by donna | Jun 22, 2023 | Podcast
Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll...
by donna | Jun 8, 2023 | Podcast
Picture this: You’re at your retirement party, finally ready to enjoy your golden years, but worries caused by some bad money habits have robbed you of fully enjoying the sweetness of the day. It happens to more people than you think, which is unfortunate...
by donna | May 18, 2023 | Podcast
Today, we’re diving into a topic that affects everyone, regardless of age or financial status: how age and wisdom impact financial planning. No matter where you are in life, your financial goals and priorities will change over time, and it’s important to...
by donna | May 4, 2023 | Podcast
We are excited to have Kyle Tevlin, the founder, and creator of I Want a Fun Funeral, join us today. Kyle was inspired to create this unique funeral planning service after attending several funerals that left her feeling underwhelmed and disheartened. She noticed that...
by donna | Apr 20, 2023 | Podcast
Are you aware that not all retirement accounts are created equal? In this episode, we’ll delve into the different types of retirement accounts, including 401(k)s, IRAs, Roths, and more. We’ll help you weigh the pros and cons of each and give you insights into...
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