Protecting Your Parents, Preserving Your Legacy with Chad Holmes | Ep 07
Release Date: 09/16/2025
Couples & Money: Build Financial Confidence and Stronger Relationships with Dr. Robin Buckley | Ep 27
Real Money, Real Life ™
🎙 Episode Description Money is one of the most common sources of stress in relationships — not because couples don’t care, but because most were never taught how to talk about it. In this episode of Real Money, Real Life™, Linda Grizely sits down with Dr. Robin Buckley to explore how couples can approach money conversations with more clarity, structure, and intention. Drawing on her background in cognitive-behavioral coaching and business frameworks, Robin shares why money discussions often become emotionally charged and how couples can reduce conflict by creating shared roles,...
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Why the Financial Industry Is Broken — and What Happens When We Stop Budgeting with Lisa Chastain | Ep 26
Real Money, Real Life ™
🎙 Episode Description Traditional financial advice wasn’t built for real life — or for women — and this episode explains why. In this conversation, Linda Grizely is joined by Lisa Chastain, nationally recognized money expert and author of Stop Budgeting, Start Living, to unpack why shame-based financial advice keeps people stuck and how money beliefs are shaped long before we ever touch a budget or an investment account. Lisa explains how neurolinguistic programming (NLP) and financial imprinting influence the way we think, feel, and act with money, especially for women who were...
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Financial Planning for Women Who Are Suddenly Single with Sara Zuckerman | Ep 25
Real Money, Real Life ™
🎙 Episode Description Being suddenly single can feel like emotional whiplash — and money is often the first place the stress shows up In this episode of Real Money, Real Life™, Linda Grizely sits down with Sara Zuckerman, a Certified Financial Planner® and Certified Divorce Financial Analyst®, to talk about financial planning for women who find themselves suddenly single — whether through divorce, widowhood, a major life transition, or by choice. Sara shares what she sees most often when women are thrust into financial independence, why organization and clarity matter before big...
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Estate Planning Is an Act of Love with Tamara Marshall | Ep 24
Real Money, Real Life ™
Episode Description Estate planning isn’t about fear — it’s about caring for the people you love, even when you can’t be there. In this episode of Real Money, Real Life™, Linda Grizely sits down with estate planning attorney Tamara Marshall to talk about why estate planning is less about legal checklists and more about protecting your people, your property, and your peace of mind. Tamara shares why so many people delay estate planning, common misconceptions around wills and trusts, and how thoughtful planning can prevent conflict, confusion, and unnecessary stress for loved ones....
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The Profit Paradox: Why Business Owners Struggle With Profit with Leanne Ozaine | Ep 23
Real Money, Real Life ™
Episode Description If you’re running a business and still feel financial stress — even when revenue is coming in — this episode is for you. In this episode of Real Money, Real Life™, Linda Grizely sits down with Leanne Ozaine to talk about why many business owners struggle with profit clarity and financial stability, even when their businesses appear successful on paper. Leanne shares how focusing on revenue alone can hide deeper profit and cash flow issues, why traditional money advice often doesn’t work for business owners, and how money stress can impact not only the business,...
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Foreclosure Explained: What You Need to Know About Being Behind on Your Mortgage with Scott Carson | Ep 22
Real Money, Real Life ™
Episode Description Foreclosure is one of those financial topics people often avoid — until they can’t. In this episode of Real Money, Real Life™, Linda Grizely sits down with Scott Carson to break down foreclosure in a way that is educational, approachable, and grounded in real-world understanding. Scott explains what foreclosure is, how it works, and why so many people misunderstand it. They talk through common myths, what happens behind the scenes, and why learning how foreclosure functions can help people feel more informed — not intimidated — when navigating their financial...
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LGBTQ+ Financial Planning: Inclusive Money Conversations with Shari Rash | Ep 21
Real Money, Real Life ™
Episode Description Financial planning doesn’t happen in a vacuum — identity, relationships, values, and lived experience all matter. In this episode of Real Money, Real Life™, Linda Grizely sits down with Shari Rash, an LGBTQ+ inclusive financial planner, to talk about what it really means to create financial plans that reflect people’s full lives — not just spreadsheets and assumptions. Shari shares how traditional financial planning often overlooks LGBTQ+ individuals and families, why inclusive language and representation matter, and how affirming conversations can change the way...
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Divorce Financial Planning: What to Know Before You Make Costly Mistakes with Jamie Lima | Ep 20
Real Money, Real Life ™
Episode Description: In this episode of Real Money, Real Life™, Linda Grizely sits down with Jamie Lima, Certified Divorce Financial Analyst® (CDFA®) and founder of Allegiant Divorce Solutions, to talk about the financial realities of divorce — and why early planning makes all the difference. Jamie shares how divorce impacts long-term finances, why relying on attorneys alone can lead to costly mistakes, and how working with a divorce financial specialist can help people make informed, less reactive decisions. They also discuss mediation, asset division, taxes, and the emotional toll...
