Podcast

Money Goals: Doing Year End Review

With the year wrapping up soon, now is a wonderful time to do a year-end review of your money goals and set yourself up for an incredible year ahead! Reviewing Your Money Goals for the Year It’s that time of year again!  Besides our monthly money reviews, one of the things we do is a […]

Protect Yourself Against Identity Theft, Data Breaches, and Scams

Data breaches and identity theft are becoming a regularly part of our lives. Learn how you can protect and secure your personal information! How to Secure Your Info from Data Breaches  Identity theft, data breaches, and scams are something that many of us are dealing with way too frequently. Recently, I got a letter from […]

Should We Switch to a Credit Union?

 Are you frustrated with your bank? Are you getting hit with needless fees? Or feeling like you have to fight to get some good customer service? Today, we’re going to look at credit unions and we’re going to see why they may be the right option for you.   Why Where You Bank Matters One […]

How to Maximize Your Work Benefits During Open Enrollment

 Open enrollment season is here and I want you to be prepared. Learn how you can avoid some of the biggest mistakes and instead maximize your workplace benefits to their fullest potential! Open Enrollment FAQs  How would you like to help set up your finances for this next year so that it runs smoother and […]

Essential Travel Tips for Parents with Young Kids

Traveling as a family can be a fantastic way to connect and experience new things together. We’re sharing travel tips and hacks that parents can use to make things less stressful and still snag a great deal on your next family trip! Taking a Trip with Children Are you guys planning to travel this season? […]

When’s the Best Time to Buy Stuff, Find Deals, and Travel?

Want to maximize your money? Find the best time in the year to buy electronics and other big purchases, and find travel deals! The Best Time to Buy One way to start planning for next year’s budget is to review and discuss what big purchases you need or like to make.  Because these are outside […]