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...
Subscribe Apple PodcastsSpotifyAmazon MusicTuneInYouTube We’re all guilty of telling ourselves lies from time to time. But are you telling yourself financial lies? In this episode, Donna and Jim dive into some common financial lies that could be holding you back. For...
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...
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