by donna | Jun 6, 2024 | Podcast
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...
by donna | May 23, 2024 | Podcast
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...
by donna | May 21, 2024 | Uncategorized
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...
by donna | May 21, 2024 | Uncategorized
Blending families, while exciting, requires careful planning, especially when it comes to both emotional and financial aspects. Before saying “I do,” it’s essential to have open and honest conversations about various topics to ensure a smooth...
by donna | May 9, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Just like an annual checkup is important for maintaining good health, performing regular financial checkups is an essential part of planning for a healthy and successful retirement. In today’s episode, Donna...
Recent Comments