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.
Have You Lost Track of a Retirement Account? Picture this: You’re driving down a highway, windows down, music blasting, and your arm is hanging out the window. In […]
The Next Chapter E1 In the first episode of The Next Chapter, a former business owner turned advisor shares her personal finance journey and passion for helping others plan for life’s next stage. Listen now.
Jackie, Twain, and the CPI Walk Into a Bar… Jackie Wilson said, …, no, wait. That’s the title of a Van Morrison song. I was thinking of Mark Twain. […]
Happy February! Hello, Greetings and Salutations. Happy Abraham Lincoln (12th), Susan B Anthony (15th), George Washington (22nd), and (belatedly) Punxsutawney Phil (2nd) […]
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 […]
Contrary to Commentary E2 Tune into our latest podcast episode, where we discuss the concept of financial freedom and how personal values shape financial behaviors and lifestyle choices across different generations.
Maximize Your Employee Assistance Program to Make 2024 Your Best Year Yet! My mission continues, my friends! If you missed my last post, 2024 Guide to Maximizing Employer Retirement Benefits: Don’t Leave Money […]
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 […]
Gotcha Politics For some time now, and more recently to a much larger degree, “gotcha” politics has become popular. Gotcha politics can […]
Life Lessons from My Father: A Financial Advisor’s Perspective Boy, do I need to hear what I am about to write. I am a few weeks into my father’s […]
Press On Good Steward Daffy and Elmer break into a warehouse and start helping themselves to some heavy oak barrels. “Is this whiskey?” asks […]
