Dec 29, 2021
Taking out a line of credit on your home can be a great wealth management strategy, but it can also feel like a scary process. Who should you get the loan through? How long do you have to pay it back? Why should you even do it in the first place? On this episode, I’m going to tell you the seven things you need to...
Dec 22, 2021
If you’ve attended one of my retirement readiness workshops, you’ve probably heard me say that every working person needs an emergency fund containing three to six months of income. But what about retirement? Should someone still keep an emergency fund even if they receive a steady retirement income? Listen to this...
Dec 15, 2021
Have you recently received a letter notifying you of an exorbitant increase in your property value that will lead to much higher property taxes? Do you know your options? I get it: Everyone’s taxes increase over time. Dealing with inflation is a universal experience. My goal for this episode is to help you identify...
Dec 8, 2021
Working while collecting Social Security has become a popular choice for those approaching retirement, but is it the right choice? If you’ve been thinking about receiving Social Security benefits early, this is your episode! There are seven things you need to know before making this decision. I’m going to walk...
Dec 1, 2021
Are you receiving the maximum financial benefit from your charitable donations? Are you giving your hard-earned money to the IRS when you could be giving it to charities you’re passionate about? The answer to either question could be burning a hole in your wallet. That’s why it’s important to familiarize yourself...