our podcast
Between Sips Podcast
Pull up a chair, pour your favorite drink, and join Monument Wealth Management partners Jessica Gibbs, CFP®️ and Emily Harper, CFP®️ for candid, coffee-table conversations about money, meaning, and the moments that matter. We’re answering the most pressing questions successful people have about creating and preserving their wealth, along with and a human take on making life option rich—served one sip at a time.
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 information purposes only. No portion of the podcast serves as the receipt of, or as a substitute for, personalized investment advice from Monument or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Monument’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Monument is engaged, or continues to be engaged, to provide investment advisory services. Monument is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the audio or video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Monument is engaged, or continues to be engaged, to provide investment advisory services. A copy of Monument’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at monumentwealthmanagement.com/disclosures.
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latest podcast
Roth IRAs, backdoor Roths, conversions… most people know these terms, but not why they matter. In this episode, Emily and Jessica break it all down in plain English and focus on the rea [...]
Episodes
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...
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®
