Money magic
From college, to marriage, to retirement, there’s hardly a moment in life that doesn’t involve financial planning. In this week’s episode, Dr. Laurence Kotlikoff talks about his new book and
Author Archives: Zylo
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Check up from the neck up
There’s a lot of pressure on teens today, arguably more so than there was for the previous generation, and it’s causing social issues, stress, and depression. Coach and Mentor Jennifer
The truth about saving for retirement
Why should you put money away for retirement now when you have current bills, mortgages, and expenses to pay, and how do you do it? This week, Author and Financial
The future of financial services
If you’re not in the financial industry, it can be difficult to keep up with changing norms and practices, especially as we come out of the Covid-19 pandemic. Financial Professional
Keeping things current
When’s the last time you met with your financial professional to go over your financial plan? This week, Insurance and Financial Professional Van Mueller discusses possible financial trends that we
What is your why
What’s your why when it comes to your retirement? This week, Author and Financial Professional Gerry Linarducci has a meaningful discussion about how to plan for retirement with purpose. Make
The immigrant experience
The experiences of immigrants as they navigate the financial concepts and practices of a foreign country are not very well understood among natural-born citizens. This week, Financial Professional and Chinese
First paycheck planning
As a young individual entering the workforce, you may find yourself overcome with the urge to spend after you receive your first paycheck. This week, Finance and Investment Professional Tracey
Find your baseline
Are you having a tough time staying in control of the money you spend monthly? Liz Frugalwoods gives her story on how she saves money and why it is so
Dignity protection
Too often, people get caught up in the “it could never happen to me” mentality, but accidents are sadly a part of life. Tune in as Disability Insurance Professional Corey