Podcast Blog

What's Up With Your Money? Wednesday Check-In

3 Steps to Handling Money Matters In Just Minutes

So why all the talk about mail and a course on paperwork? Because I've had more clients than a few, PAY me to help them with it, before we can even get to the money conversation. It's also derailed many a financial plan with missed FINAL NOTICES, bank overdrafts, late and delinquent fees. So...


1 Sure "Cure" For Holiday Overspending

You'd expect a money advisor to tell you "not to spend" too much for the holidays, but would it matter much considering we're: a) creatures of habit, PLUS b) when it comes to plastic, it's EASY to get a bit carried away. So year after year, we repeat this cycle, but THIS year is going to be...