Episode 343: Year-End Financial Checklist: Setting Yourself Up for Success
Close out the year with confidence! This episode walks through smart moves to review your budget, maximize retirement contributions, fine-tune tax strategies, update insurance, and set exciting goals for the year ahead. Practical tips to help you start strong and stay on track. Important Note: The content shared is for informational purposes only and should […]
Episode 342: What Does “Fee-Only” Financial Planning Really Mean?
This episode provides general educational information about the concept of fee-only financial planning. We’ll explain what the term means, how it differs from commission-based models, and discuss common considerations individuals may evaluate when choosing an approach. We’ll also cover general factors related to transparency and client-advisor relationships. Important Note: The content shared is for informational […]
Ep 341: Do You Need a Financial Advisor? Here’s the Real Answer
This episode provides general educational information about the role of financial advisors and considerations for determining whether professional guidance may be appropriate. We’ll discuss common factors individuals evaluate, the potential benefits of working with an advisor, and general strategies for managing personal finances. Important Note: The content shared is for informational purposes only and should […]
Ep: 340 Fortunes Forged in History
Ep: 339 House to Homebase
Ep: 338 Social Security Playbook
Ep: 337 Tax Season Reset
Ep: 336 No Will?…Now What?!
Ep: 335 Who’s Got YOUR back?