May 6, 2021
With financial planning, there can be good and bad outcomes in a single situation – it’s the double edged sword of life. We’ll explain how we help clients through these predicaments.
Apr 8, 2021
On this episode of the Wealthy Habits podcast, we’re talking about the intersection of crisis and opportunity, two words you probably don’t think of together. But sometimes a financial crisis can create opportunities for people.
Apr 1, 2021
On this episode of the Wealthy Habits podcast, we’re talking about guiding principles of finance and what we would campaign on if we ever ran for elected office, financially speaking.
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Mar 4, 2021
Should parents involve children in finances? Are there different rules for younger children versus older children? We’ll explain what you should and shouldn’t say to your kids about money
Feb 18, 2021
A recent survey found that nearly half of women said they defer their husbands when it comes to major financial and investment decisions. On this episode of the Wealthy Habits podcast, we’ll explain why it’s important for both men and women to be involved in financial decision-making and how women can...