A certified financial planner offers a listener actionable advice to help him save for a big move while maintaining financial stability.
NerdWallet Advisors is no longer accepting new clients, and will be closing its financial planning business as of December 20th, 2024.
How much should you save before you move to a new city? How can you reach your savings ... Show More
Oct 8
Rebuild Your Credit And Your Savings, Plus Why 7 in 10 Americans Feel Squeezed
Learn how to rebuild credit while saving in sinking funds, and why 7 in 10 Americans struggle to afford the basics. How can you rebuild your credit and save for big goals at the same time? Hosts Sean Pyles, CFP, and Elizabeth Ayoola are joined by NerdWallet senior credit expert A ... Show More
44m 26s
Oct 5
Build Generational Wealth From Scratch: Four Pillars and the Family Pressure That Comes With It
Learn how to build generational wealth and navigate the complex financial issues of being the first in your family to get ahead financially. Generational wealth expert India Elliott, a financial advisor at Wells Fargo Advisors, joins hosts Sean Pyles, CFP®, and Elizabeth Ayoola t ... Show More
33m 50s
Oct 2023
Can I afford to totally change my life?
Longing to quit your job and follow your passion? Or perhaps take a break to travel? Or move to a new place? First, you'll need to look at your finances. In this episode, Jill Schlesinger, a certified financial planner and business analyst for CBS News, walks through her five ste ... Show More
19m 13s
Sep 2025
Can you afford to make a big life change?
Longing to quit your job and follow your passion? Or perhaps take a break to travel? Or move to a new place? First, you'll need to look at your finances. In this episode, Jill Schlesinger, a certified financial planner and business analyst for CBS News, walks through her five ste ... Show More
19m 18s
Oct 2024
Is It Wise To Move My Investments Into an HSA?
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Listen to how ordinary people built extraordinary wealth - and how you can, too. You’ll learn how millionaires live on less than they make, avoid debt, invest, and are disciplined and responsible!
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7m 10s
Oct 2021
This Is Not Financial Advice (ft. a Financial Advisor) - SimplyPodLogical #80
On this episode of SimplyPodLogical, Cristine and Ben are joined by a Certified Financial Planner to answer questions from the audience about debt, financial literacy, planning for retirement, taxes, and how tf to save money.
59m 46s