Épisodes

  • Why You Need a Will for your 18+ Year Old Child

    Why You Need a Will for your 18+ Year Old Child
    Nov 25 2024

    Join me in discussing why you need a will for your young adult who is 18+ year old.
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    9 min
  • Employee Financial Wellness- Are You Sitting in Cash?

    Employee Financial Wellness- Are You Sitting in Cash?
    May 20 2024
    6 min
  • What Not To Do When a Loved One Dies

    What Not To Do When a Loved One Dies
    Apr 16 2024
    8 min
  • You Don't Know What You Don't Know- Liability Issues

    You Don't Know What You Don't Know- Liability Issues
    Mar 22 2024
    9 min
  • Joint Accounts- Should You Be Joint With an Elderly Parent?

    Joint Accounts- Should You Be Joint With an Elderly Parent?
    Mar 14 2024

    In this episode, I take a common titling of a Joint account and discuss why it may not be a great idea.
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    11 min
  • Financial Advisor (sales) vs. CERTIFIED FINANCIAL PLANNER™️ professional- What's the Difference?

    Financial Advisor (sales) vs. CERTIFIED FINANCIAL PLANNER™️ professional- What's the Difference?
    Feb 29 2024
    Join me on this episode where I discuss the difference between someone who sells investments and a financial planner who looks at all areas of your financial life.
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    15 min
  • Do it Yourself vs. Planning Fees- When it Makes Sense

    Do it Yourself vs. Planning Fees- When it Makes Sense
    Feb 28 2024

    There are several ways to accomplish your financial goals including those who like to do it themselves and those who like to enlist the help of a professional.

    In this episode I will be discussing the fee-only approach, DIY'ers, and when it makes sense to pay for financial guidance.

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    12 min
  • Benefits of a Beneficiary Audit

    Benefits of a Beneficiary Audit
    Feb 7 2024
    12 min