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...
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...
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...
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Remember when you were a kid, always asking ‘How do you know?’ about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn’t go away as we get older; it just...
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be...
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we’ll dive into the most common scenarios where future generations influence retirement planning. Whether you’re...
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