Ep 10: How Children Become Part of The Retirement Discussion

Ep 10: How Children Become Part of The Retirement Discussion

Family budgets, college, weddings, there is a lot to consider financially when it comes to our kids. On today’s episode, we are going to discuss the role our kids play in our retirement plan. If you have children and depending on their ages, you’ve probably thought...
3 Stages of Essential Planning

3 Stages of Essential Planning

Close your eyes and imagine what life would look like if the person you said “I love you” to this morning was suddenly gone? What would your future look like? Are you going to be okay financially? Can you send the kids to school? Can you stay in your home? Today we...
Ep 9: Retirement Potpourri – Fill in The Blank

Ep 9: Retirement Potpourri – Fill in The Blank

It’s time for some fill in the blank questions with Donna! What is the best way to be sure you won’t run out of money in retirement? If you hit retirement and you don’t have a plan in place, you will never know how much you can afford. You don’t want to outlive your...
Ep 8: 22 Money Resolutions for 2022 Part 2

Ep 8: 22 Money Resolutions for 2022 Part 2

With only a few days left in 2021, we are continuing our countdown of 22 money resolutions for 2022. Have you checked your credit lately? This is easy and free. Doing so can show you exactly where your debt stands. Check your fees in the new year. This can relate to...
22 Money Resolutions for 2022 Part 1

22 Money Resolutions for 2022 Part 1

As 2021 winds down we want to discuss some money resolutions you can make in 2022 to have a more prosperous financial year. Most of them will be pretty easy, while some may require you to meet up with your financial advisor. On today’s podcast, we’ll go over the first...