by donna | Nov 2, 2023 | Podcast
It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start… This two-part episode is filled with straightforward...
by donna | Oct 26, 2023 | Podcast
Welcome back to Widow, Wisdom & Wealth! In this episode, we tackle the common complaints that arise during the financial planning process. Whether you feel like your advisor is taking too much risk, your account isn’t growing the way you’d like, or you don’t...
by donna | Oct 12, 2023 | Podcast
Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. RMDs are a way for the government to collect taxes on your tax-deferred savings, such as traditional IRAs and 401(k)s. In this episode, Donna and Marc break...
by donna | Sep 21, 2023 | Podcast
Losing a spouse is an unimaginably tough life event, but the financial implications can add another layer of stress to the grieving process. In this episode, we delve deep into the most common financial issues faced by widows and widowers, from dealing with income...
by donna | Sep 7, 2023 | Podcast
In this episode, we’re back to discuss the complex and often emotionally charged process of changing financial advisors. We’ll share the telltale signs that it’s time to consider a switch, the questions to ask your current advisor, and what to look for in...
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