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Managing Finances and Communication as a Couple

Episode 37

When it comes to finances, money conversations can be a difficult topic for some couples. Surprisingly, it’s also common for couples to be clueless a…

5 years, 2 months ago

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Understanding the Framework of Medicare with Mary Beth Franklin
Understanding the Framework of Medicare with Mary Beth Franklin

Episode 36

Income streams and social security benefits are important aspects of retirement, but it’s important to also consider another critical factor: Medicar…

5 years, 2 months ago

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Loss Aversion: Combatting The Difficulties Of Investing

Episode 35

Investing is difficult, and for some of us, it’s very hard to begin the process. Not only are we cautious of starting, but we can become cautious abo…

5 years, 2 months ago

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The Link Between Life Transitions And A Happy Retirement with Nancy Schlossberg
The Link Between Life Transitions And A Happy Retirement with Nancy Schlossberg

Episode 31

Life transitions can be exciting and challenging. Throughout our lives, we experience many changes and shifts that will impact our outlook on things.…

5 years, 2 months ago

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Examining the Housing Market and the Best Places To Live

Episode 33

Should you stay? Should you go? Should you rent? Everyone wants to know! Real estate prices fluctuate constantly, making it challenging to predict wh…

5 years, 2 months ago

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Exposing the Misconceptions of Wealth Building with Jean Chatzky
Exposing the Misconceptions of Wealth Building with Jean Chatzky

Episode 32

Money can be a difficult subject for many. If we’ve learned anything from the pandemic, it’s that we are not always at fault for being financially un…

5 years, 2 months ago

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Perfection vs. Participation: The Quest for Timing Investments in the Stock Market

Episode 31

Is there an ideal moment to invest in the market? It’s a question that worries many investors each time they put money in the market. The answer to t…

5 years, 2 months ago

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Changing Your Money Behavior with Leisa Peterson
Changing Your Money Behavior with Leisa Peterson

Episode 30

Money can impact your life in positive and negative ways. While many of us are mindful of our money, we don’t always realize how money influences our…

5 years, 2 months ago

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The Social Habits of the Happiest Retirees

Episode 29

A rewarding retirement is not just about having enough money to live comfortably. At the end of the day, there are some things that money can’t buy. …

5 years, 3 months ago

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Wealth Creation in America and Utilizing a Financial Advisor with Brian Preston
Wealth Creation in America and Utilizing a Financial Advisor with Brian Preston

Episode 28

When it comes to generating wealth, everyone wants to “get rich quick”. Little do people know, the easiest way to accomplish this is through a slow p…

5 years, 3 months ago

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