Retirement Planning Is Different For Women: Here’s Why

Retirement Planning Is Different For Women: Here’s Why

As International Women’s Day approaches (March 8), it’s the perfect time to reflect on the progress women have achieved in the financial realm over the past century. Despite this, the path to retirement is not without its unique challenges for women, and it’s...
Are Your Good Money Habits Holding You Back?

Are Your Good Money Habits Holding You Back?

This episode might be a bit counterintuitive. We’re going to question the real impact of common financial habits. Are the strategies you consider beneficial actually working in your favor? We explore the pros and cons of practices like ignoring account statements and...
The Questions You Must Ask Your Financial Advisor

The Questions You Must Ask Your Financial Advisor

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We’re discussing the vital questions that bring transparency and depth to your financial advisory...
Easy Wins in Personal Finance (Part 2)

Easy Wins in Personal Finance (Part 2)

We’re back to wrap up our discussion on easy personal finance wins. While crafting a comprehensive financial plan is crucial, sometimes making minor adjustments in your portfolio can yield significant benefits. Listen in as we share some more powerful strategies to...
Easy Wins in Personal Finance (Part 1)

Easy Wins in Personal Finance (Part 1)

It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start… This two-part episode is filled with straightforward...