Today, we have a special guest, Amita Sharma co founder of NourishDoc, joining us to discuss the intersection of midlife, perimenopause, and financial wellness. Inspired by her own journey, Amita has created a holistic wellness platform to support women navigating this significant stage of life. In this episode, we dive into managing the unique financial and emotional challenges of midlife transitions, practical tips for maintaining overall wellness during perimenopause, and insights on how to support family members through this transition. Whether you are experiencing this stage of life yours ..read more

Today we're continuing our discussion on comparing 529 college savings plans with other alternatives that parents might want to consider. In this episode, we delve into less traditional options such as Coverdell Education Savings Accounts (ESAs), prepaid tuition plans, custodial, and general investment accounts. We'll explore the benefits and drawbacks of each, helping you make informed decisions on the best ways to save for your children's education. Make sure to check out previous episodes (210, 211, and 241) for detailed insights on 529 plans, Roth IRAs, and real estate options. Join me in ..read more

I’m super excited about today’s episode because we have the amazing Ann Garcia, also known as The College Financial Lady, joining us and we’re diving into all things college planning! Ann is a certified financial planner and the author of How to Pay for College who is a sought-after expert that has developed a fantastic framework for creating your own college plan. So, what does that framework look like? Well, Ann breaks down financial tasks and family conversations by your child's life phase-making the whole process so much more manageable and clear. As a parent of twins who graduated debt-fr ..read more

Today we have a special Fourth of July episode focused on financial independence where we'll explore what it means, how to achieve it, and why it's essential for your family. Drawing parallels between our forefathers' quest for freedom and personal finance, we'll delve into the historical context of financial independence today, key steps to achieve it, tips for teaching kids about money, and ways to celebrate financial wins. Join me in starting your journey toward financial freedom! Anna's Takeaways: Intro (00:00) Personal Finance & Economic History (04:59) Evolution Of Finance, Technolo ..read more

While 529 college savings plans are popular for their tax benefits and flexibility, it's worth exploring other avenues to give your family more opportunities and variety for saving for your kids' college education. Today we are looking at Roth IRAs and real estate which offer unique benefits, such as tax-free growth and potential rental income, that could provide more flexibility and financial stability for your family's future beyond college for your kids. Join me in exploring how you can diversify your savings approach and ensure a bright future for your children. Anna's Takeaways: Intro (0 ..read more

My guest and former teacher Danny Kofke's passion for teaching and personal finance led him to write five personal finance books, including "The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary." In this week's episode he shares his practical tips and actionable advice to help you and your family achieve financial success, even on a modest salary. Tune in to discover how you can make daily changes to set your family on the path to financial freedom. Anna's Takeaways: Intro (00:00) Budgeting & Financial Planning For A Family On A Teacher's Salary (07:37) Teaching Childr ..read more

With kids home from school, vacations in full swing, and wedding season upon us, it seems like summer brings a flurry of expenses. Despite the season’s slower pace in other areas, summer can be financially demanding. In today’s episode, I’ll share five practical tips and a useful tool to help you stay on top of your budget, avoid guilt and regrets, and truly enjoy your summer. Anna's Takeaways: Intro (00:00) Budget-Friendly Summer Activities For Families (04:55) Meal Planning And Prep For Summer (09:24) Reducing Waste, And Using Ai For Meal Planning (13:48) Rate, Review, & Follow on App ..read more

Today's special guest, Anthony Delauney is a seasoned financial advisor and the founder of Owning the Dash LLC, an organization dedicated to promoting childhood financial literacy and family financial freedom. He has authored award-winning children's picture books that teach essential money lessons, as well as financial self-help books for couples at different stages of their financial journey. In today's episode, we dive into the best ways to start talking to your children about money, practical tips for making financial education fun and engaging, and common mistakes parents should avoid. St ..read more

Have you ever considered how life insurance fits into your financial toolbox? Many of my clients are currently navigating the application process, with some facing challenges because of their health. This has sparked a necessary conversation about the importance of life insurance in securing your family's financial future. Whether you're new to life insurance or revisiting your policy choices, this episode is crafted to provide you with the insights you need. Anna's Takeaways: Intro (00:00) Life Insurance Options For Families (05:27) Financial Planning For Families (10:42) Term Life Insurance ..read more

"Banking on Yourself" --- Why is it gaining traction? What can it truly offer to your financial planning? Join me as Mark Willis, a Certified Financial Planner and leading authority on this concept, reveals how you can use whole life insurance policies not just for assurance, but as a dynamic tool for building wealth. How can this strategy help you save for retirement or your next car, or even your children's education? Discover the unique benefits and applications of banking on yourself with Mark Willis, and explore how you can take control of your financial future today. Anna's Takeaways: I ..read more