Category: Let’s Talk About Financial Wellness
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Thinking About Taxes Ep. 35
Join me as I talk about taxes, with tax season swiftly upon us I thought I’d spend a little time talking about how to keep organized, and make your taxes a little less stressful. I’m sorry for the delay on this one, I’m still getting over a rough cold, but I’m hoping to be back…
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How to Plan for Retirement Ep. 34
Join me as I talk about retirement, and how to plan for it. Retirement is a tough thing to plan for, but the most important step is to get started. I’ll be talking about making the most of the tools in your retirement toolbox and the importance of having flexibility. You can find me on…
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How to Manage a Rental Property Business Ep. 33
Join me as I talk about how to manage a rental property. Starting a rental business can be intimidating, there’s a lot to learn in order to be successful but going in with a good plan, strong fundamentals and a few of the tips I share in this episode can set you up for the…
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Adapting to Change Ep. 29
Join me as I talk about how to keep on top of changes in your life and avoid financial struggles in the future. Life is full of changes, both positive and negative, but a little planning and consideration can keep the bad days to a minimum and make good days better. You can find me…
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Financial Tips to Keep Your Holidays Stress Free and Fun Ep. 28
Join me as I talk about how to reduce your financial stress during the holiday season. There’s a lot of pressure to spend more then you’d like to, and to make the most of every moment, but then feel deflated when the bills come in January. This episode contains some tips and ideas to reduce…
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How to be a Wealthy Renter Ep. 26
Join me as I talk about how to approach your long term financial goals, without home ownership. There are a lot of benefits to renting, and being a renter doesn’t mean you can’t get ahead, and prepare for the future. I’m also back after a little hiatus, we welcomed our first child to the world…
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Should You Own a Home? Ep. 25
Join me as I talk about whether home ownership is right for you. Owning a home has long been seen as a milestone that you need to achieve, rather then one of many ways to put a roof over your head. Achieving your goals and getting what you want out of life is more important…
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Mental Wellness for Financial Wellbeing Bonus Ep. 2
Join us, for a special discussion on mental health and wellness, with tips and tools to make handling financial issues easier. With special guests Cindy Voegeli and Derek Voegeli, both Certified Psychotherapists with CD Therapy. We’ll be discussing how to handle financial stress, how to build resiliency to tackle tough financial situations, as well as…
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How to Choose a Financial Advisor Ep. 19
Join me as I talk about choosing a financial advisor. I’ll be discussing the two most important ways to grade an advisor. As well as providing some insight on how to determine whether an advisor will be a good fit for you. Your choice in advisor can have a huge impact on your financial future,…
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Talking About Money Amongst Family Ep. 18
This week I’m talking about inter-generational finances and how to approach and discuss money amongst family. I must say this one ended up feeling a lot more introspective for me then I thought it would! How families talk about money was a foundational part of why I wanted to become a financial planner. Money was…