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Finances and...
I educate listeners so they can understand the in's and out's of financial planning, estate planning, retirement, insurance, and investing topics; by drilling down into each of these categories, and providing small bites in easy to understand language. With this information you can implement needed changes and reach your own financial goals. I want to provide professional financial coaching and therapy dedicated to helping you achieve your financial goals.
Podcasting since 2020 • 164 episodes
Finances and...
Latest Episodes
Short Term Savings Strategies
Ten practical and effective tips to help you save money quickly and efficiently. Whether you're planning a dream vacation, buying a new gadget, or making home improvements, these strategies will set you on the right path to success!
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Episode 163
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5:05
![Finances and... Artwork](https://www.buzzsprout.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBem0yanc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--0c990cb42fa46727c4998318f1dbe97efdf5e4ed/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdDVG9MWm05eWJXRjBPZ2hxY0djNkUzSmxjMmw2WlY5MGIxOW1hV3hzV3docEFmcHBBZnA3QmpvSlkzSnZjRG9MWTJWdWRISmxPZ3B6WVhabGNuc0dPZ3h4ZFdGc2FYUjVhVUU2RUdOdmJHOTFjbk53WVdObFNTSUpjM0puWWdZNkJrVlUiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--bfdad5b04912fa8a9db85eb3989e46c5908e2723/78897802-CD14-4B88-831E-9C5B1A03EA96.jpeg)
Save Shopping Online
Baby Boomers should focus on securing reliable retirement income through strategies like annuities and dividend-paying investments, while also understanding the impact of Required Minimum Distributions (RMDs) on their retirement accounts. Manag...
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Episode 162
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12:35
![Finances and... Artwork](https://www.buzzsprout.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBem0yanc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--0c990cb42fa46727c4998318f1dbe97efdf5e4ed/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdDVG9MWm05eWJXRjBPZ2hxY0djNkUzSmxjMmw2WlY5MGIxOW1hV3hzV3docEFmcHBBZnA3QmpvSlkzSnZjRG9MWTJWdWRISmxPZ3B6WVhabGNuc0dPZ3h4ZFdGc2FYUjVhVUU2RUdOdmJHOTFjbk53WVdObFNTSUpjM0puWWdZNkJrVlUiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--bfdad5b04912fa8a9db85eb3989e46c5908e2723/78897802-CD14-4B88-831E-9C5B1A03EA96.jpeg)
Financial Tips for Baby Boomers
Baby Boomers should focus on securing reliable retirement income through strategies like annuities and dividend-paying investments, while also understanding the impact of Required Minimum Distributions (RMDs) on their retirement accounts. Manag...
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Episode 162
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6:55
![Finances and... Artwork](https://www.buzzsprout.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBem0yanc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--0c990cb42fa46727c4998318f1dbe97efdf5e4ed/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdDVG9MWm05eWJXRjBPZ2hxY0djNkUzSmxjMmw2WlY5MGIxOW1hV3hzV3docEFmcHBBZnA3QmpvSlkzSnZjRG9MWTJWdWRISmxPZ3B6WVhabGNuc0dPZ3h4ZFdGc2FYUjVhVUU2RUdOdmJHOTFjbk53WVdObFNTSUpjM0puWWdZNkJrVlUiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--bfdad5b04912fa8a9db85eb3989e46c5908e2723/78897802-CD14-4B88-831E-9C5B1A03EA96.jpeg)
Finances and... Understanding Investment Risk
Investing wisely involves navigating various levels of risk, with each decision impacting potential returns and stability. For beginners, understanding how to approach investments through a risk-averse lens is crucial for building a resilient f...
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Episode 161
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5:56
![Finances and... Artwork](https://www.buzzsprout.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBem0yanc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--0c990cb42fa46727c4998318f1dbe97efdf5e4ed/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdDVG9MWm05eWJXRjBPZ2hxY0djNkUzSmxjMmw2WlY5MGIxOW1hV3hzV3docEFmcHBBZnA3QmpvSlkzSnZjRG9MWTJWdWRISmxPZ3B6WVhabGNuc0dPZ3h4ZFdGc2FYUjVhVUU2RUdOdmJHOTFjbk53WVdObFNTSUpjM0puWWdZNkJrVlUiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--bfdad5b04912fa8a9db85eb3989e46c5908e2723/78897802-CD14-4B88-831E-9C5B1A03EA96.jpeg)
Finances and... Building Wealth as Newlyweds
Define and align your financial goals together, and regularly review them as your situation changes. Develop and maintain a detailed budget to manage your spending and savings effectively. Explore investment options and start retirement plannin...
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Episode 160
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6:17
![Finances and... Artwork](https://www.buzzsprout.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBem0yanc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--0c990cb42fa46727c4998318f1dbe97efdf5e4ed/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdDVG9MWm05eWJXRjBPZ2hxY0djNkUzSmxjMmw2WlY5MGIxOW1hV3hzV3docEFmcHBBZnA3QmpvSlkzSnZjRG9MWTJWdWRISmxPZ3B6WVhabGNuc0dPZ3h4ZFdGc2FYUjVhVUU2RUdOdmJHOTFjbk53WVdObFNTSUpjM0puWWdZNkJrVlUiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--bfdad5b04912fa8a9db85eb3989e46c5908e2723/78897802-CD14-4B88-831E-9C5B1A03EA96.jpeg)