Welcome to Life Marshall, the podcast with 10-minute-or-less episodes that tackles your biggest financial and life questions with clarity and simplicity. We understand your time is valuable, so we cut through the noise and get straight to the point, offering actionable tips and tricks to boost your financial literacy. Whether you're determining your 401(k) contribution, managing your debt, building your savings, or determining your insurance needs, we’ve got you covered. With Life Marshall, life’s journey just got a whole lot clearer!

Episode 24, The Marshall Art of selecting a dental insurance plan OR brushing away confusion!
Craig Marshall Craig Marshall

Episode 24, The Marshall Art of selecting a dental insurance plan OR brushing away confusion!

Do you ever feel like picking a dental insurance plan should be simple, yet somehow feels more confusing than the dentist’s X-ray machine? Or wonder why every plan claims to save you money, but you’re not sure which one actually will? In this episode of Life Marshall, we’re giving a deep scrub to the world of dental insurance, rinsing off the jargon, flossing out the hidden limits, and polishing up the choices so you can see them clearly. Whether you’re comparing PPOs vs. HMOs, trying to avoid waiting-period surprises, or just want to know which plan your dentist actually accepts, we’re breaking it all down so you can choose with confidence. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 23, The Marshall Art of the top 10 things to do in your 20's from a financial tool belt standpoint OR the 20-something checklist!
Craig Marshall Craig Marshall

Episode 23, The Marshall Art of the top 10 things to do in your 20's from a financial tool belt standpoint OR the 20-something checklist!

Are you in your 20s and wondering if you’re already behind? Or unsure where to even begin with money? Do you ever look at your bank account, your debt, or your benefits and think, has everyone else figuring this out except me? And what if the real secret to financial confidence wasn’t earning more, but understanding a few simple steps that set you up for decades to come? In this episode of Life Marshall, we’re walking through the 20-something checklist—the top 10 financial to dos that help you build stability, avoid common pitfalls, and start creating a future you’ll actually be excited about. Whether you’re budgeting for the first time, tackling debt, investing early, or just trying to make sense of your benefits, this episode gives you the clarity and calm you’ve been looking for. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 22, The Marshall Art of using friends as advisors OR keep your friends close, and your advisors closer!
Craig Marshall Craig Marshall

Episode 22, The Marshall Art of using friends as advisors OR keep your friends close, and your advisors closer!

What happens when the person you trust most becomes the person giving you advice about your money, your home, or your future? Is leaning on a friend for financial, insurance, or real estate guidance really as safe and simple as it feels? And what could it cost you financially and personally if things go sideways? In this episode of Life Marshall, we dive into the hidden risks of using friends as advisors and why familiarity can blur boundaries, strain relationships, and compromise objectivity. We’ll break down the traits that truly make a great advisor, how to build a healthy professional relationship, and why keeping friendships and advice separate protects both your wallet and your circle. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 21, The Marshall Art of being an executor in a will OR managing legacies, not just paperwork!
Craig Marshall Craig Marshall

Episode 21, The Marshall Art of being an executor in a will OR managing legacies, not just paperwork!

What would you do if someone named you the executor of their will? Would you know where to start or even what that really means? And how do you manage grief, paperwork, and family expectations all at the same time? In this episode of Life Marshall, we’re breaking down the role of an executor without the intimidating legal jargon. From locating the will to handling debts, taxes, and family dynamics, you’ll learn the six key action steps that turn overwhelm into organization. Because being an executor isn’t just about paperwork, it’s about honoring someone’s legacy with clarity and confidence. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 20, The Marshall Art of the rule of thumb for life insurance OR making your legacy outlive your paycheck!
Craig Marshall Craig Marshall

Episode 20, The Marshall Art of the rule of thumb for life insurance OR making your legacy outlive your paycheck!

What would happen to your family, your partner, or even your roommates if your paycheck suddenly stopped tomorrow? And what if I told you there’s a simple rule that could help you protect them, without turning your budget upside down? In this episode of Life Marshall, we’re tackling a topic that feels big, a little intimidating, and often pushed off for future you: life insurance. We’ll break down what you really need to know, from cash value to death benefits, and uncover the rule of thumb that can help you choose the right amount of coverage for your life. Because peace of mind shouldn’t be confusing, and protecting your loved ones shouldn’t feel like a math exam. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 19, The Marshall Art of determining a traditional versus Roth 401(k) contribution OR deciding if Uncle Sam gets paid now or later!
Craig Marshall Craig Marshall

Episode 19, The Marshall Art of determining a traditional versus Roth 401(k) contribution OR deciding if Uncle Sam gets paid now or later!

