Personal Assets
What are personal assets? How important are they to your finances? We discuss personal assets, provide examples and their importance in your financial life. We also distinguish between personal assets and income.
Women – Why Women Need Life Insurance
We continue our series on women taking control of their money in 2021 with a discussion on how having insurance can protect our assets. Also, a discussion on why women need life insurance.
Women – Overcoming Obstacles to Financial Security
In this episode we share ways that women and men are different financially and how those difference can be a greater challenge for women to achieve financial security. We discuss steps women can take to address this challenge and move to financial security.
Women – Take control of your money in 2021
Tips on how women can take control of their money in 2021
Take control of your money in 2021 – part 2 – working with an advisory team
In this episode we share the importance of having and the various professionals that may be a part of your business advisory team such attorneys, CPAs and financial advisors. We also share what you should look for when hiring such professionals.
Take control of your money in 2021 – Part 1 – Making your banking work
Ideas and tips on going from having a banking account to banking relationship. We also discuss ways to get the most out your banking experience.
Year End Financial Planning Part 1 Reviewing and Adjusting Tax
Year-end 2020 financial planning considerations part 1 - We discuss income tax withholding, why you should review them at year end what you can do if you don't want any surprises at tax time April 2021.
Stimulus and PPP Update
In this show we define the "skinny heals" bill and provide an update on PPP2 and loan forgiveness application options for the PPP.
