Money scams continue to rob people of their hard-earned money. In fact, the Federal Trade Commission reported that consumers lost almost $8.8 billion to scams in 2022, up 30% from 2021. Technology advances, including AI, are furthering scams and making it more challenging to determine what is legitimate versus fraudulent. Therefore, it is paramount that […]
Managing Money Anxiety Disorder – Ep78
Money anxiety disorder (MAD) is becoming more common among people of all ages. More than ever, people feel the squeeze, from the rising cost of goods to increasing insurance prices. Don’t just take my word for it; it’s now a diagnosable condition. In today’s episode, I’ll give you insight into managing these feelings and improving […]
4 Tips on How to Spend Money Wisely – Ep77
By spending your money wisely, you’ll have more to invest in yourself and the people you love. Most of us want to make the most of our money. And making smart money decisions is critical to securing your financial future. Today, you will learn how to spend money with your best interests in mind so […]
What Happens When Someone Dies Without a Will?
Most people have no idea how dying intestate (without a will) will impact their loved ones. They are also unaware of the probate process or how assets such as life insurance pass when a person dies. Understanding the problems Most people want to know how to easily transfer or distribute assets such as bank accounts, […]
How Do I Invest My Money and Retirement Assets? – Ep76
One of the most common questions I receive is “How do I invest my money?” Since the market is at an all-time high and I am making some major changes to my personal portfolio, I decided to provide an update on what I am doing. Please note: this is not investment advice, and I am […]
The Right and Wrong Trustee of a Trust – Ep75
Choosing the trustee of a trust is a major decision that can have excellent or devastating consequences to your estate plan. Therefore, it is critical that you take different scenarios into account when selecting a trustee. Today’s episode will provide you with insight so you can select the best person. Estate planning and the various […]
