by donna | Dec 26, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube As the year comes to a close, many of us are making resolutions moving into 2025. So why not focus on our money mindset as well? Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed...
by donna | Dec 12, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube It’s hard to believe the holiday season is here! While you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement....
by donna | Nov 25, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Navigating the transition of divorce can be challenging, especially when it occurs right before or during retirement. That’s why this week on Wisdom and Wealth, we’re going to share 3 immediate steps you’ll want...
by donna | Nov 15, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Are you making decisions about your money with a clear mind? Or are you financially ‘impaired?’ December is National Impaired Driving Prevention Month, so with that right around the corner, we’re exploring the...
by donna | Nov 11, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube In the recent celebration of Halloween, we’re bringing you some real-life cautionary tales in today’s episode. Donna and Jim will share a few spine-chilling financial horror stories that could happen to anyone...
by donna | Oct 17, 2024 | Podcast
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Are you curious about what retirees wish they had done differently? A random, retired YouTuber did a simple video exploring the top 5 regrets of other retirees he interviewed (all in their 70s). It blew up to...
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