Tag Archives: goals

· November 22, 2023

Podcast Episode – Gratitude

In this special Thanksgiving episode, producer Robert shares why he’s thankful for the experience of working with Suze and KT.. Listen to Podcast Episode: Podcast Transcript: November 23rd, 2023.

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Debt, Emergency Funds, Saving · January 5, 2022

Creating Your Financial Goals

I hope the new year is off to a great start for you and your loved ones. I know that for many of you, a new year brings hopes and intentions of working on new goals, and often those goals…

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· February 4, 2021

Don’t You Dare Give Up on Your Resolutions

February is a rough month for good intentions. Surveys show that this is the month when many of us lose the momentum to stick to our New Year’s resolutions.

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Credit Cards, Emergency Funds, Retirement, Saving · January 21, 2021

What’s Your Post-Covid Spending Plan?

Now that coronavirus vaccinations have begun, I know that we are all eager to be able to get out more, get together more, and maybe even get-away (travel) more.

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· January 4, 2021

A New Year Begins

A new year begins.May it bring you and your loved ones new bursts of happiness. And health. That is all that matters.

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Annuities, Retirement · December 19, 2020

Podcast Episode – The Biggest Mistake I Make

On today’s podcast, Suze talks about the biggest mistake she’s ever made. In three stories, we learn how that mistake wasted time and money and we get advice on how we don’t have to fall into it.

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· June 11, 2020

The Most Overlooked Financial Tip

For all the time and effort and worry we put into our financial health, we often overlook how our emotional and physical health interacts with our financial security.

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· August 1, 2019

Learn from Your Daughters, Nieces and Granddaughters About Gaining Confidence Over Money

A recent survey by Allianz Life Insurance reports that nearly 6 in 10 women wish they were more confident in their money decisions. This isn’t just about money.

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Portfolio Management, Saving · February 6, 2019

My 10-year financial challenge for you

You may have seen, or participated in, the 10-year challenge that swept through Facebook, Instagram and Twitter in January, asking people to post a photo of themselves in 2009 and 2019.

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