Sustainable and Responsible Impact Investing with Jonathan Thomson, CFP, CSRIC
When thinking about how and where you are going to invest money, it may make sense for you to think about the causes that matter the most to you. There are ways to invest that will help you not only r...
1 Aug 20221h 5min
Taxes, Capital Gains, Community Property, Basis, and What to File After Someone Dies
After someone dies, taxes and paperwork are probably not the first concern on their loved ones’ minds, but they are unavoidable. It’s important to learn about different types of taxes and what forms y...
18 Juli 202245min
Navigating Logistics After a Sudden Loss...and What Comes Next
There are resources and books for almost every situation in life but almost nothing when it comes to navigating the death of a loved one. People are typically left to figure out logistics of funerals,...
4 Juli 202244min
Launching Our Parents at the End of Their Lives (And Other Thoughts About Navigating the End and Healing)
People often don’t realize how large of a stressor it is to help their parents transition at the end of their lives. There is a lot of community support and understanding when caring for children at t...
20 Juni 202251min
What’s up With the Markets? Switching From Saving to Preserving in Retirement, Inflation, and Working With a Financial Advisor
There are many types of investments and accounts to choose from, and understanding the market and how to create a financial portfolio can be difficult to do on your own. In today’s episode, host Liz S...
2 Maj 202250min
Navigating Care in Alaska with a Care Coordinator Heidi Young
Even though it is a fact of life that as we grow older, we will have more healthcare needs, people often don’t plan enough ahead for health emergencies. In today’s episode, host Liz Smith is joined in...
18 Apr 202247min
Cyber Security: Protecting Your Digital Identity & Legacy
In today’s digital world, protecting your online identity is just as important as protecting your real identity. As hackers continue to advance their tactics, it is becoming increasingly crucial that ...
4 Apr 202251min
The Whale Whisperer Who Grew Up On Shelter Island
For as long as she could remember, Jayleen Bydlon had always wanted to work on boats. Growing up on a remote island, Jayleen worked side by side with her father mastering the trade of whale watching. ...
21 Mars 202248min
