Saving

Ep 082: Your Holiday Financial Planning List, of DO’s and DON’T’S

Your holiday financial planning list, of DO’s and DON’T’S:
- DON’T fall prey to seasonal marketing
- DO evaluate each holiday: Plan ahead, and avoid impulse shopping
- DO research online versus retail shopping
- DO get creative: Rewards programs, coupons, Lay Away and apps
- DO pay yourself first…automatically
- DO take advantage of end-of-the season sales
- DON’T rack up credit card debt
- DON’T forget life events while you plan for holidays

Ep 077: Finding Financial Peace of Mind

Finding financial peace of mind:
- What can you do to prepare for the unexpected?
- What’s your legacy in family, health and business?
- Where’s your money going, and why?
- Save early and often, even if it’s a little bit!
- Understanding your tax return
- The significance of hiring a financial planning professional

Ep 050: Buy a Home or Save for Retirement?

Financial decisions to change your future: Buy a home or save for retirement?:
- Are you prepared for the financial commitment of owning a home?
- Fork in the road: High ticket interest, versus interest earned on savings
- The huge impact of missing just one year of savings
- Learning the art of delayed gratification
- Unique ways to teaching your kids how to save
- The building of an entrepreneur!

Ep 021: Diversifying Your Sources of Income

Protect your pension and keep your hands on the wheel!

Diversifying your sources of income and preparing for retirement

- New pension rules and savvy tips for retirement plans
- How to maintain a diversified portfolio
- The key differences in employer retirement plans
- How to protect your retirement during a major life change

Ep 020: How the Proposed Healthcare Bill Will Affect You

Listen as our hosts discuss the following topics:
- How much should you contribute to your 401k?
- Strategies to consolidate multiple emloyee retirement plans
- How the new proposed healthcare bill will effect you
- Pre-existing conditions and the uninsured: Will you lose your health coverage?