Start Now, Grow Big
Episode Description: Mike Lynch is a financial planner with Barnum Financial Group, and he’s joining the show this week to talk about his new book — Start Now, Grow Big — which will soon be a limited ...
18 Mar 27min
What Happens With Life Insurance After Divorce
If you’re recently divorced, planning to divorce, or supporting someone who is, this episode is for you, because while divorce changes a lot, it doesn’t eliminate the need for protection. Ben Howarth,...
11 Feb 24min
Building Better Money Habits
Episode Description: At the start of a new year, you may make several financial resolutions, but to get them to stick, you first need help building better money habits. This episode Elizabeth Hiza dis...
4 Feb 16min
Closing Out the Year with Clarity
Episode Description: Let’s close out the year together, as Elizabeth will talk about how to reflect on your year with a little bit of compassion. She’ll discuss how to review your financial life with ...
31 Des 202516min
How to Handle a Year-End Investment Review
Episode Description: This is the perfect time of year to pause, take a breath, and check in, not just with yourself, but with your investment portfolio. A lot can happen in twelve months. Markets move...
24 Des 202533min
The Importance of Year-End Tax Planning
Episode Description: It goes without saying, but we’ll say it anyway, this is one of the most important windows for Year-End Tax Planning. We’re going to discuss how giving a little attention now can ...
17 Des 202527min
5 Rules for Retirement Decisions
Episode Description: Let’s talk about one of the most emotional charged and often confusing parts of financial wellness which is making decisions about your retirement savings. We’re going to go throu...
10 Des 202515min
A Happier, Less Expensive Holiday Season
Episode Description: This episode we are talking about holiday spending. Like everyone else, Elizabeth loves the holiday season, but her fervor is tempered by the countless amounts of money that is sp...
3 Des 202516min