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Rethinking Charitable Giving with Sarah Olivieri | Ep 19
Real Money, Real Life ™
Episode Description: In this episode of Real Money, Real Life™, Linda Grizely sits down with nonprofit expert Sarah Olivieri to break down one of the most misunderstood parts of charitable giving: why unrestricted donations and funding operations actually create the greatest impact. Together, they explore how donors can rethink the way they give, why nonprofits need operational support to function and thrive, and how “restricted giving” often limits the very outcomes donors hope to achieve. This conversation will help you understand what really happens behind the scenes in nonprofits —...
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Equity Compensation Made Simple with Josh Radman | Ep 18
Real Money, Real Life ™
Episode Descripton: In this episode of Real Money, Real Life™, Linda Grizely sits down with Josh Radman, CFP®, EA and Founder of Presidio Advisors, to break down the confusing world of equity compensation — RSUs, ISOs, NSOs, vesting schedules, exercising options, and more. Josh shares how his own experience receiving equity at tech companies revealed how little most employees are taught about their stock, and why so many people freeze, overthink, or miss opportunities. They explore how to understand the real value of your shares, what “bullish” actually means, how risk tolerance and...
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In this episode of Real Money, Real Life™, Linda sits down with Chad Holmes, CPA, CFP®, and bestselling author of The Inheritance Playbook, to tackle one of life’s most emotional and practical challenges: caring for aging parents while planning for multi-generational wealth.
Chad shares how families can avoid unnecessary taxes, navigate probate, and preserve both peace and money. Together, Linda and Chad also explore the mindset challenges that come with stepping into a financial caregiver role and how to foster better conversations across generations.
Key topics include:
- Durable vs. springing power of attorney — and why the difference matters
- The role of wills, living wills, and trusts in protecting families
- Why probate can sometimes be a good thing (hint: creditor claims)
- The powerful step-up in basis and how to pass the torch, not the tax
- The emotional blocks families face when talking about money, death, and legacy
If you’ve ever wondered how to prepare for the unexpected, protect your family’s inheritance, and minimize conflict, this conversation will give you both the strategy and the mindset shifts to move forward with clarity.
About Chad Holmes:
Chad runs a boutique financial planning firm out of Fairhope, AL, serving families nationwide as a flat fee financial advisor (no commissions or sales products), focusing on minimizing taxes and maximizing legacies from a multigenerational perspective. He is both a CPA and CFP® fiduciary. His latest accomplishment is becoming a bestselling author with his book, The Inheritance Playbook – Helping Your Parents Pass the Torch, Not the Tax.
Connect with Chad:
Website: https://formulawealth.com/
Childfree Wealth®: https://childfreewealth.com
Childfree Trust®: https://childfreetrust.com
Childfree Wealth Podcast: https://childfreewealth.buzzsprout.com
Email: chad@formulawealth.com
Newsletter: https://formulawealth.kit.com/
Life Audit Service: https://formulawealth.com/lifeaudit
Book: The Inheritance Playbook — available on Amazon and Spotify
About Linda Grizely:
Linda Grizely, CFP®, is a personal finance expert and financial wellness speaker who helps people build confidence and clarity with their money. She is the creator of the MeMoney™ Method, a mindset-first approach that helps people feel more in control of their financial decisions — without judgment or lecture. Linda focuses on blending the numbers and tactics (real money) with the human side of money (real life), helping individuals and organizations replace overwhelm with empowerment through practical, emotionally grounded financial education. She is the host of the podcast Real Money, Real Life™.
Connect with Linda:
Website: https://www.LindaGriz.com
Instagram: https://www.instagram.com/lindagrizely
Facebook: https://www.facebook.com/thelindagrizely
LinkedIn: https://www.linkedin.com/in/linda-grizely
YouTube: https://www.youtube.com/@LindaGrizely
TikTok: https://www.tiktok.com/lindagrizely
X: https://x.com/LindaGrizely
Linda's Resources/Freebies:
What’s Your Money Personality Quiz: https://bit.ly/MonPersQuiz
What’s Holding You Back from Financial Confidence Quiz: https://bit.ly/FinConfidQuiz
Join Linda’s Free Community: A space for real talk, fresh starts, and women who are done putting themselves last. https://bit.ly/RealMoneyRealLifeCommunity
Useful Personal Finance Checklists and Flowcharts: www.lindagriz.com/resources