Podcast

Family Guide on How to Start Investing

With so many different options for investing – 401(k)s, IRAs, taxable accounts, you might be wondering where should we put our money?  Today we’re looking at how you can invest for you and your goals! Where Should We Invest? How You talk to most families about investing, whether it’s for retirement or another goal and […]

How to Make the Most Out Of Your Bonus or Raise

Expecting a raise or bonus soon? Learn how to make the most out of any extra money you have coming in! Optimizing Your Raise or Bonus Even though I do believe that diversifying your income is a smart money move, let’s not ignore the most common one that most people have – your nine to five job. […]

Should We Invest In Real Estate?

Real estate investing can be a way to build up a passive income, but is it the right move for you? Learn about some of the different options you have and what you need to discuss before jumping in!   Is Real Estate Investing Right for Us?  We’ve been talking a lot this season about building […]

Mid-Year Financial Reviews: An Easy and Fun Way to Tackle Them

It’s June – the year is halfway over. Now is the perfect time to hit pause and do a mid-year financial review. A midyear checkup is a great way to see how you’re progressing with your goals and make sure that your money is working for you and your goals. Today, we’ll go over a […]

Why and How You Need to Diversify Your Income

Learn how you can protect your family’s finances and open up more opportunities by diversifying your income!  Why You Need to Diversify Your Income Diversifying income is something every family should consider. It can not only give you a bigger safety net, but it does give you some more options no matter what stage you […]

How to Make this a Summer of Savings (and Family Fun!)

We’re all looking to reconnect and have fun this summer. Today, we’re going to go over ways to enjoy family barbecues, some ideas on great outdoor adventures you can go on, and tips on how to grow your savings!  Summer of Savings For many families summer is the season.  Especially after the year we had […]