Dec 2021
Your End-Of-Year Money Checklist to Save More, Spend Better & Achieve Your Goals
The end of the year is a great time focus on your money and find ways to save more, spend better and achieve your goals. Our guest, Autumn Lax, is a Certified Financial Planner™ and Wealth Management Specialist℠ with Drucker Wealth Management. In this episode, Autumn is sharing h ... Show More
39m 4s
Feb 2024
5 Things We Spent Money Last Year on That Didn’t Bring Us Joy
<p>This week, Maia and Simran discuss five things they spent money on in 2023 that didn't bring them joy. They explore the topics of trending or hyped restaurants, getting nails done, assumed sources of joy, and reevaluating spending habits.</p><br><p><br></p><p>Watch the episode ... Show More
37m 20s
December is upon us, which means I basically have your attention for about two more weeks max.
So while I have you, and as the year comes to an end, it's a perfect time to review some year-end financial planning tips.
For such an occasion there's no better person than Michael Goodman from Wealthstream Advisors. And in the interest of full disclosure, not onl ... Show More
With a military pension and early retirement on the horizon, are we adequately covered by our existing term life insurance? Have a money question? Email us ... Show More
With three different 401(k) plans in the equation, is there an easy way to simplify and make my financial life easier? Have a money question? Email us ... Show More
