Tax-smart retirement income planning and investment management for retirees, particularly PNNL employees, for a flat fee | Fiduciary | CFP® Pro
Financial Side of Life
Claim This Podcastby Angie Furubotten-LaRosee Certified Financial Planner™ Pro: College, Retirement and Investments
15 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
Tax-smart retirement income planning and investment management for retirees, particularly PNNL employees, for a flat fee | Fiduciary | CFP® Pro
Language
🇺🇲
Publishing Since
1/24/2019
1 verified contact email on file for Financial Side of Life
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.
Recent Episodes
June 26, 2020
Life & Money Lessons From Dad
Life & Money Lessons From Dad, Special Father’s Day Edition<br /> Life and money lessons from Dad.<br /> A girl’s dad is a pretty special person.<br /> I got the chance to sit with my dad, Jim Furubotten, just before Father’s Day to talk about his memories and things he learned during his 8 decades on this planet. Watch this <a href="https://www.youtube.com/watch?v=DGU78EaLOKM" target="_blank" rel="noopener noreferrer">interview on YouTube.</a><br /> I’ve done this a few times with my folks, sat and asked them questions on camera. (I even interviewed my mom on this episode <a href="https://www.aveafp.com/ep-financial-life-lessons-from-mom/" target="_blank" rel="noopener noreferrer">Money Lessons from Mom – Special Mother’s Day Bonus</a> for Mother’s Day in 2018.) But those interviews were just for me. This time I’m sharing it with you.<br /> In our interview, at times bringing up swells of emotion (which for this salt of the earth, mid-western, happy go lucky Norweigan is pretty atypical) he speaks frankly about his humble beginnings in a cabin with a dirt floor in Montana, through his graduation along with his older brother from <a href="https://www.sdstate.edu/" target="_blank" rel="noopener noreferrer">SDSU</a> as a civil engineer, meeting my mom and starting a family, moving to the Tri-Cities and a long career for the federal government.<br /> You’ll really want to listen all the way to the end. About 30 minutes in, I think he started to get in the groove of the podcast and really started to open up about his personal opinions and advice to families. And he made a plug for this Certified Financial Planner Tri-Cities.<br /> Subscribe and watch this podcast on my <a href="https://www.youtube.com/channel/UC0O0cCLuhF0ghFPl79Qecqw" target="_blank" rel="noopener noreferrer">YouTube channel</a>.<br /> <br /> In this episode you’ll learn more about:<br /> <br /> * His memories about his own dad and ultimately what happened to him.<br /> * What kind of work his mom did to make ends meet?<br /> * What was the one thing that helped after a major tragedy occurred in his family?<br /> * What does he think about passing on his money values?<br /> * What are some of the most important things people should do themselves and in raising their kids?<br /> * What is something that no one ever talked to my dad about?<br /> * What’s his final piece of advice?<br /> * What are other life and money lessons from dad? Listen in to find out.<br /> <br /> <br /> Links<br /> <br /> * Like my dad says, everyone needs a good advisor. If you are a woman, somewhere… over 55, looking for a financial advisor to help you earn more, save more, invest more so you can do more, <a href="https://www.aveafp.com/schedule-a-meeting-with-avea-financial-planning/" target="_blank" rel="noopener noreferrer">reach out to Angie</a> today.<br /> * <a href="https://www.aveafp.com" target="_blank" rel="noopener noreferrer">#FinancialPlannerTriCities </a> #TriCitiesWA<br /> * This podcast is brought to you by Angie at <a href="https://www.aveafp.com/" target="_blank" rel="noopener noreferrer">Avea Financial Planning, LLC.</a>, your Financial Planner Tri-Cities.<br /> <br /> Ask Angie, Your Financial Planner Tri-Cities<br /> Have a question that you’d like to have answered on a future podcast episode? <br /> <br /> or send your question — along with your first name and the city you live in — to <a href="mailto:angie@aveafp.com">angie@aveafp.com</a>.<br /> <br /> Full podcast episode transcript. Coming soon.<br /> Episode 34.<br />
May 17, 2020
Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg
Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg<br /> Long-term care and estate planning are two financial life planning areas that everyone can benefit from. <a href="https://aveafp.us3.list-manage.com/subscribe?u=bde590757c8d3c042d6e689c9&id=c7e459663e" target="_blank" rel="noopener noreferrer">Subscribe to my newsletter.</a><br /> But it is even more so a woman’s issue.<br /> Why? Two reasons. Women are oftentimes the caregiver for their spouses. And because women frequently outlive their spouses, there is no one to care for them.<br /> Although today’s podcast is intended for everyone, without a doubt, women need to pay close attention and plan for their own care and successful outcome.<br /> Liz Wallace, estate planning and specifically, elder law attorney with<a href="https://www.agilelawfirmeast.com/" target="_blank" rel="noopener noreferrer"> Agile Elder Law</a>, joins me, Angie Furubotten-LaRosee, your Financial Planner Tri-Cities, in this discussion. We are talking about estate planning with careful consideration given to planning for asset protection and long-term care.<br /> We are hosting a free webinar this month, How to Protect Your Nest Egg and Pay for Long-Term Care. May 28th 2020 at 5:15 PM . Register here <a style="color: #0000ff;" href="https://www.aveafp.com/event/estate-planning-long-term-care/" target="_blank" rel="noopener noreferrer">aveafp.com/events</a>.<br /> This is a complex issue with many variables. I hope you will listen in and join our webinar.<br /> Subscribe and watch this podcast on my <a href="https://www.youtube.com/channel/UC0O0cCLuhF0ghFPl79Qecqw" target="_blank" rel="noopener noreferrer">YouTube channel</a>. As always, tune in to hear all the details.<br /> In this episode you’ll learn more about:<br /> <br /> * Why do most Americans not complete their will and estate plans?<br /> * What are important consequences for not completing estate planning documents?<br /> * How does estate planning even relate to long-term care planning?<br /> * 2 common mistakes you see people make.<br /> * What are risks of not having proper planning if you experience a long-term care event?<br /> * What are key steps people should take to protect themselves, their assets and their loved ones?<br /> <br /> <br /> Links<br /> <br /> * Liz Wallace, <a href="https://www.agilelawfirmeast.com/" target="_blank" rel="noopener noreferrer">Agile Elder Law</a><br /> * Reach Liz at Liz@agilelawfirmeast.com (509) 530-2380<br /> * <a href="https://www.facebook.com/AGILE-Elder-Law-100111831680532/" target="_blank" rel="noopener noreferrer">Facebook</a> and <a href="https://www.instagram.com/agile_elder_law/" target="_blank" rel="noopener noreferrer">Instagram</a><br /> * If you are looking for a financial advisor to help you earn more, save more, invest more so you can do more, <a href="https://www.aveafp.com/schedule-a-meeting-with-avea-financial-planning/" target="_blank" rel="noopener noreferrer">reach out to Angie</a> today.<br /> * <a href="https://www.aveafp.com" target="_blank" rel="noopener noreferrer">#FinancialPlannerTriCities </a> #TriCitiesWA<br /> * This podcast is brought to you by Angie at <a href="https://www.aveafp.com/" target="_blank" rel="noopener noreferrer">Avea Financial Planning, LLC.</a>, your Financial Planner Tri-Cities.<br /> <br /> Ask Angie, Financial Planner Tri-Cities<br /> Have a question that you’d like to have answered on a future podcast episode? <br /> <br /> or send your question — along with your first name and the city you live in — to <a href="mailto:angie@aveafp.com">angie@aveafp.com</a>.<br /> <br /> Full podcast episode transcript.<br /> [00:00:00] Angie Furubotten-LaRosee, CFP®: [00:00:00] Hey everybody. It’s Angie here, Certified Financial Planner, and I want to welcome you to the financial side of life podcast. So today I enjoined by Liz Wallace. Say hello to our listeners, Liz.<br /> Liz Wallace,
April 30, 2020
Ep. 32 – Washington 529 College Savings Plan – Post Covid-19
Ep. 32 – Washington 529 College Savings Plan – Post Coronavirus – What’s New, What’s The Same<br /> Washington 529 College Savings Plans update…Springtime seems to mean getting back together with Luke Minor and Jackie Ferrado from the Washington 529 College Savings Plans. I’ve checked in on the Washington 529 College Savings Plans for the last two years as my own oldest kid was nearing his freshman year of college. Here are the first two podcast interviews with them. It is time to check in again with them.<br /> <a href="https://www.aveafp.com/ep-5-dreamahead-and-get-ready-to-pay-for-college/" target="_blank" rel="noopener noreferrer">Ep. 5 – DreamAhead and GET Ready to Pay for College</a><br /> <a href="https://www.aveafp.com/wa529-plans/" target="_blank" rel="noopener noreferrer">Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make</a><br /> To watch video interview <a href="https://www.youtube.com/watch?v=xLVzPPhos4k" target="_blank" rel="noopener noreferrer">on YouTube.