Episode 29 — What Could the SECURE Act Bring to Your Financial Life? — Part 1
Did you know there is a new piece of legislation called the SECURE Act that could
The Rules – They Are A Changin’ (Again)
Things are brewing in Washington, D.C., that will impact your opportunities to build
Dying – Lessons Learned From My Aunty Kay
May 20th was the fourth anniversary of my Aunt Kay’s passing. Her memory lives
Episode 28 — Know Your Rights With Your Financial Advisor
Many clients don’t know what to expect when meeting up with their financial professional
Episode 27 — What’s Your Retirement Good News? Optimizing Your Monetary Elements
The gig economy is bringing good news to retirees who want to create income during
My Granddaughter – Good News – Bad News
Last September, we welcomed Zaylee Jean into the world – our first grandchild.
Episode 26 — The Four Elements of a Well-Rounded Financial Workout
We take care of our physical health by stretching and building stamina, strength,
Episode 25 — Using the Four S’s of Physical Health to Strengthen Your Fall Season — With Guest Amanda Wagner
When the time comes to retire and rewire, your financial life isn’t the only thing
Nine Rights You Have When Seeking Financial Advice
You will have different needs for advice at different junctures of your life. As