Blogs and Casts

Blogs

Motivation – It Can Change On A Dime
We looked at the weather app and saw we had a three hour window to get our bike ride in[...]
The Rules – They Are A Changin’ (Again)
Things are brewing in Washington, D.C., that will impact your opportunities to build financial resources for your future. If you[...]
Dying – Lessons Learned From My Aunty Kay
May 20th was the fourth anniversary of my Aunt Kay’s passing.  Her memory lives on in my life in a[...]
My Granddaughter – Good News – Bad News
Last September, we welcomed Zaylee Jean into the world – our first grandchild.  She is, of course, perfect in every[...]
Nine Rights You Have When Seeking Financial Advice
Pitkin County Library hosted a Financial Advisor Panel to start off April’s Financial Literacy Month.  It was a chance for[...]

Casts

Episode 30 — What Could the Secure Act Bring to Your Financial Life? — Part 2
With all of the positive changes that new legislation can bring to our lives, it’s important to also consider the[...]
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 possibly go into effect[...]
Episode 28 — Know Your Rights With Your Financial Advisor
Many clients don’t know what to expect when meeting up with their financial professional and simply go along with what[...]
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 their fall season. What will[...]
Episode 26 — The Four Elements of a Well-Rounded Financial Workout
We take care of our physical health by stretching and building stamina, strength, and stability. But did you know that[...]
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