10: Your End Of Year Financial Checklist: Things To Remember Before The End Of The Year
Happy December! If you’re wondering where the year went, join the club! The good news is, you have 30 more days to reflect on the financial journey you’ve been on this year. If you feel panicked about what to reflect on, don’t worry! Tune in to the end of year financial checklist, where Jessica and Brandon walk you through topics of reflection and action items to consider before ringing in the new year- like making sure you use your FSA money. If you’d like to leave us a question to be answ...
1 Dec 202245min
9: DIY Your Finances: What You Need To Know To Handle Your Finances Yourself
Think you have what it takes to DIY your finances? Many people think they can handle all of the complexities that come with managing money, but the reality is, it’s time consuming, complex, and ever-changing. Do you have the three T’s to really do it yourself? Don’t know what the three T’s are? Then be sure to tune in as Brandon and Jessica talk about what it really takes to do it yourself, and things to remember if you plan to tackle it all alone. Discussed In This Episode: Book Title...
15 Nov 202255min
8: Investing Basics: What You Need To Know and Understand To Build A Strong Financial Portfolio
Have you ever heard that you need to diversify your portfolio, but don’t quite understand what that means? What is the S&P 500 anyway? What’s an ETF or an Index Fund? In this episode, Brandon and Jessica discuss the key growing your wealth- investing. They’ll dig into the basics, so you can actually understand them. Tune in as they break down common terms and concepts to help you begin your investing journey. If you’d like to leave us a question to be answered during future episodes, you...
1 Nov 202257min
7: Protection Planning: Why You Need Life And Disability Insurance
One of the most important areas of proper financial planning is "protection.” Did you know that your ability to produce future income is your most valuable asset? This is why protecting it by having life insurance and disability insurance is critical. How much life insurance should you have? What are the different kinds of life insurance and which ones do you need? What exactly is disability insurance and how does it work? If you don’t know the answers to these questions, then tune in a...
13 Okt 202249min
BONUS: Anniversary Episode- Couples & Money
Happy 6 Year Anniversary! In this bonus episode, Jessica and Brandon celebrate their anniversary and discuss what they feel helps couples have successful relationships with money, and each other. "Communication is Key," but what does that actually mean? Tune in as they dig in to HOW to communicate and key takeaways you can try right away. If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe. We can’t wait to hear from you! Be sure to ...
4 Okt 202249min
6: What Your Enneagram Means For Your Relationship With Money
There are 9 Enneagram personality types. Do you know yours? Understanding who you are at your core can help you make better money decisions. There are no wrong personality types. Each one is unique but maybe predisposed to make certain decisions with money. Tune in to learn about the history of Enneagrams, the characteristics of each, and how they may interact with money. If you’ve ever taken a Facebook quiz to find out what kind of Disney Princess you are, then you’ll love this episode. And ...
30 Sep 202246min
BONUS: Answering Listener Questions
You asked, we answered and now you get to tune in to fellow listeners ask some of their finance questions. Thanks to our callers for leaving us questions to answer- we love hearing from you! In this episode we will cover everything from having half a million dollars in student loan debt, to IRA’s versus 401Ks, and high yield savings accounts versus investing. Oh- and ever wonder how to plan for how much money you’ll need for retirement? Then this episode is for you. If you’d like ...
20 Sep 202232min
5: Understanding Your Employee Benefits And Open Enrollment
Does open enrollment stress you out? Are you confused about the high deductible plans vs low deductible plans? Not sure whether or not to select the HSA or flexible spending account? Tune in to get answers to some of the most frequently asked questions regarding your employee benefits package. If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe. We can’t wait to hear from you! Be sure to connect with us on Instagram Learn more about Bran...
14 Sep 202251min
