Ep 9: Retirement Potpourri – Fill in The Blank

Ep 9: Retirement Potpourri – Fill in The Blank

It’s time for some fill in the blank questions with Donna! What is the best way to be sure you won’t run out of money in retirement? If you hit retirement and you don’t have a plan in place, you will never know how much you can afford. You don’t want to outlive your...
Ep 8: 22 Money Resolutions for 2022 Part 2

Ep 8: 22 Money Resolutions for 2022 Part 2

With only a few days left in 2021, we are continuing our countdown of 22 money resolutions for 2022. Have you checked your credit lately? This is easy and free. Doing so can show you exactly where your debt stands. Check your fees in the new year. This can relate to...
22 Money Resolutions for 2022 Part 1

22 Money Resolutions for 2022 Part 1

As 2021 winds down we want to discuss some money resolutions you can make in 2022 to have a more prosperous financial year. Most of them will be pretty easy, while some may require you to meet up with your financial advisor. On today’s podcast, we’ll go over the first...
5 Opportunities for Retirement’s Late Bloomers

5 Opportunities for Retirement’s Late Bloomers

Do you feel like you are behind when it comes to saving for retirement? The first step you should take is meeting with an advisor and really seeing where you are in your plan, it might surprise you. On today’s episode, we will be discussing 5 opportunities for...
This Is My Why

This Is My Why

You might be wondering why I am doing this, why am I creating these for you, my co-widows and widowers? What is my Why?  This might be my first video, but I promise you… THIS will be the one that gives me chills and makes my belly flip… It’s not because I’m...