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.
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!Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well.Seeking financial counsel? Check us out at Ca...
1 Oct 2024
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. Managing healthcare costs, including long-term care, is essential as they age. Additionally, proper estate planning ensures their assets are passed on efficiently to the next generation.Grab your copy of the companion book Finances and… Your Spending Planner...
26 Sept 2024
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. Managing healthcare costs, including long-term care, is essential as they age. Additionally, proper estate planning ensures their assets are passed on efficiently to the next generation.Grab your copy of the companion book Finances and… Your Spending Planner...
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Apple Podcasts (US)
4.7 / 5
15 ratings
Spotify
5.0 / 5
1 ratings
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