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 Slice
Subscribe to our podcast with the mission to educate and motivate Americans to make smart choices with their money!
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
What in the world
Just as we thought we were out of the storm of Covid-19, the new delta variant has many people concerned about the state of the economy as well as their
The transition into retirement
Retirement doesn’t look the same from person to person, but there are several consistencies that can be found for any retiree. Join us this week as Former Insurance Professional, Marv
The art of communication
Whether you’ve been meeting with a financial professional for decades, or haven’t even gotten started, this week’s episode is for you! Tune in as Robin Edgar breaks down how to
A lesson in leadership
This week’s powerful episode is all about leadership, especially during challenging times. US Army Veteran Scott Mann knows all about leading during tough situations, and this week, he’s on to
Forget me not: financial edition
Everyone has had a case of forgetfulness every once in a while, but as you age and that forgetfulness becomes more frequent, it can pose a very serious threat to
Think before you click
In case you haven’t experienced it firsthand, online scams and hacks have soared especially since the beginning of the Covid-19 pandemic. This week, IT Professional Brad Otto joins us to
What will you leave behind?
Many people want to leave their money, house, car, or other assets to their children or family members after they pass, but if you fail to properly plan, those decisions
Navigating your journey with Social Security
Do you ever feel overwhelmed by social security? There are so many ever-changing rules that it’s hard to know what to apply for, or what you’re eligible for. Tune in