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Dec 30, 2021

Do you have your 2022 goals and resolutions ready? Even if you can’t keep up with all of these throughout the year, try revisiting them and see how you can implement them within your life and financial plan.  

Reduce Your Debt – This one is different for everyone. Whether you have student loan debt, consumer debt,...


Dec 21, 2021

Christmas is just around the corner! On today’s episode, we’ll be discussing some of the things we can do as a gift to ourselves when it comes to retirement planning and our finances. 

Don’t Overreact to the Headlines 

Headlines come in a variety of forms. Make sure you aren’t overreacting to what you hear or...


Dec 16, 2021

After paying into the system throughout your working career, many people believe that their Social Security benefits will be tax-free income in retirement. But the truth is you could end up owing quite a bit more depending on what other income you are generating.

We recently received a question from a couple that was...


Dec 9, 2021

We all have some sort of understanding when it comes to personal finance. If you’re reading this or listening to the podcast, you’re probably above average when it comes to taking care of your money.

But there’s more to it than most people assume. Personal finance refers to how you manage your money and how you...


Dec 2, 2021

Are you spending your money in a way that makes you happy? We all know the saying, "money can't buy happiness". However, studies have shown that the way we spend our money really does impact our overall happiness. On today's show, we will be going over some spending principles and their impact on our life. A lot of...