
Do you have some financial regrets? We all do! Today we'll tackle the most recognized regrets from a national poll, and how to change your path going forward. As a bonus we'll also review the first half financial highlights and what, if any, changes you should consider.
Jul 20, 2023
21 min

If you thought your student loans would evaporate thanks to your benevolent government, unfortunately that is not the case. Student loan forgiveness was shot down, for now, by the Supreme Court. What does that mean for you? Tune in to learn what's next...
Jul 11, 2023
21 min

What's your gig? Do you have a side hustle? What the heck are you doing to make money is what I'm really asking? If you are living in the gig economy driving for a rideshare, tik tok phenom, profitable podcaster, or you just do a little construction work on the side; there are retirement plans for you to consider. In this episode we'll dive into Solo 401ks, SEP IRAs, and Traditional IRAs. What are the pluses and minuses with each plan and why you should get started today!! Don't fast forward because this could save you money today and your future retired self will thank you.
Jun 21, 2023
18 min

Two-thirds of college students call themselves bettors! Many call themselves "high frequency" gamblers in a survey by the NCAA. That's horrendous!! And it spills into your working years. If you want to bet on sports, nobody's stopping you. I would if I could. If you gamble with your retirement account you may end up on the wrong side of the bet! Today we talk about a bettor plan for your savings and how to increase it each year.
Jun 14, 2023
20 min

I know, I know if I asked you to research funds for your retirement account you would rather curl up in a ball and scroll puppy videos. Maybe there's a simple solution to your retirement investing?! Today we'll talk about Target Date Funds and discuss the benefits, drawbacks, and additional costs.
Jun 5, 2023
21 min

We're all biased. Don't tell me you're unbiased. You're not. Your biases affect how you manage your money. Do you follow the herd? Are you terrified to lose money? Are you overconfident? Yep! We all are! So learn what your biases are and how to recognize them to make better financial decisions.
May 26, 2023
20 min

Do you have an MFA (multi-factor authentication) process or a VPN (virtual private network)? If you don't you may be SOL (sh.t outta luck) when it comes to protecting your data! Joining me this week is a professional hacker. Tate works for CrowdStrike, which is a cybersecurity firm entrusted by the largest companies in the world. He gets paid to hack into their systems and report back how they can improve. What a cool gig!! He'll share how individuals can up their game when it comes to improving their own online security. Give us 30 minutes and it may save you from being hacked!
May 23, 2023
32 min

Where there's a Will there's a way! That's how the saying goes. I would argue if there is no Will then there is still a way. Just probably not the way you want. I'm talking today about having your estate documents i.e. - Will, POA, Healthcare Directives in place. How do you start a Will? Where do you get it? Why do you need it? What if you don't have one? We'll dive into these fun filled topics while I'm on the road atop the hills in Sunny Seattle!
May 19, 2023
19 min

FRIEND with Bennies. Of course I'm talking about understanding your work benefits from your employer. I don't know what you were thinking about! HMO, PPO, FSA, HSA, 401k...it's a whole different language for most of us. In this episode we'll highlight what you should pay attention to when open enrollment comes around. And what changes you can make to your benefits right now that will benefit you later. See what I did there?!
May 12, 2023
21 min

Buying a house, managing debt, saving for retirement, Nashville trips... So many adult decisions! Today I chat with ABBY , a real live Gen Z'er to find out what financial conundrums she is facing and where she goes for answers. And yes I know the editing needs some work but the content is awesome so I wanted to share it.
May 11, 2023
39 min
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