion is helping others understand the value of planning and achieving their long term financial goals. 

Meet David

David is a published author and accomplished project manager in the IT field. His book I'm Not Flipping Burgers When I'm 70! explores personal finance, budgeting, home ownership and investing for the future. David also launched a project called the Personal Finance Squad in which he offers guidance on all areas of budgeting and achieving financial freedom. You can find these resources under Personal Finance Squad on YouTube or at


meet our dream team


Social Media Manager

Haley has a degree with a concentration in sports and a minor in Spanish from public relations from Northern Michigan University. Her career achievements include social media and public relations roles for organizations.



Lead Producer

Justin has a degree in finance from Oakland University. He is currently a senior relationship manager for a national wealth management firm. He also produces music videos and writes and produces his own music.  


Lead Producer

Tara has a BFA in television, writing and producing from Columbia College Chicago. She has produced multiple music and promotional videos and cohost's the television review podcast; Not My Rodrick. Tara is also a freelance painter. Find her art on Instagram: @thesmallestclam


Operations Director

Chase has a multimedia journalism degree from Grand Valley State University. His career achievements include experience as a video producer, podcast and radio show host, and an esports blogger.