Episode Details

*** This recording is for educational and entertainment purposes only. It should not be viewed as personalized financial advice and is not a substitute for consultation with your financial representative. Any reference to third-party websites are provided for information purposes only and are not endorsed by CommunityAmerica. Please visit CommunityAmerica.com to learn more about how we can assist you in achieving your Financial Peace of Mind.***

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About Alex Borgardts

Alex is a Wealth Advisor with Wealth Management by Community America.

He helps his clients understand the 'WHY' behind their goals and aspirations.

His goal is to make the financial planning process seamless so that the path to a meaningful life full of freedom, comfort, and peace is clearer and more attainable.

Alex is also an Officer in the Army Reserve and is proud to serve our country.

In his spare time, Alex enjoys going to the lake and barbecuing with his spouse.

About Amber Ogle

Amber Ogle lives in Olympia, Washington, and is a wife and mom to seven kids. She is the founder of the ELGO – Everyday Love Giving with the Ogle's Facebook page. Amber is passionate about teaching her seven children how to give back to the community. She believes in creating a ripple effect by being a go-giver and hopes to impart that quality to her children and others in the community.

• "A penny saved is a penny earned." - Benjamin Franklin
• "First and foremost, I think an important part of financial planning is making sure that you have the groundwork played and you've got some security."
• "I think the last item that I'd point to is investing in yourself. So, if you have all those financial planning goals, both short and near term in place, you might consider ways that you can add a return on investment in your career or your life in other ways."
• "And I think hope is a vitamin in our life that we need to just keep moving forward."
• "Plant seeds inside your soul that you want more of. It's better than any high you can ever get. I believe it's a high of giving."
• "My mom always said to me when I was young to plant trees that you'll never sit under, do for others without expecting anything in return, because that's just who you are. And that stuck with me as a child."

What to do with a large sum of money and how to integrate your long and short-term financial goals. And learn how to teach your children to give back to their community with a heart full of compassion.

• The first step to financial planning is making sure you have security with an emergency fund.
• The next thing Alex suggests you do is pay off any high-interested debt.
• A few ways to use a large sum of money, like a tax return, include: investing in your child's future, investing in your business, or investing in your career.
• When setting up an emergency fund you