by donna | Mar 24, 2022 | Podcast
The financial industry is full of jargon and designations that can be confusing to navigate. Do you know the difference between an IAR and an RIA? What is a CFP or a Series 66? Donna herself is an IAR financial professional, meaning she can help clients with solutions...
by donna | Mar 14, 2022 | Widow and Wisdom
How do you spell relief? D-I-V-O-R-C-E! This was my dad’s motto after he and my mom split up. I actually think he had it written on a T-shirt. Sound cold? Yup. But his motto led me to enhance my career and add CDFA® (Certified Divorce Financial...
by donna | Mar 10, 2022 | Podcast
How can guessing at retirement planning go wrong? On today’s show we’ll discuss some of the major areas in retirement planning you don’t want to guess at. Do you know how much income you’ll need on a monthly basis? Guessing can leave you without enough money to cover...
by donna | Mar 4, 2022 | Widow and Wisdom
What is your intimate relationship with money? Are you a bury it in the backyard type of person or do you put it all on red and cross your fingers? More importantly, what is your spouse or partner’s relationship with money? Do you understand what makes them...
by donna | Feb 17, 2022 | Podcast
What are the most important parts of your retirement plan? It’s great to make fun decisions regarding what you want to do in retirement, but are you also planning for how much time in retirement you’ll have? We don’t want you to outlive your money. The best time to...
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