Dec 20, 2021
Ever heard of a RIF? Don’t worry if not! I’ll explain what it means for you & your retirement in my latest podcast episode. Listen here.
Dec 13, 2021
Do you know how your financial planner gets paid? Because it matters - it may affect the quality of your service and bottom line. Learn why you need to know how they make their money here.
Dec 6, 2021
It’s almost a new year, so it’s time to get your end-of-year financials in order. In this podcast I’m going over how to close out 2021 & set up for 2022 success.
Nov 29, 2021
The end of the year is quickly approaching! Have you prepared for your last meeting with your financial advisor? Take a listen for my tips and tricks to get ready.
Nov 22, 2021
Worried about your upcoming trip? Don’t worry, tune in to my latest podcast episode for my tips for peace of mind on your travels! If you want more resources and show notes, check out