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...
by donna | Aug 24, 2023 | Podcast
In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We’ll discuss the telltale signs that it’s time to consider a switch, the questions to ask your current advisor, and what to look for in a new...
by donna | Aug 10, 2023 | Podcast
Welcome back to part two of our discussion on resolving financial tension between couples. In this episode, we’ll explore five more common areas of financial tension: emergency fund size, charitable contributions, handling inheritances, insurance needs,...
by donna | Jul 27, 2023 | Podcast
Money can’t buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we’re digging into the financial face-offs that make Monopoly fights look like child’s play and exploring some money minefields...
by donna | Jul 13, 2023 | Podcast
Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it’s important to recognize...
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