Navigating Wealth
with Wisdom
A podcast hosted by Carol Eddy, CFP — featuring calm, unhurried conversations about the financial decisions that matter most during life's biggest transitions.
Widowhood. Business exits. Inheritance. Retirement. The moments when financial complexity arrives alongside emotional weight, and the decisions in front of you can't afford to be rushed.
Each episode brings together Carol and a trusted professional to slow down, think clearly, and help you understand what you're actually deciding — before you have to decide it.
A Different Kind of
Financial Conversation.
Most financial content is built for speed. Quick tips. Hot takes. Lists of things you should already be doing.
This show was built for something else entirely.
Host Carol Eddy has spent nearly 30 years working with women navigating the financial complexity of major life transitions. Before becoming a CFP, she spent 15 years as a family therapist. She came to this work with a clear observation: the families who struggle most aren't struggling because of the numbers. They're struggling because no one slowed down long enough to help them understand what they were actually deciding.
This podcast is where slowing down happens.
Every episode is structured to create clarity without pressure, to explore complexity without overwhelm, and to leave you with something specific: a better question to ask, a framework you didn't have before, or simply the steadiness that comes from understanding your situation more fully.
There is no urgency here. No agenda other than clarity.
Conversations Organized Around
the Moments That Matter Most.
Each season of Navigating Wealth with Wisdom focuses on a specific transition, explored from every angle: the financial decisions, the emotional weight, the professionals involved, and the questions most people are afraid to ask out loud.
Carol Eddy, CFP · Arvada, Colorado
Your Host
Carol Eddy, CFP
Carol Eddy has been doing this work since 1997. Long enough to have sat with clients through inheritances, divorces, the death of spouses, business exits, and the quieter transitions that don't have a name but feel just as significant.
Before becoming a CFP, she spent 15 years as a family therapist. That chapter shaped everything about how she works and how she interviews. She asks questions other people skip. She slows down when slowing down matters. She never pushes toward a conclusion before a conclusion is ready.
Carol is based in Arvada, Colorado. She keeps her practice deliberately small because the work requires genuine attention, and the clients she takes on get all of it. This podcast is an extension of that same philosophy: fewer, deeper conversations rather than more, faster ones.
I came to Carol overwhelmed and convinced I was going to make a terrible mistake. Two years later, I understand my financial life better than I ever have. She never made me feel behind.
— Client of Carol EddyThis Show Is For You If You
Recognize Yourself Here.
You are competent and private. You've managed complexity before, in your career, your family, your life. What's new isn't the responsibility. It's the domain.
Maybe you've recently lost a spouse and for the first time, you are the only one making these decisions. Maybe you've sold a business and the liquidity event you worked toward for decades now requires a set of financial choices you've never faced. Maybe an inheritance has arrived with legal, tax, and family dimensions no one prepared you for.
You are not looking to be told what to do. You are looking to understand your options well enough to make decisions you can stand behind. You want someone to slow down with you, not push you toward a conclusion you're not ready for.
Start Listening.
New episodes release on [cadence]. Subscribe wherever you listen to podcasts, or browse the full archive below.
Are you a professional who serves women navigating major financial transitions? We accept a limited number of guest applications each season.
Apply to Be a Guest