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The Heart of Your Money

Feb 24, 2025

What does your ideal retirement lifestyle look like? 

Before diving into investment strategies and portfolio allocations, we need to start with a more fundamental question: What truly matters to you? 

In this episode of Heart of Your Money, we explore how understanding your core values transforms financial planning from...


Feb 10, 2025

Ready to structure cash flow in retirement but feeling overwhelmed? 

While it might not be the most exciting topic, creating a clear system for your retirement income and expenses is crucial for a stress-free future. 

In this episode, I'm breaking down a simple yet effective two-bucket approach to managing your money in...