
The Crystal Clear Finances Podcast
105 episodes — Page 1 of 3
Do You Have A Plan For Giving?
The Legacy Life
10 Mistakes to Avoid When Gifting
5 Areas of Focus for Retirement
The Secret to Wealth
Ep 322The Money Matrix
Join us for today's podcast as Crystal shares a comprehensive presentation on financial planning, emphasizing the importance of customized investment strategies rather than one-size-fits-all approaches. She will introduce a "money matrix" framework to compare different investment vehicles, including IRAs and 401(k)s. She discusses the importance of personalized financial planning, comparing it to finding the right fit for seasonal clothing. Tune in today to find out what's the right fit for you! You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 321Trump Account or TOD??
Join us for today's podcast as Crystal shares about the Trump Accounts program, which allows parents to establish retirement savings accounts for children born between 2025 and 2028, with the government contributing $1,000 per eligible child. She will explain the eligibility requirements, application process, and potential growth projections over time, as well as comparing this program to other savings options like TOD accounts and Roth IRAs, emphasizing the importance of consulting with a financial advisor to determine the best approach based on individual circumstances and financial goals. If you have been wondering if your children are eligible for the Trump Account, you won't want to miss today's podcast! You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 320Puzzled by Gold???
Join us for today's podcast as Crystal discusses the current market trends and demand for gold, silver, and copper, explaining that central banks globally are increasing their gold holdings as a hedge against geopolitical risks and to maintain control over assets that cannot be frozen. She emphasizes that while these precious metals may be valuable investments, individuals should consider their specific financial goals and consult with a financial advisor rather than making impulsive purchases based on market trends or "fear of missing out." If Gold has you puzzled, you won't want to miss today's podcast! You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 319Time to Transition
Join us for today's podcast as Crystal discusses the importance of smooth transitions in life, particularly focusing on retirement planning and market transitions. She outlines a three-step approach for successful retirement transitions: defining retirement expectations, creating a cash flow confidence plan, and making necessary adjustments based on real-life experiences. If you are in a time of transition, you won't want to miss today's episode! You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 318Respond, Don't React
Join us for today's podcast as Crystal talks about the importance of understanding one's investment portfolio and the reasons behind each holding, especially in uncertain times like war. She will also discuss the impact of recent global conflicts on the stock market, drawing parallels to the 2003 U.S. invasion of Iraq where the market initially rose and doubled by 2007. She encourages you to focus on identifying your unique skills and calling, suggesting that understanding your purpose and developing relevant expertise can provide financial and personal fulfillment regardless of external conflicts or market conditions. You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 317Super ROTH Strategy
Join us for today's podcast as Crystal discusses the strategy of mega Roths, which allows individuals to convert their existing 401k or 403b accounts into a Roth account. She will explain the three steps involved in this process and also emphasize that this strategy is not suitable for everyone and should be considered in conjunction with a holistic financial plan. Is the Super Roth Strategy right for you? Tune in and find out.... You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 316What is your NAIL?
Join us for today's podcast as Crystal discusses the importance of identifying and focusing on the specific "nail" one is called to hit in life, drawing from a parable about a machinery expert who charged $1,000 to fix a machine by knowing exactly where to tap a nail, rather than charging for the simple action itself. She emphasized that each person has unique skills and gifts that can be developed to create solutions for others, bringing both blessings to others and financial reward. What is YOUR nail? You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 315Retrain Your Brain!
Join us for today's podcast as Crystal shares how the human brain is naturally wired to avoid risks and protect itself, which can hinder effective investing. She will share the ten key biases that affect financial decision-making and emphasize the importance of understanding these biases to make informed and objective investment decisions. You won't want to miss how you can Retrain Your Brain! You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 314Do YOU want to be a Millionaire?
Who doesn't want to be a millionaire? Is that something you should be shooting for? Listen to today's podcast as Crystal talks about what you should really try to become. You can have confidence in every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 313Are You choosing to be broke?
Join us for today's podcast, a replay from last year at this time, as Crystal asks - Are you choosing to be broke? What can we do to change that mindset. You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 312Hope is NOT a Strategy!
We can all start the new year with resolutions and goals, but without a plan to accomplish them, will they be fulfilled? We can all hope to accomplish them, but that isn't a strategy! Listen today as Crystal shares about how some famous individuals who didn't have a plan. And their goals were not fulfilled without it! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 311Do You Have A Wealthy Mindset?
