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.
Episodes
164 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
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
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... 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... 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... Should You Repair or Replace your Appliance?
When does it become necessary to replace an appliance? How do you know if it's worth repairing?
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Episode 159
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6:50
Finances and... Five Financial MUST DO's before 30
By the age of 30, aim to achieve financial stability by building an emergency fund, paying off high-interest debt, and starting retirement investments. Establish a budget to manage your income and expenses effectively, while also focusing on im...
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Episode 158
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4:46
Finances and... How Your Pension Works for YOU!
Do you have a pension? Will it be enough? 401(k)'s and 403(b)'s can supplement a pension plan if you are lucky enough to have one.
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Episode 157
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9:00
Finances and... HSA's & FSA's
Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are financial tools designed to help individuals manage and save for their healthcare expenses. HSAs are typically paired with high-deductible health insurance plans and offer...
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Episode 156
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9:24
Finances and... Negotiating Better Benefits
Negotiating better benefits is a crucial skill that can significantly enhance your financial well-being and overall job satisfaction. When you negotiate for improved benefits, you are essentially advocating for your own needs and demonstrating ...
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Episode 155
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11:11
Finances and... Car Insurance Savings
Saving on car insurance is a prudent financial decision. To reduce your premiums, start by maintaining a clean driving record with no accidents or traffic violations, as this can lead to significant discounts. Additionally, consider raising you...
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Episode 154
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8:19
Finances and... Compound Interest Pt 2
Compound interest is a fundamental financial concept that has a profound impact on personal finance, investing, and wealth accumulation. By revisiting this topic, I can help you gain a deeper understanding of how compound interest works, how it...
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Episode 153
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8:46
Finances and... Gifting Inheritance
Gifting inheritance before your death is a complex decision that requires careful consideration. First and foremost, it's essential to evaluate your own financial needs and well-being to ensure that gifting assets won't compromise your own fina...
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Episode 152
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10:44
Finances and... Make Money Mistakes
Financial mistakes can be a bit like accidentally using your credit card to pay for a gourmet meal when you meant to order takeout. You start with good intentions, but before you know it, you've overspent on that fancy dessert and suddenly find...
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Episode 151
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12:35
Finances and... Repair or Replace
When faced with the decision of repairing or replacing a malfunctioning appliance, several factors come into play. First and foremost, the age of the appliance is crucial in determining the best course of action. If it's relatively new and the ...
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Episode 150
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8:46
Finances and... Choosing an Advisor
How do you pick the person you're entrusting your money and future to? Choosing an investor advisor is a critical decision that can significantly impact your financial journey. It's essential to consider several key factors before making your c...
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Episode 149
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11:00
Finances and... Money in Marriage
How you connect with a partner in a relationship is everything! Actually, it's ALMOST everything. How you connect over money is the final piece. Knowing how to communicate with each other, whether you both bring income into the marriage or not,...
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Episode 148
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10:57
Finances and... Kids and Credit Cards
It's tempting to give our kids credit cards nowadays, but is it a good idea? There are risks but there are also some big rewards. Listen and find out if you, and your child, is ready.
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Episode 147
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12:32
Finances and... Compound Interest
What is compound interest and how does it affect your finances? Using compound interest in savings means you will see your money grow much more quickly, but having it applied to what you owe, means you'll end up paying a lot more for what you b...
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Episode 146
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11:28
Finances and... How many credit cards should you have?
Have you thought about how many credit cards you should have? Will it hurt your credit score or help? What are the benefits to more than one card? Listen and see what may be best for you!
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Episode 145
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12:15
Finances and... Banks vs. Credit Unions
What are the differences between banks and credit unions? The answer is in the services that they can provide and the interest rates that can charge. Find which is better for you. The answer is maybe both!
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Episode 144
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11:56
Finances and... Rewire for Wealth
In this episode I share the book Rewire for Wealth: Three Steps Any Woman Can Take to Program Her Brain for Financial Success. The author shares her own journey to financial freedom by uncovering her own beliefs about money and reprogram...
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Episode 143
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13:31
Finances and... Pension Funds
Do you have pension fund and are not sure what you get? Are you wondering if taking a job that offers one is worth it? I go over defined benefit plans as well as defined contribution plans like 401(k)'s and 403(b)'s.
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Episode 142
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11:11