Planning
Podcast 105: You Can Afford Anything, but Not Everything with Paula Pant
Hear Paula discuss the importance of values-driven money decisions, human-centered strategies for navigating complexity, and her unique Double-I FIRE framework.
Tagged “financial planner”
Planning
Podcast 104: Money Confidence for Real Life with Katy Song
Gain real-life money confidence with CFP® Katy Song as she and Steve discuss work optionality and smarter family finances.
Financial Advisors
How to Find a Good Financial Advisor: What to Ask First
About 12% of financial advisors carry a disclosure on their public record. Here’s how to check credentials and vet one before you hire them.
Family and Relationships
Resilient, Responsible, and Right in the Middle: A Mother’s Day Tribute to the Sandwich Generation (Moms & Dads Caring for Aging Parents and Children)
59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life.
Financial Advisors
Types of Financial Advisors: Your Guide to Finding the Best Financial Advice
If you’re like many Americans, you probably have concerns about your retirement plan. But research shows that those who work with a financial planner are often…
