March 2020 | Avea Financial Planning, LLC | Tri-Cities WA

Pandemic and Your Money. What Can I Be Doing Right Now? Part 1

Alyssa Lum, CFP® of Luminate Financial Planning, LLC and Angie Furubotten-LaRosee, CFP® of Avea Financial Planning, LLC discuss common questions and concerns they are hearing from their clients. They also offer their thoughts on actions to consider taking or not take during the Coronavirus outbreak, and concurrent market and economic decline. Luminate Financial Planning Avea Financial Planning https://www.facebook.com/groups/flattenthecurvetc This is …

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Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint

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Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint NexuxPoint founder, Sokhom Sek and I met most recently at a Fuse Co-Working networking event, got along splendidly and I was intrigued by her varied and interesting background. First thought? Podcast guest! Sokhom’s story starts with her family in late 1970’s Cambodia. The period …

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Actionable Steps #1: How To Protect Your Retirement Savings Right Now

There is a lot of worry and concern about your money, job and investments. So much is out of your control. But there are plenty of things you can do to take charge. Most of all, your actions! This video, actionable tip #1. I’ll talk about several things you can and should be doing. This is one in a series …