『Best Friend Financial Advice』のカバーアート

Best Friend Financial Advice

Best Friend Financial Advice

著者： The Pod Mill
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 Ever wish you could ask your best friend what they would do when it comes to financial planning stuff? Now you have that friend! Maureen Richardson is a recently retired
Certified Financial Planner who has a wealth of information (Pun intended!) to share with you so you can become more savvy, confident, and more in control of your money and life.

Maureen dealt with real people, with real situations and provided real solutions to improve her clients’ lives through financial planning techniques. Maureen sees a real need for prudent and thoughtful ideas for women over 50 who are going through life events. Maureen understands what it’s like to be a woman and having to navigate the financial world. The financial world caters to men. Now ladies, it’s your turn to develop your own financial personal power.

The Disclaimer:

The content shared on this podcast is for informational and educational purposes only. The host is not providing specific financial advice, and no client-advisor relationship is formed through listening to or engaging with this podcast. The information presented may not be suitable for your individual circumstances, and listeners should consult with a financial advisor or other professional to address their unique needs, goals, and risk tolerance. While efforts are made to ensure accuracy, the content may become outdated or inaccurate over time. Always verify any information and seek the most current guidance. This podcast is not intended to solicit business, offer services, or create a professional relationship. Guest speakers or third-party contributors may express their own opinions, which do not necessarily reflect the views of the host or the podcast. Testimonials and success stories shared may not represent typical results and should not be relied upon as a guarantee of future performance. The host and affiliates are not responsible for any decisions, losses, or damages resulting from actions taken based on the content of this podcast.Copyright The Pod Mill 個人ファイナンス 経済学
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  • 8. Trying to Get a Grip on Medicare with Carly Rosswurm

    8. Trying to Get a Grip on Medicare with Carly Rosswurm
    2025/07/22
    Maureen sits down to discuss the complexities of Medicare with expert Carly Rosswurm from Ash Brokerage. They cover all the essential topics such as eligibility, enrollment, the different parts of Medicare, what is not covered, and the differences between supplemental policies and Medicare Advantage plans. Carly emphasizes the importance of understanding IRMA charges and the significance of Part D for prescription drug coverage. The conversation aims to demystify Medicare and provide listeners with valuable insights for their healthcare planning in retirement. Medicare is one of the most complex and important topics for our great seniors. Getting it right is extremely complicated and important. Maureen always brings on the best guests with the best information in order to make sure you have everything you need to be successful.

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    34 分
  • 7. More Exploration Into Helping Aging Family with Francesca Vogel

    7. More Exploration Into Helping Aging Family with Francesca Vogel
    2025/07/12
    Maureen is back with home care expert Francesca Vogel to discuss the process of selecting a caregiver to support either ourselves or our loved ones as they navigate the challenges of aging. This enlightening episode dives deeper into the multifaceted realm of home care. While we may often believe that aging is a phenomenon reserved for others, the reality is that it affects us all. Discover strategies to maintain your well-being, independence and embrace your golden years with grace and dignity.
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    34 分
  • 6. Loss of a Spouse with Ron Quinn

    6. Loss of a Spouse with Ron Quinn
    2025/07/03
    Maureen’s guest, Ron Quinn, is a recent widower. Ron is sharing his experience in
    dealing with what he calls “the lunacy of grieving.” This is an important episode if you, or
    a friend, has lost their spouse or loved one. Ron shares his heartfelt thoughts and tips
    to get you through the most difficult time in your life. Ron discusses reclaiming
    yourself, reconnections, motivation to complete those “round tuits,” and finding the
    angels in your life.
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    42 分
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