When your retirement accounts are scattered—old 401(k)s left behind at past jobs, multiple IRAs that have been opened over the years, random investments—it’s easy to lose track of what you actually have. The hidden cost isn’t just forgotten fees or underperforming funds; it’s the stress, confusion, and missed opportunities that come from not seeing the full picture. Disorganization can quietly eat away at your wealth and your peace of mind. By consolidating, organizing, and creating a clear s...
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When your retirement accounts are scattered—old 401(k)s left behind at past jobs, multiple IRAs that have been opened over the years, random investments—it’s easy to lose track of what you actually have. The hidden cost isn’t just forgotten fees or underperforming funds; it’s the stress, confusion, and missed opportunities that come from not seeing the full picture. Disorganization can quietly eat away at your wealth and your peace of mind. By consolidating, organizing, and creating a clear s...
When your retirement accounts are scattered—old 401(k)s left behind at past jobs, multiple IRAs that have been opened over the years, random investments—it’s easy to lose track of what you actually have. The hidden cost isn’t just forgotten fees or underperforming funds; it’s the stress, confusion, and missed opportunities that come from not seeing the full picture. Disorganization can quietly eat away at your wealth and your peace of mind. By consolidating, organizing, and creating a clear s...
How can we have less temptation and more willpower in our overspending - and spending in general? We want to play good offense! We want to play offense, not defense. We’ll talk about that today!
One of these words can be whiny and the other word is calm, grounded, committed, and confident. Let’s talk about this in terms of our money and personal financial health.
Do you find yourself in the same toxic patterns and behaviors as your parents and grandparents? Do you find yourself repeating their patterns and behaviors with regards to money? Are these patterns and behaviors preventing you from healing and living your best, most abundant money life? Let’s talk about breaking those personal finance generational curses today.
Overspending and underspending based out of fear are both self-destructive. These two financial behaviors are both self-destructive and we will talk about them today.
Dollars and Dates. Cash and Cupid. Romance and Revenue. Couples and Capital. Cash and Connection. Let's talk Money Dates! Don’t let the title scare you away if you’re single! You can most definitely have a money date with yourself! Let’s talk about how to do this - single or with a partner.
What works for one person may not work for you. Their conviction will not pay your bills! Let's talk about YOUR priorities and YOUR planning in order to bring YOU closer to YOUR goals!
How we behave will always be a reflection of and in accordance with how we see ourselves. This is true in all aspects of our lives, including personal finance. Let’s talk about that aspect today.
When your retirement accounts are scattered—old 401(k)s left behind at past jobs, multiple IRAs that have been opened over the years, random investments—it’s easy to lose track of what you actually have. The hidden cost isn’t just forgotten fees or underperforming funds; it’s the stress, confusion, and missed opportunities that come from not seeing the full picture. Disorganization can quietly eat away at your wealth and your peace of mind. By consolidating, organizing, and creating a clear s...
