A cashless world
Have you ever bought anything with the swipe of your phone or the click of a button? Spending money no longer requires carrying physical cash, but is that training your
Author Archives: Zylo
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7 things to do before having a baby
You built the crib and packed the overnight bag, but did you remember to add your baby to your health insurance? This week, Financial Professional Dave Alison is here to
A digital world
Think about how much you do online (pay bills, store mementos, etc.). Now think about what would happen if you were no longer around, and no one had your password
Attitude of gratitude
How many times have you felt overlooked or unappreciated in your job? Do you struggle finding things to be grateful for? For our latest episode, we meet with the author
The longest vacation of your life
How much time and effort did you put into planning your last big vacation – days, weeks, months? What about your 30+ year vacation of retirement? Tune in as Financial
Where is your money going?
Close your eyes and picture the big thing you’re saving up for. Now ask yourself, how hard has it been to finance this? This week, we brought on Author and
Maneuvering Medicare
Are you planning on retiring soon? Do you know what kind of Medicare coverage you are eligible for? This week’s guest, Laura Schimberg is an Elder Benefit Specialist. Her work
Is a Roth Conversion right for you?
There’s lots of lunchroom talk around Roth conversions, but how do you know if it’s a good fit for you? This episode, we have International Speaker and a 25+ year
8 principles of Heart-Centered Planning
Wouldn’t you like to learn how you can build an ecosystem that fuels your life? That’s why we brought on Stephani Lucas, Creator of the Heart-Centered Planning Series, to break
The high cost of money shame
If you ever feel shame around money, you’re not alone. In fact, many people feel a shame surrounding their finances, whether it’s the way they spend it, the way they