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...
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,...
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