The Next Chapter E6 with Michael Walker Explore Michael Walker’s journey to retirement, the financial twists and lessons learned, and how it shapes Lorrie’s approach as a financial advisor.
Fireworks, Freedom, and Financial Independence: What does it really mean? Every Fourth of July, we gather as a family to celebrate freedom. Fireworks in the sky, burgers on the grill, […]
Hope-Fueled Finances At an early age, my two younger sisters both proclaimed their goal to grow up and become registered nurses. Rachel […]
Brains, Beliefs, and Bank Accounts: Understanding Financial Behavior We sat at lunch and she shared with great excitement news of her new job earning twice her previous salary. […]
Contrary to Commentary E9 Explore how legacy planning is evolving in today’s economic climate. From inflation’s impact to changing family dynamics, this podcast breaks down what legacy looks like now.
Celebrating 5 generations of Financial Planning for one family! It hit me like a ton of bricks. We recently opened up a 529 college savings account for a new […]
Lessons Learned from a Lifetime Love of Basketball I stood on the free-throw line as a 14-year-old. There was no time left on the clock. The score was […]
Ho Ho Ho Once again it is time for your monthly dose of wisdom and witticisms, which begs the question: What, pray tell, […]
The Long View: In Zach’s Own Words Kurt has done a great job introducing me in a few of the last few blogs, but now he has […]
How Sara Penny Found Freedom Through Hiking and Financial Planning On a recent episode of the “Health and Wealth” podcast, I had the pleasure of speaking with Sara Penny, an […]
2024 Guide to Maximizing Employer Retirement Benefits: Don’t Leave Money on the Table! This year, I am on a mission! A mission to help my fellow millennials and other generations maximize employer retirement […]
2024 Travel Plans It’s March. How are your travel plans shaping up for this year? If you are like me, uhm, well, I […]
