Category Archives: Portfolio Management

Portfolio Management, Retirement, Roth Accounts · April 17, 2019

Podcast Episode – Ask Suze Anything: No Regret

Ask Suze Anything. That's what today is. It's Thursday, and this is the day where you write in, you ask your questions, I choose a few of them, and then they are answered here on the podcast.

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IRAs/401(k)s, Portfolio Management, Retirement · April 3, 2019

Podcast Episode – Ask Suze Anything: Get Things Right

Listen to Podcast Episode:On this week’s Ask Suze Anything, Suze wants you to get things right! Podcast Transcript: April 4, 2019. I still love that theme song so much it's not even funny.

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Home Loans, Portfolio Management · April 3, 2019

The Low Down on Home Down Payments

It’s finally Spring…and that means the start of the busiest season for home buying. If you are considering buying your first home—or love someone who is ready to own – I want you to be smart about...

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Annuities, Investing, Portfolio Management, Retirement, Saving · March 2, 2019

Podcast Episode – Trust Your Gut

Listen to Podcast Episode:“It is far better to do nothing than something you don’t understand.” Hey, you thanks for joining the Women & Money podcast.

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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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Emergency Funds, Portfolio Management · January 30, 2019

What Everyone Should Learn from the Federal Government Shutdown

Whether you identify as Republican, Democrat, or Independent, there is a unifying message in the fallout from the federal government shutdown: every one of us must prepare for the unexpected...

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Credit Cards, Debt, Emergency Funds, Portfolio Management · January 16, 2019

The Procrastinator’s Guide to Dealing with Credit Card Debt

As much as I wish that no one overspent during the holidays, I know that many of you are facing January credit card statements that are going to set off some stress. You realize there’s...

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Portfolio Management, Saving · January 12, 2019

Podcast Episode – Broke No More

Listen to Podcast Episode:This episode explores the true reasons you feel broke regardless of how much money you make. Podcast Transcript: Welcome everybody to the second season of Women & Money.

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Emergency Funds, Investing, Portfolio Management · January 9, 2019

How to Handle a Rocky Stock Market

The stock markets delivered a lump of coal at the end of 2018. December was one of the worst months for investors in years, and when you take a glance at your year-end statements, you will likely...

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