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Common Financial Terms Explained (And Why It Matters More Than You Think)

May 15th, 2025|Categories: Podcast|Tags: , , , , |

The words we use around money matter. We’re breaking down common financial terms you hear all the time and why understanding them could make a real difference in your confidence and financial decisions.

Mother’s Day Special: The Gift of Financial Security

May 1st, 2025|Categories: Podcast|Tags: , , , , , , , |

This Mother's Day, flowers and cards are great, but there’s another gift you can give — helping make sure the important women in your life are financially strong for years to come.

Turning Savings Into A Real Retirement Plan

April 17th, 2025|Categories: Podcast|Tags: , , , , , |

We got a thoughtful question from Amanda last week, who said: ‘I’ve been saving for retirement, but I’ve never actually made a plan.’ And she’s not alone. There are plenty of people who’ve built solid savings but haven’t connected the dots to what retirement will actually look like. So today, we’re talking about the first steps to turn good saving into a great retirement plan.

Is 2025 A Bad Time To Retire?

April 3rd, 2025|Categories: Podcast|Tags: , , , , , |

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?

Presidential Missteps & Retirement Planning: What NOT to Do

April 3rd, 2025|Categories: Podcast|Tags: , , , , , |

Great leaders make great decisions, but even presidents have made mistakes. And just like in history, financial missteps can have serious consequences. Today, we’re looking at some of the biggest blunders in presidential history and how they translate into retirement planning mistakes you’ll want to avoid.

Spring Cleaning for Your Finances: A Marie Kondo Approach to Money

March 13th, 2025|Categories: Podcast|Tags: , , , , |

Spring is in the air (or at least it will be soon) and for some, that means it’s time for spring cleaning. Marie Kondo is considered an expert in tidying and decluttering, and wrote the book, “The Life-Changing Magic of Tidying Up.” Let’s take some of her quotes and concepts about tidying up and apply them to your financial life…

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