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...
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...
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