I recently picked up golf, and it’s fascinating how many parallels exist between the sport and investing. Both require patience, strategy, and the ability to adapt to changing circumstances. Just like transitioning through different phases of life, whether...
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Talking about finances in a dating relationship can be daunting, but it’s an important part of building a strong, transparent, and trusting partnership. So, when is the right time to discuss money matters with...
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Choosing a financial advisor can feel daunting, especially when you’re not sure what to look for or what questions to ask. In today’s episode, we’re going to cover some of the critical mistakes people make...
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Donna and her husband, Jim, have both navigated the path of stay-at-home parenting and are no strangers to what it looks like to manage finances during family transitions. We’re excited to officially welcome Jim...
Divorce is challenging. A major life transition that can have significant financial implications, particularly for families with children and older couples. So understanding the financial aspects of divorce is crucial for protecting your future and ensuring a smooth...
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