Stansell Wealth Planning Podcast
Welcome to the Stansell Wealth Planning Podcast, where faith and financial wisdom come together to help you build a prosperous future. Hosted by Cody Stansell, Owner and Senior Wealth Advisor, this podcast offers expert advice on financial planning for individuals, families, and business owners looking to create a life of purpose and fulfillment.
In each episode, we cover a range of topics, including investment strategies, tax planning, retirement preparation, and wealth management—always rooted in integrity and Christian values. Whether you're beginning your financial journey or seeking to refine your approach, this podcast provides actionable insights and solutions to help you achieve lasting financial peace.
Join us for practical tips, inspiring conversations, and thoughtful financial planning guidance. Ready to take the next step in your financial journey? Visit StansellWealth.com for a free consultation or call to start your path toward financial success built on Christian principles.
To learn more about Stansell Wealth Planning visit:
https://www.StansellWealth.com
Stansell Wealth Planning
5550 Granite Pkwy, STE 270
Plano, TX 75024
469-606-2040
Episodes
24 episodes
Shop Home And Auto Insurance Without The Hassle
We break down why so many people feel like their home and auto insurance keeps climbing and what can actually be done about it. We talk with independent agent Micah LaBorde about how shopping works, why “bundle and save” is not a rule, and the ...
Brokerage Accounts Made Simple
We break down what a brokerage investment account is and why it can be the most flexible place to invest surplus cash after you’ve handled the basics. We explain where it fits in a smart money order, how taxes work, and the real-life situations...
Medicare Without Guesswork with Colin Miller
We break down Medicare decisions that can stick for years, especially the choices you make when you first become eligible at 65. We also explain how Medicare fits into long-term retirement planning so you can reduce penalties, avoid surprise co...
How To Turn A Cash Bonus Into Lasting Wealth
We share an eight-step plan to turn a cash bonus into lasting progress, from tax clarity to smart spending, debt payoff, savings, and flexible investing. Along the way we bust withholding myths and show how to align your mortgage with your reti...
2026 Tax Changes That Matter with Sheilah Smith CPA
We bring on CPA Sheilah Smith to break down the biggest 2026 tax updates and the real-world “gotchas” that trip people up during tax season. We also get practical about receipts, missing tax forms, business bookkeeping habits, and what to do if...
Keep It Saved
We explore how a secure digital vault can remove chaos from loss, protect families from financial friction, and preserve stories that define a life. Gerard Ibarra shares the personal event that led to building Keep It Saved and demos features t...
Trump Accounts
We break down what Trump Accounts are, who actually benefits, and why they function as retirement seeds rather than college funds. We compare them with 529 plans and plain brokerage accounts so you can choose the right tool for your child’s goa...
Mortgage Rates, Myths, And Smart Moves with Mason Whitehead
We break down what truly drives mortgage rates, why Fed cuts don’t guarantee cheaper mortgages, and how to use timing, credit tiers, and smarter products to your advantage. Mason shares practical pre-approval timelines, non-QM options for self-...
Is Roth Better than Pre-tax?
We unpack Roth vs pretax with clear rules of thumb, why Roth is a tax code not an account, and how RMDs can create a tax spike you don’t need. A real case study shows how targeted Roth conversions and a 50-50 balance can flatten lifetime taxes....
Estate Planning Made Clear - with Janelle Creme
If you couldn’t speak tomorrow, who would decide what happens—to your care, your kids, and your money? We sat down with estate planning attorney Janelle Creme to make sense of wills, trusts, and the documents that actually keep your family out ...
Your 2026 Money Reset
New year, new leverage. We’re resetting your money with a simple 2026 playbook that trades vague goals for specific actions you can automate and track. We walk through how to crush consumer debt with clear timelines, build an emergency fund tha...
Breaking Free: Smart Debt Elimination Strategies
What Are Smart Ways To Pay Off All Your Debts?Feeling crushed under the weight of debt? You're not alone. The burden of financial obligations keeps countless Americans awake at...
Life Insurance: Calculating What You Need with Cody Stansell
How Much Life Insurance Do I Need?Death and taxes may be inevitable but understanding exactly how much life insurance you need doesn't have to be complicated. In this eye-opening episode,
Lifetime Tax Strategy: Minimizing Your Financial Burden
Tax Planning 101: Strategies For Today And In The Future?Minimizing your tax burden requires more than just annual filing strategies—it demands a lifetime perspective on wealth...
Finding Your Financial Match: How to Choose the Right Advisor for Your Values
What Does It Mean To Have A Fiduciary Financial Advisor, And Why Is It Important?Finding the right financial advisor isn't just about credentials—it's about connection, compatibility, and comprehensive expertise that aligns with y...
Balancing Your 401k: Smart Retirement Savings for Every Age
How Much Should I Contribute To My 401(k) Or 403(b)?Ever wondered if you're putting too much—or too little—into your retirement accounts? This question plagues nearly every wor...
Stewardship: Aligning Money with Christian Values
How Does Christian-based Financial Planning Differ From Traditional Financial Planning?Money talks, but does yours speak the language of faith? In this thought-provoking episode, Cody Stansell, senior wealth advisor at
The Essential Blueprint: Financial Building Blocks for a Prosperous Future
The Building Blocks To Everyone’s Finances – What Should I Be Focused On? In this episode of the Stansell Wealth Planning Podcast, host Cody Stansell, owner and senior wealth advisor, discusses comprehensive
Portfolio Rebalancing: The Art of Buying Low and Selling High
How Often Should I Review And Rebalance My Investment Portfolio? Does your investment strategy need a checkup? We explore why your portfolio isn't a "set it and forget it" proposition in this essential episode on
Mastering the Three-Legged Stool: Building Retirement Income That Lasts
How Do I Create A Retirement Income Plan That Lasts?Retirement planning goes far beyond simply saving money—it requires a strategic approach to creating sustainable income that lasts throughout your golden years. In this enlighten...
Landing the Retirement Plane: How to Avoid Common Withdrawal Mistakes
What Are The Biggest Mistakes People Make When Withdrawing From Retirement Accounts?How you withdraw from your retirement accounts is just as crucial as how much you save—possi...
Are You Saving Enough for Your Retirement?
How Do I Know If I’m On Track For Retirement?Do you lose sleep wondering if your retirement savings will be enough? You're not alone. The most common concern we hear isn't about becoming wealthy—it's about avoiding becoming a burd...
What are the Key Components of a Strong Financial Plan?
What Are The Key Components Of A Strong Financial Plan?Money management without clear purpose is like driving without a destination—you might move forward, but you'll never arrive where you truly want to be. This episode dives dee...