…Trust and Will. Get 10% off plus free shipping of your estate plan documents by visiting trustandwill.com/paula. TurboTax Match with a TurboTax Expert who can do your taxes as soon…
Search results for: real estate
#569: Financial Lessons We Learned – and What’s Ahead for 2025
…for your family to finalizing documents with a notary. Gain peace of mind today with Trust and Will. Get 10% off plus free shipping of your estate plan documents by…
#234: 26 Easy Moves to Improve Your Finances in 2020
…estate plan. It’s time for round two. This year, to kickoff 2020, we’re reissuing the One Tweak a Week challenge. Here’s how to participate: Download the free book at affordanything.com/2020kickoff…
#713: Why Smart People Still Sabotage Their Own Money, with Tiffany Aliche
…whole” is about having a foundation that cannot be easily shaken. Tiffany outlines 10 pillars—including budgeting, emergency savings, and estate planning—that create a complete financial picture. The “Noodle Budget”: This…
#141: The Gap Between Knowing and Doing – with Dr. Stephen Wendel from Morningstar
“I’ll get around to rolling over my 401k … next week.” “Eventually I’ll switch to a cheaper insurance plan.” “I really should move my portfolio into lower-fee funds.” “Yeah, yeah,…
#208: How to Talk to Your Parents About Retirement and Beyond — with Cameron Huddleston
…legal trust? What’s your estate plan situation?” “Do you have an advance health care directive?” “To whom have you given your power of attorney?” “What types of accounts do you…
The Tools I Use in My Quest for Peak Productivity
…I’ll share this post on Facebook. Evernote This is my brain-dump station for ideas and notes. LastPass One-stop-shop for saving every password. Bonus: it’s great for estate planning. Calendly If…
#688: Q&A: I’m Burned Out But Not Quite Ready to Retire
…Your Energy (18:22) Listener Question 2 Evaluating a Bank Portfolio Manager (19:58) Dividend Funds vs Long Term Growth (23:00) Your Real Benchmark Is Your Goal (29:40) Diversification vs Complexity in…
#650: How Money Moves Through Markets
…CFA and CAIA designations, two of the most demanding credentials in finance. In this episode, she helps us understand how investing really works, who the major players are, how capital…
#657: Q&A: Can You Really Beat The Market By Copying Members of Congress?
…planning that actually works, this episode is all about balancing curiosity, caution, and common sense. Key Takeaways Congressional-trade ETFs aren’t a shortcut to wealth. They’re speculative, lag behind real trades,…
