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The Heart of Your Money

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. 

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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...


Sep 26, 2022

This week's episode is all about why you need to update your financial plan, even if it seems like you've got it all figured out.
It's not just about making a financial plan, but ensuring that your plan is up to date with the current goals in your life. Whether that means your kids are grown and gone from the house, or...


Aug 1, 2022

When the stock market is in a bear market, it can be tempting to try to make up for lost ground by taking on more risk. But that's precisely what you shouldn't do. Listen to this week's episode for a lesson on staying the course.

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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