Receiving sudden wealth can feel like a dream. However, without the right plan, wealth can quickly become overwhelming and even a … [Read more...] about 6 Insights to Managing Sudden Wealth- Avoid costly mistakes and protect your windfall – Ep160
Help Me Find Time to Manage My Money – Ep159
If you’ve ever felt like managing your money keeps getting pushed to the bottom of your list, you’re not alone. You’ve worked hard to … [Read more...] about Help Me Find Time to Manage My Money – Ep159
Are Medical Sharing Programs the Solution? – Ep158
Healthcare costs remain one of the biggest concerns for pre-retirees and retirees. Many people feel frustrated by rising premiums, limited … [Read more...] about Are Medical Sharing Programs the Solution? – Ep158
3 Common Estate Planning Mistakes – Ep157
Too often, estate planning is treated as an afterthought—something people only address when there’s urgency or a crisis. In my 36 years of … [Read more...] about 3 Common Estate Planning Mistakes – Ep157
Should I Invest in a Roth IRA? – Ep156
Most people have heard of the benefits of a Roth IRA, but aren’t fully sure how they work or whether they should use one. A Roth IRA can … [Read more...] about Should I Invest in a Roth IRA? – Ep156
Triggers, Distractions, and Your Worth Barometer – Ep155
Many people are feeling more stress, fear, and anger than ever before. And it is easy to get caught in a loop with what is happening in … [Read more...] about Triggers, Distractions, and Your Worth Barometer – Ep155
