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  • Top 5 financial regrets and how to overcome them! Ep 22
    2023/07/20

    Do you have some financial regrets? We all do! Today we'll tackle the most recognized regrets from a national poll, and how to change your path going forward. As a bonus we'll also review the first half financial highlights and what, if any, changes you should consider.

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    21 分
  • Who wants to pay off my student loans for me? Anybody? Hello?! Ep.21
    2023/07/11

    If you thought your student loans would evaporate thanks to your benevolent government, unfortunately that is not the case. Student loan forgiveness was shot down, for now, by the Supreme Court. What does that mean for you? Tune in to learn what's next...

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    22 分
  • Are you a gig worker? Are you saving for retirement? I've got 2 great ideas and a 3rd one! - Ep 20
    2023/06/21

    What's your gig? Do you have a side hustle? What the heck are you doing to make money is what I'm really asking? If you are living in the gig economy driving for a rideshare, tik tok phenom, profitable podcaster, or you just do a little construction work on the side; there are retirement plans for you to consider. In this episode we'll dive into Solo 401ks, SEP IRAs, and Traditional IRAs. What are the pluses and minuses with each plan and why you should get started today!! Don't fast forward because this could save you money today and your future retired self will thank you.

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    19 分
  • Sports Betting is an odds-on losing wager for your retirement savings. Ep 19
    2023/06/14

    Two-thirds of college students call themselves bettors! Many call themselves "high frequency" gamblers in a survey by the NCAA. That's horrendous!! And it spills into your working years. If you want to bet on sports, nobody's stopping you. I would if I could. If you gamble with your retirement account you may end up on the wrong side of the bet! Today we talk about a bettor plan for your savings and how to increase it each year.

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    20 分
  • Retirement investing is overwhelming. Should I just set it and forget it with a target date fund? Ep. 18
    2023/06/05

    I know, I know if I asked you to research funds for your retirement account you would rather curl up in a ball and scroll puppy videos. Maybe there's a simple solution to your retirement investing?! Today we'll talk about Target Date Funds and discuss the benefits, drawbacks, and additional costs.


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    21 分
  • OH BEHAVE! 7 ways your biases affect the way you manage your money! Ep. 17
    2023/05/26

    We're all biased. Don't tell me you're unbiased. You're not. Your biases affect how you manage your money. Do you follow the herd? Are you terrified to lose money? Are you overconfident? Yep! We all are! So learn what your biases are and how to recognize them to make better financial decisions.

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    21 分
  • CyberTATE - A professional millennial hacker spells out precisely how to keep your data safe! Ep 16
    2023/05/23

    Do you have an MFA (multi-factor authentication) process or a VPN (virtual private network)? If you don't you may be SOL (sh.t outta luck) when it comes to protecting your data! Joining me this week is a professional hacker. Tate works for CrowdStrike, which is a cybersecurity firm entrusted by the largest companies in the world. He gets paid to hack into their systems and report back how they can improve. What a cool gig!! He'll share how individuals can up their game when it comes to improving their own online security. Give us 30 minutes and it may save you from being hacked!

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    32 分
  • Do I need a will? This is so adulty I don't even want to think about it! Ep. 15
    2023/05/19
    Where there's a Will there's a way! That's how the saying goes. I would argue if there is no Will then there is still a way. Just probably not the way you want. I'm talking today about having your estate documents i.e. - Will, POA, Healthcare Directives in place. How do you start a Will? Where do you get it? Why do you need it? What if you don't have one? We'll dive into these fun filled topics while I'm on the road atop the hills in Sunny Seattle!
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    20 分