Episodes

  • You chose your pension options- how long do you keep those documents?

    You chose your pension options- how long do you keep those documents?
    Feb 10 2026
    6 mins
  • Should You Use Debt Relief Companies for Student Debt?

    Should You Use Debt Relief Companies for Student Debt?
    Jun 16 2025

    When is a good time to use a debt relief company for your student loans? Let's weight your options and what it means to use these services.
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    6 mins
  • Why You Need a Will for your 18+ Year Old Child

    Why You Need a Will for your 18+ Year Old Child
    Nov 25 2024

    Join me in discussing why you need a will for your young adult who is 18+ year old.
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    9 mins
  • Employee Financial Wellness- Are You Sitting in Cash?

    Employee Financial Wellness- Are You Sitting in Cash?
    May 20 2024
    6 mins
  • What Not To Do When a Loved One Dies

    What Not To Do When a Loved One Dies
    Apr 16 2024
    8 mins
  • You Don't Know What You Don't Know- Liability Issues

    You Don't Know What You Don't Know- Liability Issues
    Mar 22 2024
    9 mins
  • Joint Accounts- Should You Be Joint With an Elderly Parent?

    Joint Accounts- Should You Be Joint With an Elderly Parent?
    Mar 14 2024

    In this episode, I take a common titling of a Joint account and discuss why it may not be a great idea.
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    11 mins
  • Financial Advisor (sales) vs. CERTIFIED FINANCIAL PLANNER™️ professional- What's the Difference?

    Financial Advisor (sales) vs. CERTIFIED FINANCIAL PLANNER™️ professional- What's the Difference?
    Feb 29 2024
    Join me on this episode where I discuss the difference between someone who sells investments and a financial planner who looks at all areas of your financial life.
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    15 mins