Category: Financial Wellness
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Renting a Home Can Be a Great Idea
I talked last week about home ownership and asked the question, should you own a home? Because of skyrocketing housing prices, a lot of people have made a lot of money in real estate. Most of those a lot of people are older, and most of them are likely parents. This is how advice becomes…
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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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Financial Stress Can Be Lasting, Be Kind
I spoke on the podcast this week with two friends of mine, who are also therapists about dealing with stress, and coping with the challenges that come from financial instability. The reality is that most financial duress we find ourselves in, so not easily remedied. Even the most simple solutions might take weeks to implement,…
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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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Ethical Investing Ep. 21
This week I waded into a topic that’s as complicated as it is nuanced, Ethical Investing. This is the beginning of a series I’m working on looking into ESG investing, how to build ethical portfolios, as well as how to think about investing with a purpose. This week I’m getting started with some of the…
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Talking About Financial Exclusion
When we talk about managing personal finances there’s a lot of generalities that get thrown out there. Money has a lot of institutional structure around it, so there’s often an idea that money works the same for everyone. The unfortunate reality is that there are many. many ways that people are disadvantaged or excluded from…
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Financial Concerns for Queer and Trans People Ep. 20
Join me as I talk about several different potential financial concerns for folks in the 2SLGBTQIA+ community. There are unique challenges faced by different members of the community. There’s can also be tremendous difficulty in accessing financial services. Focusing on your goals, asking questions, and finding your people are key to successfully navigating these institutions.
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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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Why Family Finances Matter to Me
How families talk about money was a foundational part of why I wanted to become a financial planner. Money was a big topic of conversation growing up, and there was a lot of stress around that conversation. Some of my earliest memories are of my parents talking to me about money, and mostly about how…
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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…