our podcast
Between Sips Podcast
Time for a coffee break? Jessica Gibbs, CFP®️ and Emily Harper, CFP®️ answer the most pressing questions successful people ask about creating an option-rich life—served one sip at a time.
Have a question you want answered? Send it to: betweensips@monumentwm.com
podcast hosts
Jessica L. Gibbs, CFP® and Emily M. Harper, CFP®
Jessica Gibbs, CFP® and Emily Harper, CFP® are Vice Presidents and Partners at Monument Wealth, guiding clients through complex financial lives with clarity, creativity, and a focus on long-term impact. Jessica specializes in estate planning and philanthropic strategy, while Emily focuses on tax planning, stock-based compensation, and simplifying financial complexity. When they’re not helping clients, Jessica enjoys family time at the playground, and Emily is busy planning her next trip or laughing at the antics of her chocolate labs, Rory and Rosy.
IMPORTANT DISCLOSURE INFORMATION
The Between Sips podcast by Monument Capital Management, LLC (“Monument”) is intended for general informational and educational purposes only. No portion of this content should be construed as the receipt of, or a substitute for, personalized investment, financial, legal, or tax advice. Monument is neither a law firm nor an accounting firm, and no content should be interpreted as legal or accounting advice. Any discussions of investment strategies, financial planning concepts, or related topics are general in nature and may not be appropriate for every individual or situation. Different types of investments involve varying degrees of risk, and there can be no assurance that any investment strategy, planning approach, or discussion referenced will be profitable, suitable, or successful for any particular person or circumstance. Past performance is not indicative of future results. From time to time, this content may reference hypothetical situations, illustrative examples, or stories that do not involve actual Monument clients. These scenarios are designed solely to illustrate concepts or demonstrate how Monument might approach similar situations and should not be interpreted as endorsements, testimonials, or guarantees of any particular outcome. No two clients, situations, or experiences are exactly alike, and results will vary. Nothing discussed should be interpreted as a guarantee that any client or prospective client will experience a specific level of results or satisfaction if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument’s investment adviser registration status or any prior experience should not be construed as an assurance of future performance or success. Copies of Monument’s current Form ADV Part 2A (“Disclosure Brochure”) and Form CRS, which discuss our advisory services and fees, are available upon request or at www.monumentwealthmanagement.com/disclosures.
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latest podcast
There's this belief a lot of smart, responsible people carry for decades:
Save as much as possible in your retirement accounts, don't touch it, let it grow, future you wi [...]
Episodes
Retirement Accounts and The Tax Surprise Hiding in Your IRA
There's this belief a lot of smart, responsible people carry for decades: Save as much as possible in your retirement accounts, don't touch it, let...
Trump Accounts: What's the Catch With the Free $1,000?
With headlines, commercials, and social chatter everywhere, these new accounts are getting a lot of attention. But are they actually the b...
Do I Need a Trust? Here's How They Work
Trusts aren't just for the ultra wealthy, or something you deal with much later in life. For most people, that assumption just creates stres...
The Conversation We All Keep Dodging: Estate Planning
Estate planning has a reputation for being heavy, uncomfortable, and easy to avoid. Between sips of a Rhode Island coffee, Jessica and Emily...
How to Set Goals Without Overhauling Your Life in 2026
A new year has a way of making people feel like they need to figure everything out at once. Goals, priorities, plans, all piled together in Ja...
What People Get Wrong About Roth IRAs and Conversions: A Guide for Busy Professi...
Roth IRAs, backdoor Roths, conversions… most people know these terms, but not why they matter. In this episode, Emily and Jessica break it al...
Retirement Accounts and The Tax Surprise Hiding in Your IRA
There's this belief a lot of smart, responsible people carry for decades: Save as much as possible in your retirement accounts, don't touch it, let...
Trump Accounts: What's the Catch With the Free $1,000?
With headlines, commercials, and social chatter everywhere, these new accounts are getting a lot of attention. But are they actually the b...
Do I Need a Trust? Here's How They Work
Trusts aren't just for the ultra wealthy, or something you deal with much later in life. For most people, that assumption just creates stres...
The Conversation We All Keep Dodging: Estate Planning
Estate planning has a reputation for being heavy, uncomfortable, and easy to avoid. Between sips of a Rhode Island coffee, Jessica and Emily...
How to Set Goals Without Overhauling Your Life in 2026
A new year has a way of making people feel like they need to figure everything out at once. Goals, priorities, plans, all piled together in Ja...
What People Get Wrong About Roth IRAs and Conversions: A Guide for Busy Professi...
Roth IRAs, backdoor Roths, conversions… most people know these terms, but not why they matter. In this episode, Emily and Jessica break it al...
How to Plan for Your Child's Education
College can feel far away when your kids are still young, but the questions around their future tend to show up early. Over a favorite cup o...
Retiring Before 65: What It Really Means
We've all heard 65 is the magic retirement age, but who decided that, anyway? In this episode, Jessica Gibbs, CFP®, and Emily Harper, CFP®, share...
Should You Retire When the Market is Down?
Markets are down, your retirement date's circled on the calendar—now what? Emily and Jessica unpack how to protect your peace of mind, why y...
OBBBA Review: Tax Moves to Make Before 2025 Ends
The "One Big Beautiful Bill" is here—and it's changing the math on deductions, income timing, and year-end tax strategy. In this episode we cu...
Unique Ways to Donate to Charity Beyond Writing a Check
"Cash isn't the only way to make an impact. Complex assets—like private business shares or alternative investments—can sometimes be the most...
Post-Exit Planning: How to Manage Your Investments & Cash Flow After Selling...
For business owners, the day you sell your business can feel like you're crossing the finish line. In reality, it's actually just a new start...
Life After Ownership: Defining Your Next Chapter After You Sell a Business
"Liquidity can open a lot of doors, but purpose tells you which ones to walk through." Selling a business is an amazing accomplishment, but it is often fol...
A Gift that Changes the Game: How to Approach Transformational Giving
What if your giving could transform an organization's future? In this episode of Between Sips, we share how to approach extraordinary chari...
Thinking of Moving or Retiring Abroad? Listen to This Episode First
Welcome to the inaugural episode of "Between Sips," a new podcast from Monument Wealth Management where we look at big questions at the inter...
podcast hosts
Jessica L. Gibbs, CFP® and Emily M. Harper, CFP®
