While most people don't love paying income tax on money earned, they expect and plan for it. However, getting an unexpected tax bill or … [Read more...] about Navigating and Minimizing Taxes in Retirement
Money Mistakes Wealthy People Avoid – Ep47
Have you ever made a money mistake? Who hasn't, right? Here is the million-dollar lesson. Did you learn from it, or did you repeat … [Read more...] about Money Mistakes Wealthy People Avoid – Ep47
4 Steps to Managing Sudden Wealth – Ep46
Think about how sudden wealth occurs - one day, your life is good, and the next day, you are wealthy. In an instant, your life changes … [Read more...] about 4 Steps to Managing Sudden Wealth – Ep46
Financial Confidence and a Secure Financial Future – Ep45
Financial confidence plays a crucial role in making wise and informed money decisions. A 2023 NerdWallet survey revealed that … [Read more...] about Financial Confidence and a Secure Financial Future – Ep45
3 Steps to Manage Anxiety About Money – Ep44
Money anxiety is also called financial anxiety. Financial stress is one of the primary sources of anxiety. As the cost of living continues … [Read more...] about 3 Steps to Manage Anxiety About Money – Ep44
How to Choose a Financial Advisor – Ep43
Is your financial situation complex? For example: Do you own multiple investments? Will you need to update your estate plan? Do … [Read more...] about How to Choose a Financial Advisor – Ep43