With the turn of the calendar and a new year upon us, many people use it as an opportunity for reflection. Listen to today's podcast as Crystal asks the question " Do you have a wealthy mindset?" As you begin to ponder that, join us this week for answers to that question and many more.. You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 310Top 10 Topics of 2025
Join us for today's podcast as Crystal does a recap of the Top 10 Topics of 2025. Do you know what they were? Here's a hint... Crystal discussed the importance of developing a wealthy mindset and emphasized that money should be viewed as a tool for growth rather than a source of security. Tune in to find out the rest! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 309Trump Accounts in 2026
Happy New Year! With the turn of the calendar page comes some changes Crystal will share on this week's podcast. Those Trump Accounts that were talked about will come into place this year. Join us this week as Crystal talks about what they are and how you may benefit from them. You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 3087 Tax Efficient Ways to Give
Join us for today's podcast as Crystal shares about 7 tax efficient ways you can give and put your money to good use! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 3072026 GPS
Join us for today's podcast as Crystal talks about 2026, which is right around the corner. Where's your GPS say you're heading? You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 306Wealthy Habits YOU Can Do!
Join us for today's podcast as Crystal shares about what wealthy habits you can do to help with your goals! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 305"Plan Your First 90 Days of Retirement!"
Join us for today's podcast as Crystal talks about how you should plan for the first 90 days of retirement! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 3049 Financial Mistakes to Avoid
Join us for today's podcast as Crystal talks about 9 Financial Mistakes you need to avoid and how to do it! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 303Who do you know?
Join us for today's podcast as Crystal asks, Who do you know? And why does it matter? You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 302NASCAR Champion Kyle Busch
Join us for today's podcast as Crystal shares about NASCAR Champion Kyle Busch's lawsuit with Pacific Life over the IUL product. You won't want to miss this one! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 3015 Key Areas!
Join us for today's podcast as Crystal talks about 5 Key Areas of Risk! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 3007 Steps
Join us for today's podcast as Crystal talks about the 7 Steps you can take for creating Legacy Gifts... You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 299Top 10 Life Insurance Mistakes
Join us for today's podcast as Crystal shares about what the Top 10 Life Insurance Mistakes people can make and how to avoid them! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 2983 Ways to Prepare for Wealth
Join us for today's podcast as Crystal talks about 3 Ways you can begin to prepare for wealth. You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 297What is YOUR role in Family Legacy?
Join us for today's podcast as Crystal talks about what each of our roles is in Family Legacy! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 296Don't Make These 6 Mistakes!
Join us for today's podcast as Crystal talks about the 6 Mistakes you don't want to make! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 295What will YOU leave behind?
Jon us for today's podcast, as Crystal talks about What will You be leaving behind??? You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 294How Can I Create.....
Join us for today's podcast as Crystal talks about How YOU can create a Lifetime Income Stream... You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 293What's In It For Me?
Join us for today's podcast as Crystal talks about "What's In It For Me?" You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 2923 Reasons Why to Not Use a Bank for Saving...
Join us for today's podcast as Crystal shares about 3 Reasons to not use a bank for saving... You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 291Do You Need To Save or Invest?
Join us for today's podcast, as Crystal talks about if You Need to Save or Invest... You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 290Want to Be Wealthy? Try This!
Join us for today's podcast, as Crystal talks about How YOU can be wealthy! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 2893 Steps to take...
Join us for today's podcast, as Crystal shares 3 Steps to take that can Financially Help your Kids! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 288Financial Freedom and Life Insurance, what is the connection?
Join us for today's podcast, as Crystal talks about the connection of Financial Freedom and Life Insurance and how to put it to work for you! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 287Best Financial Advice
Join us for today's podcast, as Crystal talks about the best financial advice she has ever received. Tune in and see how it can work for you! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 286Can I Retire?
Join us for today's podcast, as Crystal asks Can I retire? and What 4 questions you should be asking yourself to get ready! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 285One Big Beautiful Bill Part 2
Join us for Part 2 of today's podcast, as Crystal discusses further details about the One Big Beautiful Bill and how it is going to impact you! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 284One Big Beautiful Bill
Join us for today's podcast, as Crystal talks about the One Big Beautiful Bill and how it impacts you both positively and negatively. You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 283Money Cycles...
Join us for today's podcast, as Crystal talks about purpose of money, and money cycles.. You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 282Financial Freedoms....
Join us for today's podcast as Crystal talks about Financial Freedoms and what does that mean to you? You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 281How do you find the Right Financial Advisor???
Join us for this weeks podcast as Crystal talks about how you go about finding the right Financial Advisor for you! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 280Life Insurance, more than one purpose....
Join us for todays podcast as Crystal talks about how life insurance actually works and how you can put it to work for you! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 279Top 10 Questions...
Join us for today's podcast as Crystal talks about the Top 10 Questions you should be asking about investing... You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation
Ep 278How you can create Legacy Gifting!
Join us for today's podcast as Crystal shares about her recent trip to the Hobby Lobby headquarters and how you can create your own Legacy Gifting! You can have Confidence for every financial decision! Watch us on our YouTube channel For a daily dose of inspiration and courage – Follow us on Instagram! It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation