From Hotels to RV Parks: The Ins and Outs of Alternative Investments
Are you looking to diversify outside the stock market? Alternative investments might be the answer you're looking for. Investing in buildings, apartments or even employee stock options aren't just for the ultra-wealthy, you can have access to these funds from almost anywhere. In this episode, I explain how alternative asset funds work and how they can be added to your portfolio to reduce volatility.
The Basics of Annuities. How & Where to Use Them
Annuities get a bad rap, but are they truly in the "do not use" zone? In this episode, Michelle discusses the different types of annuities and how they can fit into your financial plan.
My Honest Opinion About Life Insurance & the Different Ways to Utilize it
Are you confused by the different messages you receive about life insurance? Learn how life insurance can fit into your financial plan, whether it's a smart investment or something you should bypass.
A Financial Advisors Most Frequently Asked Questions
In this episode, I address my most frequently asked financial questions. Join me to find the answers to questions that keep you up at night!
What should I do with my cash? This is by-far my most asked question and changes depending on the market conditions.
Finding a good CPA
Health Insurance - are there cheaper options out there?
Buying a car and getting the best rate on your loan - listen in to hear how to get a low rate AND cut your time at the dealer.
Should you loan or invest with a friend or family member?
Do You Need a Financial Advisor?
Wondering if you need help managing your money? I break down the different financial planner options that might match your situation and budget.
In today's online world, there are more options than ever. You can choose to teach yourself, or go fully onboard with an advisor. I give examples of who needs an advisor and when you may be able to simply pay for a consult.
Financial Decisions: It's Not Just About The Numbers
Your emotions have more to do with your money than math or any spreadsheet you'll create. Like food, money is deeply tied to our emotions and beliefs.
In this episode, Michelle talks about why you shouldn't just use numbers when making financial decisions. It's often about what's happening in your life, or simply just enjoying life. Listen in to hear how Michelle helps her clients with this topic.
How I Plan My Clients for Retirement with the "Bucket" Method
Michelle explains the method behind her "Buckets" approach to spending money in retirement so you can be stress free! She shares actionable steps on how to position yourself to easily transition to retirement and ease your worry while you're there.
Making Money a Positive and Empowering Experience
Are you struggling in making changes with your money? Join me as I share practical tips to help you shift your mindset and feel better about your finances. Learn how to align your money with your values, make mistakes and learn from them, and protect your mindset from negative influences.