Finding your “Why” Regarding Personal Finances How many of you feel the Global Shutdown changed your priorities—financial or otherwise—over the past two years? Just know, you’re […]
Kids & Money E14 Bill Slover is the guest for this episode, and he shares the financial lessons on how to budget money that he learned from his parents.
The Oracle of Omaha and the Loquacious Lama of Lake Wales Investing: It’s either impossibly tricky or simple as pie, depending upon your frame of mind, but what about details like inflation? […]
When Opportunity Strikes What happens when the perfect opportunity comes your way sooner than you anticipated? My husband and I faced this situation […]
SPRING HAS SPRUNG It’s Spring! It’s Spring! The bird is on the wing! My word! That’s absurd… The wing is on the bird! […]
Financial Planning for Life After Losing a Loved One None of us gets out of here alive. That’s what my dad told me when I was sad over losing […]
Annual Financial Wellness Checkups & Second Opinions Having a career in the health and wellness industry yourself, you certainly understand the importance of routine health checkups to […]
Leadership Discussion, Part 2 I am starting this chat with you based on the assumption that you want to build something. It’s a pretty […]
College Savings Plans: A Great Way to Save for Higher Education Do you have a child or grandchild who will likely be attending a higher education institution in the not-too-distant future? […]
Tackling Asset Classes Like a Football Fan It’s football season, and my heart is happy. What does that mean for asset classes, financial markets, or my planning, […]
Risk & Reward Podcast Episode 14 One needs good practical advice regarding portfolio investments to reduce the fear of investing in fostering positive gains in life and finances.
Make Wise Decisions for a Life Worth Celebrating “Let the wise listen and add to their learning, and let the discerning get guidance,” says Proverbs 1:5. We often […]
