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.
Finding Happiness with Your Current Income Through Financial Coaching
Many individuals earning six-figures struggle to make ends meet. Join us with financial coach, Ericka Young, as we explore why this happens, the stress that can come with increased income, and solutions to alleviate financial challenges.
We also speak to the benefits of implementing a coaching program in the workplace. Discover how this not only aids employees in managing their finances but also contributes to employee retention.
Adding a Retirement Plan to Your Business: Which One Is Right For You?
If you're a business owner wanting to maximize tax savings, exploring retirement plans could be a good fit. We have Sara Johnson, QKA®, AIF®, CPFA®, a specialist in this field, here to guide you on when, how, and what type of plan aligns with your goals.
This might be the best time to start a plan! Numerous tax credits are available to start your retirement plan in 2024/25– someting that has never been offered before.
Throughout our discussion, we weigh the pros and cons of each plan, assisting you in identifying which plan to choose. Implementing a retirement plan also means creating a valuable benefit for your employees.
Creative Ways to Purchase Real Estate (Including Rentals)
If you’re worried you won't be able to purchase real estate in the current environment, this episode may give you hope!
Jeff Ohm, Managing Partner of Forward Loans, shares creative ways people are purchasing real estate.
We start by looking at VA loans for veterans, move on to buying down mortgage rates, and conclude with loans based solely on rental income—options that may require minimal down payments.
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?
Credit Strategies for People With Perfect Credit
Even if you're well versed in credit scores, you'll learn something new in this episode!
Credit expert, Patrick Ritchie, joins me to talk about ways people unknowingly hurt their credit, ways you can easily fix it and even a free government resource for rapidly fixing issues when credit card companies are unresponsive.
Join us for our deep dive on credit and it's impact on the different facets of your life.
The Business & Lifestyle of a Fitness Influencer
If you've wondered about the life of an online influencer, this episode is for you. Andrea Barkley, a fitness trainer and influencer, talks about building her online audience while balancing her existing business & motherhood. Learn Andrea's income diversification strategies across training, nutrition, and influencing, as well as her productivity methods for squeezing in work amidst raising little ones.
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.