Do you know if Uncle Sam should get his slice of your paycheck now or later? In this episode of Life Marshall, we’re throwing Traditional and Roth 401(k)s into the ring to see which one comes out on top for your retirement strategy. From taxes today to withdrawals decades from now, we break down how to make your contributions work for your lifestyle and long-term goals. Because in the fight for financial freedom, choosing the right 401(k) could be your knockout move! Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 18, The Marshall Art of donating your treasure OR turning your extra into someone else’s essential!
Craig Marshall Craig Marshall

Episode 18, The Marshall Art of donating your treasure OR turning your extra into someone else’s essential!

Do you know your extra dollars could become someone else’s lifeline? In this episode of Life Marshall, we’re diving into donating your treasure and how even small, consistent contributions can make a massive impact. From picking causes you believe in to maximizing your giving with smart strategies, we’ll show you how to turn your wallet into a force for good. Because when your extra becomes someone else’s essential, generosity pays dividends beyond measure. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 17, The Marshall Art of what is an emergency fund and how to build one OR the fund before the storm!
Craig Marshall Craig Marshall

Episode 17, The Marshall Art of what is an emergency fund and how to build one OR the fund before the storm!

Do you know what would happen if your car breaks down, a medical bill shows up, or your income suddenly stops? In this episode of Life Marshall, we’re diving into the emergency fund, the money that keeps you afloat when life rains on your parade. From how much to save to where to keep it, we’ll break down practical strategies to stay calm, confident, and prepared for any financial storm. Because a fund before the storm beats a panic after the flood! Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 16, The Marshall Art of understanding your risk tolerance and why it’s important OR syncing your strategy with your sleep schedule!
Craig Marshall Craig Marshall

Episode 16, The Marshall Art of understanding your risk tolerance and why it’s important OR syncing your strategy with your sleep schedule!

Do you know how much financial risk you’re truly able to handle? We’re diving into your risk tolerance, the foundation of building wealth while still feeling confident and in control. From conservative to aggressive investing, we’ll help you understand how to match your investment strategy with what you’re genuinely comfortable with, define your goals, and find the ideal balance between peace of mind and growth. Because money shouldn’t keep you up at 3 a.m., it should give you the confidence to rest easy knowing your future is on track. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 15, The Marshall Art of selecting auto insurance OR making sure your bumper’s backed by brains!
Craig Marshall Craig Marshall

Episode 15, The Marshall Art of selecting auto insurance OR making sure your bumper’s backed by brains!

Do you know if your auto insurance has your back if you hit a deer? What about if the other driver doesn’t have insurance at all? In this episode of Life Marshall, we’re diving into the coverage that protects your car and your wallet. From liability to gap coverage, we’ll break down what each type really means and how to make smart choices that keep you protected on the road. Because a bumper backed by brains beats a bank account backed by regrets! Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 14: The Marshall Art of utilizing a health savings account OR healing your wallet while curing a cough!
Craig Marshall Craig Marshall

Episode 14: The Marshall Art of utilizing a health savings account OR healing your wallet while curing a cough!

Think a Health Savings Account is just another confusing acronym your HR department throws at you during open enrollment? Or that it’s only useful if you’re sick all the time? In this episode of Life Marshall, we break down how an HSA can heal your wallet while curing a cough while saving you on taxes today, covering medical costs tomorrow, and even growing into a retirement booster down the road. Discover why it’s the triple threat you didn’t know your finances needed. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 13: The Marshall Art of prepaying your student loan OR turning student stress into graduate finesse!
Craig Marshall Craig Marshall

Episode 13: The Marshall Art of prepaying your student loan OR turning student stress into graduate finesse!

Think paying extra on your student loans means you’re crushing debt faster? Or that throwing every spare dollar at them is always the smartest move? In this episode of Life Marshall, we show you how to turn student stress into graduate finesse by building your foundation first: from emergency savings and 401(k) matches to forgiveness programs and fine print. Learn how to balance paying off debt with growing your wealth so your money works as hard as you do. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 12: The Marshall Art of planning for taxes on bonuses OR making sure Uncle Sam doesn’t crash your vaca!
Craig Marshall Craig Marshall

Episode 12: The Marshall Art of planning for taxes on bonuses OR making sure Uncle Sam doesn’t crash your vaca!

