Through my own journey of struggles and triumphs in my relationship with money, my hopes are to make savings and investing fun and understandable - teaching you some tips & tricks along the way! I understand the world of finance is confusing and boring, so let’s do away with those things that do not serve you and find some practical and palatable ways to help you apply key concepts to your financial situation. This podcast is meant to be a place of information to help you apply knowledge to your specific needs & desires related to your finances.
We've all been there: that blank stare on your face when you are giving a plethora of options for your employers benefits plans. You probably decided to steer away from the more complex benefits in fear of being sucked down a dark hole of confusion. That typically is the case with HSAs and FSAs.
Worry no longer because in this podcast, I'm going to break down the main components of each of these plans. They are similar in their mechanics but very different in their application. Learn about how you can save some money by contributing to an HSA or FSA!
12 Nov 2020
Healthcare - OPEN ENROLLMENT!
Learn about the importance of the Affordable Care Act (Obamacare) and key terms to know when selecting a healthcare plan that is best suited for your needs! Go to www.healthcare.gov and enroll today! Open enrollment is from November 1 - December 15, 2020.
22 Oct 2020
Interest-ing
Have you ever wonder what APR stands for or what are interest rates? In this episode, we'll dive into interest rates - what they are and why they matter! If you have a savings account, you may find this episode very helpful to understand the nuances of your interest accrual. If you have ever wanted to open a savings account, then this too is a great place to start understanding interest rates!
8 Oct 2020
The VP Debate - Trump Tax Plan
You probably have heard this administration talk extensively about the Trump Tax Plan, or officially known as the Tax Cuts and Jobs Act. They have been talking about it more recently in this election cycle - the fear of it being taken away by a Biden/Harris administration. Pence doubled-down in the VP debate, saying it would hurt the middle class and hard-working Americans. But what exactly has the TCJA done for everyday Americans, and why are they so afraid of it being taken away? Find out while I dissect a very distinct, yet powerful part of this historic tax cut.
CORRECTION: the top corporate tax rate was 35%, mistaken for the previous top individual tax rate.
1 Oct 2020
Money and Value
There’s no doubt that in today’s society, money rules. From being able to determine where you can live to what activities you can participate in (pre-COVID of course), money serves a very important role in our lives. It shouldn’t be any surprise that the topic of money is one of the most important subjects in our lives, and yet it is the most confusing and difficult thing to manage. Learn about money's origin and how we can reshape our understanding of what value money brings to our lives!
25 Sept 2020
Welcome to the Holistic Budget Podcast!
Welcome to the Holistic Budget podcast! This episode is more of an introduction to the heart behind this podcast.
25 Sept 2020
Holistic Budget (Trailer)
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