Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg Long-term care and estate planning are two financial life planning areas that everyone can benefit from. Subscribe to my newsletter. But it is even more so a woman’s issue. Why? Two reasons. Women are oftentimes the caregiver for their spouses. And because women frequently outlive their spouses, there is
Ep. 32 – Washington 529 College Savings Plan – Post Coronavirus – What’s New, What’s The Same Washington 529 College Savings Plans update…Springtime seems to mean getting back together with Luke Minor and Jackie Ferrado from the Washington 529 College Savings Plans. I’ve checked in on the Washington 529 College Savings Plans for the last two years as my own
Today is April 10, 2020. Happy Good Friday Everyone. Going Live To “Set You Up For Financial Success” Experiment Two-Week Wrap Up. I’ve been doing Facebook Lives every weekday at 11:35 am for 2 weeks now and plan to continue for the time being. I was hoping to be able to the same on LinkedIn, but they haven’t allowed everyone
Ep. 31 – What’s Happening with Mortgages and Refinancing Right Now with Brian Cook, Peak Mortgage Mortgages and refinancing, what’s happening right now with them in the midst of the coronavirus pandemic, market crisis and pending recession? “Stay Home, Stay Healthy” has been the order for about 4 weeks. But that isn’t stopping people from taking advantage of some of
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
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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