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
One Big Beautiful Bill Act's Impact on Estate Planning
Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Ma...
1 Okt 202522min
Pulling the Curtain Back on Crypto
Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Ma...
24 Sep 202532min
Life Insurance in 15 Minutes!
Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Ma...
17 Sep 202517min
(Replay) Why Life Insurance is Peace of Mind
Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mastering their mindset. Host Elizabeth Hiza, Chief Ma...
10 Sep 202514min
