Blogs and Casts


Financial Responsibilities – Redefined For Retirement
I am a first-born child – you know the research laden “responsible one”?  Whether birth order, or DNA, it has[...]
Estate Planning-Values Are More Important Than Valuables
In 2008, I had a couple come to me distraught about their financial position.  They had built up real estate[...]
Seven Reasons To Have A Different Type Of Financial Advisor In Retirement
It isn’t your grandparents or even parents’ retirement.  With expanded life expectancy, there is potentially 25 to 30 years in[...]
Is A ROTH Conversion Right For You? – Four Considerations To Help You Decide
The decision to convert part or all your traditional IRA to a Roth IRA depends on several factors, including your[...]
Six Steps To Better Financial Decisions
Money is easier to spend than ever.  Unintended consequences of financial decisions have more impact than ever.  Financial conversations are[...]


Episode 42 — How To See Beyond The Tip Of The Iceberg In Your Fall Season
What do icebergs have in common with your financial life? In this episode, Danielle Howard discusses how your financial life[...]
Episode 41 — The Decade Game® — With Carolyn Buck Luce
Creating a life by design, not by default, will help you to create your best decade. In this episode, Danielle[...]
Episode 40 — Preparing Your Finances for a Great 2020
As we now sit late into the fourth quarter, are you ready for 2020? Are there things you can do[...]
Episode 39 — How To Nurture Your Relationship With Money
Writing letters or emails is a great way to nurture relationships with friends and loved ones. Why not take the[...]
Episode 38 — Are You Making Emotionally Charged Financial Decisions?
Sometimes our emotions get in the way of making good financial decisions. In this episode, Danielle Howard talks about a[...]