Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Paying for college has become increasingly challenging due to rising costs, particularly for blended families. But no matter your situation, early planning for your child’s or grandchild’s education...
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube Insurance- it may not be the most exciting subject, but it plays a super important role in financial planning. For Donna, life insurance was a lifesaver after her first husband passed away. With his income gone,...
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...
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...
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