Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
Questions to ask when choosing a financial services professional
During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with.
What the American Rescue Plan means for you
During this episode, we’re going to do a comprehensive analysis of the recently passed American Rescue Plan and what it means for people of all ages as well as business owners.
Should I Buy a House?
During this episode, we’re going to discuss the benefits of buying a home as well as the benefits of not buying a home.
Retired? Declutter for Profit
During this episode, we’re going to talk about how you can declutter before or during retirement to make better use of your space and potentially put some money back into your wallet.
When to Stop Saving for Retirement
During this episode, we’ll examine scenarios when temporarily pausing saving for retirement may make broader financial sense.
Is 2021 your retirement year?
During today’s episode, we’re going to analyze what steps you should take if 2021 (or a year shortly thereafter) is your year to retire.