by walter | Mar 23, 2023 | Behavioral Finance, Finances, Podcast
Spring has officially sprung, so in the spirit of the season we are going share some financial spring-cleaning tips in today’s episode. Getting organized and eliminating clutter in your finances not only feels great but can oftentimes uncover hidden expenses that you...
by Shari Rash | Mar 14, 2023 | Financial Planning, Retirement, Retirement Income Planning, Uncategorized, Women and Money
Money and Financial Planning for Divorced Women Taking Control of Your Finances Subscribe to my posts via email.* * indicates required Email Address * First Name *Privacy Policy: We hate SPAM and promise to keep your email safe. Divorced Women it is time for...
by walter | Mar 9, 2023 | Behavioral Finance, Podcast
Do you ever feel like your retirement planning goals are always moving? You’re not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we’re diving deep into the psychology of...
by Shari Rash | Jan 10, 2023 | financial family office, Financial Planning, Millennial Money, Retirement, Retirement Income Planning, Women and Money
What Should Stay at Home Moms do with old 401k? Financial Planning for Stay at Home Moms – Part 2 Subscribe to my posts via email: Name Email Address 9 + 7 = Sign Up Financial Planning for Stay at Home Moms: Roth Conversions What should Stay at Home Moms do with...
by walter | Dec 9, 2022 | Podcast
Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. In this episode, we’ll cover 5 mistakes people make in...