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  • 5 Smart Financial Moves to Make This Summer

    5 Smart Financial Moves to Make This Summer
    2025/06/21
    We’re in the thick of summer, and people are thinking about vacations, barbecues, and maybe a little downtime. But in this episode, we’re here to remind them that summer is also a fantastic time to make some smart financial moves.
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  • Summer Spending - The Fun Stuff!

    Summer Spending - The Fun Stuff!
    2025/06/14
    People tend to splurge more during the summer, with travel, home projects and more. In this episode we talk about being prepared for summer spending!
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  • Will Buying a Boat Sink Your Finances

    Will Buying a Boat Sink Your Finances
    2025/06/07
    Join us as we navigate the often-choppy waters of boat ownership, revealing the true costs beyond the initial purchase price. From maintenance and docking fees to insurance and unexpected repairs, you'll discover if your dream of sailing the open seas is financially sound or a fast track to the bottom. Tune in to learn how to budget wisely and avoid capsizing your financial future with a new vessel.
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  • 10 Ways to Spring Clean Your Finances

    10 Ways to Spring Clean Your Finances
    2025/05/31
    We tackle the clutter in your financial life. We'll explore strategies to identify, categorize, and ultimately, eliminate your financial burdens, leaving you with a lighter and more organized money mindset.
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  • Your Portfolio's Tune-Up

    Your Portfolio's Tune-Up
    2025/05/24
    Dive deep into the art of rebalancing your investments. Discover why regularly adjusting your asset allocation is crucial for staying on track with your financial goals, and learn practical strategies for doing it effectively.
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  • Budget, Debt and Old Accounts

    Budget, Debt and Old Accounts
    2025/05/17
    Clean up those finances for spring! We talk about tips to help you improve your budget, pay down debt, and track down old accounts!
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  • The Gentle Declutter and End of Life Preparations

    The Gentle Declutter and End of Life Preparations
    2025/05/10
    In this show we discuss how to approach the process of decluttering personal belongings with sensitivity and intention, especially in the context of end-of-life planning. We emphasize the emotional and practical importance of sorting through possessions ahead of time to reduce stress for loved ones and ensure meaningful items are passed on thoughtfully. The conversation highlights the therapeutic aspects of letting go, the challenges families face when no plans are in place, and the value of starting early to make the process less overwhelming and more purposeful.
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  • Financial Spring Cleaning

    Financial Spring Cleaning
    2025/05/03
    Dusting off your money habits, decluttering your finances, and finding that rogue subscription that’s been draining your account since 2021.
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    1分未満