Podcast

Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher

Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher My start in life, I was really quite lucky. Even as a young woman, I was surrounded by pretty amazing individuals.  I might not have recognized it back then but so many of my women friends have grown up to do great things and really make

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Borrower Beware
Blog

Borrower Beware – Two Cautionary Tales

Borrower Beware – Two Cautionary Tales Two recent money conversations I was a part of had interesting parallels. The common theme? Borrower Beware. Just in time for Halloween and college admissions season.

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Video

What’s Riskier? Bull Riding or Investing?

I recently went to our local Benton Frankin Fair and Rodeo to watch the exciting events of bull and bronc riding. Talk about exciting, but to me, these events are so scary and so-so risky. For many, investing in the stock market is very much the same, scary and risky. We’ve recently experienced increased volatility in the markets and no

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Video

Going to College Day

  Today is the day our oldest son starts college!!  We can start to check that off of our personal and financial goals list. If you have college-bound kids, starting today, make a plan, be intentional about your goal and save a little bit every month to achieve that goal.  If you need help understanding the cost of college for

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Podcast

EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro

EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro In this episode with fellow XY Planning Network advisor, Lucas Casarez of Level Up Financial Planning we talk about how he serves younger clients who work in the tech industry in Colorado. In this episode you’ll learn more about: What are some specific

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