Tag Archives: financial planning

Portfolio Management · September 25, 2021

Podcast Episode – Revisiting The Biggest Little Farm

Listen to Podcast Episode: Suze and KT are still experiencing some weather related issues, so we’re going to revisit part of an episode from July of 2020.

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Home Loans, Portfolio Management, Retirement · September 22, 2021

Podcast Episode – Revisiting: You’ve Earned It, Don’t Lose It – 296

For this podcast, we’re going to revisit an episode from February 2020, where Suze shared stories of different correspondences she had with listeners about the importance of how to manage our money.

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Investing, Portfolio Management, Retirement · September 18, 2021

Podcast Episode – Financial Danger Signs

On this podcast, Suze shares some lessons on why we should not make emotional financial decisions. Then, Suze walks us through investing in crypto and planning your retirement.

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Portfolio Management · July 21, 2021

What Parents Must Do Better

I hope we can agree that sending a young adult out into the world with a solid grounding in how to make smart financial choices is a core requirement of good parenting.

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Portfolio Management · July 3, 2021

Podcast Episode – Are You Financially Free or Independent?

Listen to Podcast Episode: To celebrate the 4th of July, Suze talks about what you need to do, now, to insure your own financial independence.

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Health Insurance, Investing, Portfolio Management · March 24, 2021

This Question is the Secret to Financial Success

We all have opinions. Hopefully when we are making money decisions we have informed opinions based on facts, not emotions, or what someone else says.

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Estate Planning, Portfolio Management, Retirement · March 6, 2021

Podcast Episode – Revisiting “Let’s Talk About Money”

Listen to Podcast Episode: Today, KT is taking Suze on a special adventure, so we’re revisiting an episode from November, 2019 called “Let’s Talk About Money.”.

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Portfolio Management, Retirement, Social Security · February 25, 2021

The Retirement Risk You Must Stop Overlooking

After last year’s wild ride in the stock market, I know all of you who are near retirement or in retirement don’t need to be reminded that market risk can create problems for your long-term security.

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Estate Planning, Must Have Documents, Portfolio Management · December 17, 2020

Your Year-End Financial Checklist

I cannot wait to turn the page from 2020. You? But before we embark on what I know we all hope will be a healthier and happier year ahead, right now is a great time to make sure your finances…

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