Latest Episodes
2
SOS! Structure, Organize, & Simplify Your Financial Future
We all know SOS as a universal call for help but here’s a fun fact – it isn’t a phrase with abbreviated words as...
1
Start Your Year Off Right, Financially
It has finally arrived with an underwhelming entrance…2021.Creating a list of New Year’s resolutions, during this year especially, feels like a worn out &...
10
Last Call for End of Year Tax Moves
2020, what feels like the longest year in history, is finally coming to an end. We know that many of us have been impacted...
9
Adjusting in Retirement (Part 3 of 3)
So you did it! You are not only retired, but you are confident in your own plan to live the life you want moving...
8
Adjusting at Retirement (Part 2 of 3)
The day has finally come…your retirement date. Now what?In episode two of our three part retirement series, we talk through all the facets of...
7
The Mortgage Boom
The Mortgage Boom. Our special guest today, an expert who has 20 years of experience in the mortgage industry and who is the President...