</a><br /> Washington 529 College Savings Plans include two plans, the <a href="https://www.get.wa.gov/" target="_blank" rel="noopener noreferrer">GET Guaranteed Education Tuition 529 Prepaid Tuition Program</a> and the <a href="https://dreamahead.wa.gov/" target="_blank" rel="noopener noreferrer">DreamAhead College Investment Plan</a> which provide families with two powerful tools to save toward college goals. You can <a href="https://wastate529.wa.gov/" target="_blank" rel="noopener noreferrer">start here</a> for info on both plans.<br /> We did this interview in the early days of the Coronavirus pandemic in the Spring of 2020. We talk about some of the effects of the recent situation.<br /> Colleges have closed, students have been sent home, families have had refunds to some extent. We talk about the impact of refunds, what is new with college savings plans, and what has stayed the same.<br /> The Washington 529 College Savings Plan are hosting Knowledge Cafes and <a href="https://www.get.wa.gov/webinars#overlay-context=" target="_blank" rel="noopener noreferrer">webinars</a> frequently. See <a href="https://www.get.wa.gov/events" target="_blank" rel="noopener noreferrer">Calendar.</a><br /> As always, tune in to hear all the details.<br /> In this episode you’ll learn more about:<br /> <br /> * What are the key things families should know right now about the two Washington 529 College Savings Plan?<br /> * What are some of the questions people are asking when they call Washington 529 College Savings Plan call center?<br /> * How are people reacting to the March drawdown in the markets?<br /> * The GET is a prepaid college savings plan guaranteed to pay future tuition. How solvent it is?<br /> * What to be thinking about if you are a current plan participant, especially if you have lost a job<br /> * What to be thinking about if you want to start saving for college.<br /> * Why saving is more important now than ever.<br /> <br /> <br /> * Washington 529 College Savings Plan <a href="https://wastate529.wa.gov/" target="_blank" rel="noopener noreferrer">main website</a> and <a href="https://www.facebook.com/WA529/" target="_blank" rel="noopener noreferrer">Facebook</a>.<br /> * <br /> <a href="https://www.aveafp.com/ep-5-dreamahead-and-get-ready-to-pay-for-college/" target="_blank" rel="noopener noreferrer">Ep. 5 – DreamAhead and GET Ready to Pay for College</a><br /> <a href="https://www.aveafp.com/wa529-plans/" target="_blank" rel="noopener noreferrer">Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make</a><br /> <br /> * Watch this podcast on my <a href="https://www.youtube.com/channel/UC0O0cCLuhF0ghFPl79Qecqw" target="_blank" rel="noopener noreferrer">YouTube</a> channel The <a href="https://www.youtube.com/channel/UC0O0cCLuhF0ghFPl79Qecqw" target="_blank" rel="noopener noreferrer">Financial Side of Life</a>.<br /> * If you are looking for a financial advisor to help you earn more, save more,
15 total episodes available
Deep-dive analytics for Financial Side of Life
Frequently asked questions
Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.
- What is Financial Side of Life?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
Legal Disclaimer
Pod Engine is not affiliated with, endorsed by, or officially connected with any of the podcasts displayed on this platform. We operate independently as a podcast discovery and analytics service.
All podcast artwork, thumbnails, and content displayed on this page are the property of their respective owners and are protected by applicable copyright laws. This includes, but is not limited to, podcast cover art, episode artwork, show descriptions, episode titles, transcripts, audio snippets, and any other content originating from the podcast creators or their licensors.
We display this content under fair use principles and/or implied license for the purpose of podcast discovery, information, and commentary. We make no claim of ownership over any podcast content, artwork, or related materials shown on this platform. All trademarks, service marks, and trade names are the property of their respective owners.
While we strive to ensure all content usage is properly authorized, if you are a rights holder and believe your content is being used inappropriately or without proper authorization, please contact us immediately at hey@podengine.ai for prompt review and appropriate action, which may include content removal or proper attribution.
By accessing and using this platform, you acknowledge and agree to respect all applicable copyright laws and intellectual property rights of content owners. Any unauthorized reproduction, distribution, or commercial use of the content displayed on this platform is strictly prohibited.