Category: Financial Planning

It’s almost the end of the year! Are you ready for your last meeting of the year with your financial advisor? In Episode 43 of “The Heart of Your Money,” I cover everything you should take into consideration for this meeting, and why it’s important. Show Notes: Hey there, and…

  Ready for some retirement inspiration? Listen to this tale of The Perfect Retirement with Bryce Buchanan! I want you to hear this. I haven’t been this excited about one of my podcast episodes in a long time. Why you ask? Because I sat down with Bryce Buchanan to talk…

We all think about what age and year we will retire, but have you given some thought to what month of that year will give you the most bang for your buck? You should. Think about it. What time of year do you… Get your annual bonuses? Have a fiscal…

Everyone knows when you’re driving, green means go, yellow means we proceed with caution and you press on those brakes when you see red. Same thing goes for seeing red flags when doing your financial planning. What do I mean by retirement red flags? I’m talking about all the things…

The COVID-19 pandemic has changed pretty much every aspect of our lives over the past 20 months, including our spending. We’re spending less on entertainment, cooking at home more and not using those pricey gym memberships. Have you given any thought to what will happen with your spending habits when…

How many of you have had the post-holiday trip down guilt lane after you see the credit card bills coming rolling in? I know I have – and it sucks 🙅 My hangovers would either come from buying the quickest, cheapest gift with no meaning or love behind it or…

In this episode I’m going through your financial fall reset checklist. As the CEOs of our families, we want to make good financial decisions that align with our values and allow us to live the lives we want. And sometimes it takes a little reset to get us back on…

On this week’s episode of “Heart of Our Money Talks,” I’m digging into pensions—the pros and cons of switching where and how your pension money is living. In recent years we have seen companies starting to change up their pension plan structures and move away from defined benefit plans, which…

Buying real estate is exciting – super terrifying at times – but really exciting. And it can be easy to get caught up in falling in love with a house and making an offer you can’t necessarily afford or using every penny that the bank is willing to offer you….

Have you ever wondered what is sabotaging your relationship with your hard-earned money? Maybe you feel angst about spending or can’t seem to keep money in your account because you feel a need to get rid of it? Spoiler, it all has to do with understanding your money story and…