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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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3 Financial Things to Do During a 2-Hour Snow Delay

  Have an extra 2 hours on your hands on a cold, snowy morning? Here are 3 things you can do that will enhance the financial side of your life. What are some smart money moves you can make in just 2 hours?   Track your finances Call your P & C agent (they take care of your auto insurance) …

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

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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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Best Financial Books for Grads

Best Financial Books For Grads It is graduation season! Wondering what great wisdom you can impart to a graduating student? I’ve put together a list that should get you started.  These financial books were recommended by a wise bunch of my peers in the XY Planning Network Facebook group, many of whom are on a path to building wealth by …

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Happy 529 Day!

Saving for college as early as possible has never been more important as the costs associated with higher education continue to climb. But many families are not aware of nor are they using 529 college savings plans to save and save more efficiently, especially if they are able to start early. In this video, I talk about what 529 college …