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  • 10 Ways to Spring Clean Your Finances

    10 Ways to Spring Clean Your Finances
    2025/05/31
    We tackle the clutter in your financial life. We'll explore strategies to identify, categorize, and ultimately, eliminate your financial burdens, leaving you with a lighter and more organized money mindset.
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    1分未満
  • Your Portfolio's Tune-Up

    Your Portfolio's Tune-Up
    2025/05/24
    Dive deep into the art of rebalancing your investments. Discover why regularly adjusting your asset allocation is crucial for staying on track with your financial goals, and learn practical strategies for doing it effectively.
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  • Budget, Debt and Old Accounts

    Budget, Debt and Old Accounts
    2025/05/17
    Clean up those finances for spring! We talk about tips to help you improve your budget, pay down debt, and track down old accounts!
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  • The Gentle Declutter and End of Life Preparations

    The Gentle Declutter and End of Life Preparations
    2025/05/10
    In this show we discuss how to approach the process of decluttering personal belongings with sensitivity and intention, especially in the context of end-of-life planning. We emphasize the emotional and practical importance of sorting through possessions ahead of time to reduce stress for loved ones and ensure meaningful items are passed on thoughtfully. The conversation highlights the therapeutic aspects of letting go, the challenges families face when no plans are in place, and the value of starting early to make the process less overwhelming and more purposeful.
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  • Financial Spring Cleaning

    Financial Spring Cleaning
    2025/05/03
    Dusting off your money habits, decluttering your finances, and finding that rogue subscription that’s been draining your account since 2021.
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  • Finance Book Club: The Intelligent Investor

    Finance Book Club: The Intelligent Investor
    2025/04/26
    First published in 1949, The Intelligent Investor is full of timeless wisdom that anyone can use to educate themselves on making smart investment decisions. You don’t need to be a stock market whiz to understand this book. Graham’s main message is protect yourself from big mistakes, stay calm, and invest with a margin of safety.
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  • 8 Tips for Educating Yourself Financially

    8 Tips for Educating Yourself Financially
    2025/04/19
    In this episode we discuss 8 key tips to help you financially, now and for the future.
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  • Lessons from the Millionaire Next Door

    Lessons from the Millionaire Next Door
    2025/04/12
    In this episode, we dive into the key takeaways from The Millionaire Next Door and explore how its principles still hold strong when planning for retirement. From disciplined spending habits to living below your means, the book offers powerful insights into how everyday people build lasting wealth. We discuss how these lessons can be applied to retirement planning—helping clients focus on long-term financial independence rather than flashy lifestyles. Whether you're advising high-net-worth individuals or everyday savers, this conversation is packed with practical wisdom that stands the test of time.
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    1分未満