Category: Financial Planning

  This week’s podcast episode has me all fired up! Tune in to find out my top 3 tips for getting the most of out your relationship with your financial advisor, including … ✅ Demanding a financial plan from your advisor. You deserve it! ✅ Seeking comprehensive advice beyond just…

In my latest episode, I’m sharing my top 3 tips for a peaceful retirement: 🌟The importance of planning for long-term care expenses in retirement 🌟Downsizing as an option to fund care costs 🌟And the significance of open family discussions about care preferences These 3 aspects ensure a secure and comfortable…

Good things come in 3’s. And in this podcast episode, I get personal and share 3 key things that I have learned in my personal journey: ✨Money matters ✨Motivation matters ✨Tribe matters Money goes beyond numbers, representing dreams and values. Motivation drives success by understanding your “why” and staying connected…

In my latest podcast episode, I’m sharing my top 3 financial tips to kickstart an abundant future in your 30’s. Things like … Building a strong financial foundation in your thirties by managing cash flow, saving for emergencies, paying off debt, and planning for retirement. Investing in yourself by advancing…

In my latest episode, I’m talking all thing financial benchmarking for your 40s and what’s the most important things to have in place (financally-speaking), such as… ✅ Focusing on developing a financially fit mindset, setting boundaries, and saying no to unnecessary expenses ✅ Having important conversations about wills, power of…

In my latest podcast episode, I discussed three key points for individuals in their fifties. Firstly, prioritize retirement planning and address the sense of urgency, considering both financial and physical well-being. Secondly, manage finances wisely by paying off debts, maximizing work pensions, and utilizing critical illness benefits and group life…

In my latest podcast episode, we discussed three transformative questions by life planning pioneer George Kinder. They encourage us to envision financial security, consider life changes in the face of limited time, and confront our mortality’s impact on our aspirations. By aligning our finances with our values and embracing these…

Being totally FREE can be totally stressful … … especially when it comes to entering retirement. In fact, this newfound freedom can be overwhelming. If you don’t plan for this transition beyond the financial, you could get stuck. Retirees who don’t consider the emotional and lifestyle factors influencing this transition…

This could make or break your retirement plan. Having your retirement plan go sideways is a big deal—especially if you’re already in it. So how can you prevent that from happening? First, it’s important that you … Enter retirement debt free Build a cash savings Keep tabs on your spending…

Should you relocate in retirement? You may consider making an international move during your retirement—especially if it will save you money. But before you decide whether it’s best to make a move, you will want to weigh the pros and cons. Saving money is great, but it’s not the only…