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Finding the best help for your financial freedom journey - Expert Edition Episode 2
We discuss with our expert, Dr. Jay Zigmont, how you can seek help from financial experts and what to expect when you start discussing finance with your financial advisor. We also cover good fundamentals in your finances and how clutter and inaccurate advice on the internet could potentially negatively impact your finances.
Why life insurance is the best gift to give this year - Expert Edition Episode 1
“When you rely on GoFundMe accounts to pay for funerals, you're still short selling your family in the long run because GoFundMe will just pay for the funeral. But life insurance pays for the finances well beyond your life. It can pay off your mortgage, cover kids' college, and also keep a spouse from having to go right back to work if they wanna have time to grieve or they wanna take time off from work after the death of a partner.
Conversations with a CFP, Vol. 47 - Working Overtime = More Taxes?
We discuss how the US tax system is structured, how to maximize pretax accounts, how to work with a tax professional
Conversations with a CFP, Vol. 46 - How Nurses Should Handle Their Taxes in 2021
We discuss key points for nurses when filing taxes and especially with the upcoming tax season.
Vol. 45 - How Nurses Should Handle Their Finances in 2021
We discuss the common questions and concerns nurses have had over the years, which would be a huge help in handling our personal finances this year.
Vol. 44 - Throwback Episode: An Introduction to Responsible Investing
We discuss Buy Nothing Groups and our experiences in both giving and receiving from these groups.
Vol. 43 - Bonus Episode: Buy Nothing Groups
We discuss Buy Nothing Groups and our experiences in both giving and receiving from these groups.
Vol. 42 - Socially Responsible Investing through Impact Investing
In this episode, Marie Thomasson of Modern Assets is back to discuss impact investing, how this can be the hardest but also the most impactful in investing to companies that aligns to your values as an investor.
Vol. 41 - Socially Responsible Investing through ESG Funds
We discuss how to invest socially responsibly through ESG funds, and how other topics we’ve covered can help impact change for your retirement investment.
Vol. 40 - Socially Responsible Investing, With Easy Difficulty
We discuss how to invest socially responsibly in the easiest way. This might be a bit surprising and obvious at the same time, but we discuss in detail how this very important step that could often be forgotten can be a way to invest for you and your community.
Vol. 39 - Socially Responsible Spending, Making Changes at a Local Level
We discuss how we can be more conscious about our spending and how retailers with bad labor and business practices have made it too easy for us to check for alternatives.
Vol. 38 - Socially Responsible Spending, Buying from Small Businesses
We can direct our spending to micro and small businesses to help diverse and smaller communities rather than big businesses
Vol. 37 - Socially Responsible Spending, Directly Helping Farmers
We discuss another way to adjust our spending habits that can directly help our local farmers, compared to buying directly from big box retailers and supermarkets.
Vol. 36 - Saving Money Socially Responsibly, Helping Marginalized Groups
Marie Thomasson of Modern Assets is back to discuss another way to be able to do socially responsible savings, through Community Development Investment Funds.
Vol. 35 - Saving Money Socially Responsibly, With Medium Difficulty
In today's episode, Marie Thomasson of Modern Assets is back to discuss socially responsible savings using Greenwood Bank, Credit Unions and the Pros and Cons.
Vol. 34 - Saving Money Socially Responsibly, The Easy Way
Marie Thomasson of Modern Assets is back to discuss socially responsible savings. We cover Aspiration Banks and why you should save your money there.
Vol. 33 - An Introduction to Responsible Investing
We will be conducting a series on Socially Responsible investing teaching you not only what it is but how to take action in your own investing.
Vol. 32 - Being your parent’s retirement plan
We discuss a 2015 TD Ameritrade study where one in five millennials support their parents by spending an average of $18,250 per year.
Vol. 31 - Getting a Late Start Funding Retirement
We answer a listener's question and cover fund retirement, some money tips during the current pandemic and NACA.
Vol. 30 -The One Thing People Should Remember About Money
In today's episode, we discuss the one thing that people should always remember about money and how we are able to address fundamental items for your personal finance.