Think your bonus is free money waiting to fund your next vacation? Or that Uncle Sam will let you keep the whole check without taking a bite first? In this episode of Life Marshall, we break down how bonus taxes really work: from flat-rate vs. aggregate withholding to simple steps that keep April surprises off your calendar. Learn how to make your bonus work for your, not just the IRS, and keep your financial goals on track. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 11: The Marshall Art of monitoring your investments OR keeping your future on cruise control
Craig Marshall Craig Marshall

Episode 11: The Marshall Art of monitoring your investments OR keeping your future on cruise control

Think watching your investments means becoming a day trader? Or that because you use an investment manager, you can just set it and forget it? In this episode of Life Marshall, we show you how to keep your future on cruise control by glancing at the dashboard, adjusting your course from time to time, and staying calm through every twist in the road. From diversification to road bumps like taxes and market swings, we’ll help keep your money headed in the right direction. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 10: The Marshall Art of selecting renter’s insurance OR when your ceiling drips but your wallet doesn’t!
Craig Marshall Craig Marshall

Episode 10: The Marshall Art of selecting renter’s insurance OR when your ceiling drips but your wallet doesn’t!

Ever think renter’s insurance is just for the overly cautious? Think again. What happens if your ceiling leaks, your stuff gets stolen, or a guest slips during game night? In this episode of Life Marshall, we break down how renter’s insurance protects your stuff, your wallet, and your peace of mind. From replacement cost to deductibles and those sneaky exclusions, we’ll make it all make sense with a little humor sprinkled in. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer

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Episode 9: The Marshall Art of checking your paycheck OR making sure you’re set with the net
Craig Marshall Craig Marshall

Episode 9: The Marshall Art of checking your paycheck OR making sure you’re set with the net

Ever looked at your paycheck and wondered, is this right? Are my hours correct? Are my deductions what I agreed to? In this episode of Life Marshall, dive in to the 7 CPCs’, seven quick paycheck checks to make sure you’re truly set with your net. Because small errors can cost big. Quick, clear, and yes, even a little fun. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 8: The Marshall Art of what you can afford for housing OR condo’s and condon’ts!
Craig Marshall Craig Marshall

Episode 8: The Marshall Art of what you can afford for housing OR condo’s and condon’ts!

Buying or renting? How much can you really afford without turning your dream home into a financial nightmare? In this episode of Life Marshall, we unpack Condo’s and Condon’ts’, a simple approach to making smart housing choices, avoiding hidden costs, and keeping your budget stress-free. Quick, clear, and yes, even a little fun. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 7: The Marshall Art of leasing versus buying a new car OR renting the wheels or buying the deal!
Craig Marshall Craig Marshall

Episode 7: The Marshall Art of leasing versus buying a new car OR renting the wheels or buying the deal!

Lease or buy? Ever wonder if renting the wheels or buying the deal is right for you? In this episode of Life Marshall, we put the pedal to the metal and break down the costs, perks, and pitfalls so you can drive off with the right decision. Quick, clear, and yes, even a little fun. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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Episode 6: The Marshall Art of effectively using your credit cards OR shop till you drop, a real problem!
Craig Marshall Craig Marshall

Episode 6: The Marshall Art of effectively using your credit cards OR shop till you drop, a real problem!

Do you swipe now and worry later? Ever wonder if shop till you drop is more than a catchy phrase? Maybe a real problem for your wallet? In this episode of Life Marshall, we’re unpacking smart ways to use credit cards like avoiding debt, dodging fees, and turning plastic into a financial power tool. Quick, clear, and yes, even a little fun. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.        

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Episode 5: The Marshall Art of borrowing from your 401(k) OR borrow from your 401, not ok!
Craig Marshall Craig Marshall

Episode 5: The Marshall Art of borrowing from your 401(k) OR borrow from your 401, not ok!

Thinking about borrowing from your 401(k)? Sounds easy, right, borrowing from yourself? But should you? In this episode of Life Marshall, we’re unpacking why borrowing from your 401 is not OK, from lost growth to strict repayment rules to paying taxes twice on the same dollars. Plus, we’ll cover smarter alternatives for when money’s tight. Quick, clear, and yes, even a little fun. Subscribe to Life Marshall today, because with Life Marshall, life’s journey just got a whole lot clearer.

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