Apr 3, 2023
Let’s talk about money and mindset. How you think about money has a lot to do with how you make and spend it. And when you feel yourself getting stuck in a place of scarcity, there are things you can do to redirect your mindset to a more helpful place. Whether it’s just for you or your planning financially for your...
Mar 27, 2023
Those investment records of yours? 🤔 They need to be organized—for security and for ease. Of course it can be so much easier said than done. So where’s the best place to start? Well, when it comes to getting your paperwork in order, it helps to create a streamlined, secure system for storing your records. All the...
Nov 8, 2022
Dread the holiday money hangover? Then avoid it altogether with my holiday challenge that will keep you from overspending & feeling guilty heading into the new year.
Oct 3, 2022
In this week's episode, we take a look at the financial steps you
should take when your spouse dies.
Whether you're married or not, it's important to have a plan in place for any eventualities. But what happens if your partner dies? How will you manage your finances? Do you know what to do in that event?
If you want...