We have been sold that student loans are good debt - but are they really? In this episode - I give you 4 questions you need to ask yourself before you accept those loans.

So what steps should you be taking in your finances if you think there is a recession coming? In this episode - I give you my steps to take if you are in the accumulation phase or distribution phase of investing (because they are different!). Don't be scared going into the recession - be prepared!

I know - budgeting. Everyone just threw up in their mouth a little. But seriously, you need to reframe your mindset when it comes to budgeting. This is not telling you that you can't spend money - it is just making sure that you're spending your hard earned money where you want to spend it! In this episode I talk about three different categories of spending & how it will help make sure you are spending money on what you actually value.

Roth IRAs & Roth Contributions are an important part of your retirement planning - in this episode I break down the different Roth options along with income limits, tax strategies, etc.

The age old question - how much do I need to retire? In this episode, I walk you through a BASIC strategy to figure out what your retirement number is. We all know it doesn't matter what age you reach, you can't retire if you have no money. I'll teach you about the rule of 72 & the 4% rule so you can get a rough draft idea of how much you'll need to save in order to retire.

There is a lot happening in the world! How do you balance staying informed while also blocking out the noise when it comes to your investments? The purpose of these updates is to help digest everything that is happening & how it pertains to your portfolio. This month we look at: First year bull marketsImpact of geopolitical events on stocks Inflation losing its stickiness To view the presentation: click here

In this episode, we address the common misconceptions when it comes to getting started with investing. We want to debunk these misconceptions so you can feel more confident getting started with investing!

My tips for all things money that you should be talking to your high schoolers about!

Here are some of my tips for what to be working on with your middle schoolers when it comes to teaching healthy money habits!

This episode is meant to give you an understanding of what is happening in the current markets. I talk about what to expect from markets after rate hikes finish & what all the cash on the sidelines means. All charts that we look at can be found in the read only copy of the presentation here.

In this episode I give you four concepts to be working on with your elementary aged kids about money. This will help build the foundation for healthy money concepts as they get older. We will also be able to build on those concepts in later years so they are ready to launch & be money wise.

Audio from July's webinar. Monthly webinars always include a market update + a behavioral financial topic. This month we tackled tips for how to teach your kids about money. As for the market update - can we look at the first half of the year and have an idea of what is coming in the second half? Let's take a look! Chart Book

This is an intro episode to the series about teaching your kids about money. We will be discussing the importance of teaching your kids about money, as well as what topics you should be focusing on and how.

In this episode I discuss the debt ceiling & why it is so important. Also, how does it affect you?

This episode talks about two different debt payoff methods & the pros/cons of each. Plus, I discuss which debt is priority to payoff and which isn't.

There are different options when it comes to investing & saving for your kids. Like, what should you do with that birthday money! In this episode I talk about Education Accounts & Custodial Accounts and how to use them to save for your kids.

In this episode I break down the 3 different tax buckets you should know about and be investing in for your future. 1 - Taxable Accounts2 - Tax -Free Accounts3 - Tax - Deferred Accounts

If I asked you what your surplus is in your cash flow, would you know the answer? This is something you NEED to know and is foundational in your budgeting & long term goals.Once you know that, what savings rate should you be using and should it be based on your gross or net income?

In this episode we dive into the concept of inflation & how interest rates rising can help slow it down. You will have a better understanding of the Fed & their role in raising interest rates, what interest rates they raise and definitions to common financial terms that are used when this is discussed.

Budgeting often feels like a constraining thing to do with your finances - but I would argue that it is the opposite. It actually provides freedom in your spending. In this episode I go through my process of how I help clients set & stick to a budget.