Being both a CPA and a CFP, along with achieving financial independence in just nine years after moving to the US from China, makes for a really interesting conversation with Prudence Zhu. She and her new book have lots to discuss about having a healthy relationship with money. She shares tips and stories about communicating, having a shared vision, common mistakes, and more.

Listen in and get her new book "A Couple’s Guide to Money: Grow Closer, Dream Bigger, Thrive Together" here: https://www.amazon.com/dp/B0FS58FXFG ‪@InvestWithPrudence‬ More about Prudence Zhu👉 Website: www.InvestwithPrudence.com👉 LinkedIn: / prudencezhu 👉 YouTube: / @investwithprudence More from Marie Burns👉 https://mindmoneymotion.com/👉 Facebook: / mindmoneymotion 👉LinkedIn: / burnsmarie

As a long term care specialist, podcast guest Merridith Gonzalez shares common misconceptions, helpful family considerations, and how to start the discussion with loved ones. Times have changed since our grandparents may have needed care. Now we and our parents are aging, what should we be aware of and thinking about? Tune in for some good food for thought.

About Merridith:Merridith Gonzalez* is a Certified Long-Term Care Specialist and Health & Wealth Concierge who empowers women in midlife to confidently navigate their health, financial planning, and caregiving responsibilities. With over 20 years of experience in healthcare and wellness, she specializes in long-term care, disability income planning, cognitive health awareness, and menopause support. Merridith connects clients with trusted professionals and coordinates essential resources to create personalized strategies that promote independence, financial security, and generational stability.Website: https://www.proverbsfinancial.com/Social: https://www.linkedin.com/in/merridith-gonzalez/*Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Proverbs Financial & Insurance Services is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. CA Insurance License Number - 4085903.

Michael Banner, featured in the Wall Street Journal, CBS, ABC and Fox Business Network, shares his professional insights and personal experience around the double-edged sword of longer life spans. Lessons learned, biggest retirement mistakes to avoid, and a reminder to women all make for good discussion in this podcast. Lean in for more insight and healthy contemplation about your own situation.

Learn more about Michael below:

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