I can't believe the time has come. We are celebrating our 100th episode of The Thrive For[e]ward podcast! Today I highlight some of my absolute favorite episodes going all the way back to episode 1. We'll talk about guests that inspired me to the point I just achieved a personal goal! And episodes that should give you hope for the future -- hope in our children and hope in the economic power of women. So if you'll do me the honor and share this with your friends, I'd appreciate it! Oh, and don't forget about the Thrive For[e]ward non-profit of the month:Women's Foundation of Minnesotahttps://www.wfmn.org/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode, we are going to address a topic that I don't feel is addressed very much but affects many families in the United States and around the world. You may have this need in your family, as well. What we're talking about today is special needs planning. If you have someone in your life, whether that might be a relative close to you or a child of your own that has special needs, today's episode is something for you to consider. We'll be talking about what to do from an investment standpoint in income planning, tax planning, and general financial planning. As always, these are concepts and educational tools, and resources for you to begin the conversation. Now, if you know anyone who can benefit from this episode, please share, we would love for our podcast audience to continue to listen and grow from the education. Resources Mentioned:Southside Services - https://southsideservices.org/Pacer -  https://www.pacer.org/American College of Planning - https://americancollegeplanningservice.com/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we are talking about making a career change. Did you know that seven in 10 women are thinking about a career change in the near future? A change that aligns more with the things that are important to them and the values that are important to them, while also creating a level of financial freedom for themselves. Taking that bull by the horns and ownership! So what are the things that you should be thinking about before making one of these career transitions? We're going to be breaking that down in the main part of the podcast today. So if you know somebody, like one of the 7 out of 10 that wants to make a change, please share this episode with them. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Have you ever thought about how the various ways to spend money have changed over the decades? Did you know that the first credit card was actually used in 1958? Yet the plastic cards that we carry around feel like they might be ancient? And did you ever think about going back to the checkbook, and actually being the person that balances the checkbook? Some of you might not even know what a checkbook is!Well, there are so many different ways of how payments that we make in various different capacities have changed over the years. And today, we're going to dive into what's new, why we use it, how we use it, when to use it, and what specific security things might we want to consider before entering into any specific spaces. So please, share this episode with a friend, and please give us a rating on your favorite podcast provider! That's what keeps the show growing. Thank you! Now, let's get to work!Our June Non-Profit is Girls Take Action! Find out more, and support this amazing organization here: https://www.gtaction.org/aboutFind out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Have you ever found yourself walking into your financial advisor's office and dreading the conversation? Feeling like they're going to talk in a bunch of different abbreviations and a vocabulary that might feel like a foreign language to you? Today, we're going to talk a little bit about what the difference is, in working with a financial advisor or financial planner that focuses on behavioral finance. What does that experience look like for you? Why should you consider a financial advisor that is focused on helping you through your behaviors, your money story, your philosophy with money, and creating a strong foundation to implement a financial strategy. So if you know somebody that is in the market for having a stronger relationship with a financial planner, or shopping for a financial planner, this is a great episode for you to tune into. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we're talking about why everything cost so much more right now. And how does one little word have so much impact on the financial decisions that we might make? And how does this impact us from varying points in our lives? Well, if you've gone to the grocery store, and you've seen an increase in your grocery bill, or you're trying to buy a house right now, and you're in constant battles with individuals who are showing up with offers better than yours, I get it. I understand how all of those things play a part in how we make financial decisions, and what do all of these things really mean for us now, and in the future? Let's talk about what inflation actually is. We'll start there on this edition of the Thrive For[e]ward podcast. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode, we are going to talk about some buzz topics. A topic all over social media. People are talking about this topic of generational wealth, and what does it actually mean? How can women actually hold the keys to impacting our future? We are the change makers! I'm not sure about you, but I am totally okay with rocking that super person cape on my back if it means that I can make an impact, not only for myself but for my family and the future of this world. So let's tune in together and if you know, another fantastic empowered woman or you're a man ready to support the badass women around you then tune in to today's episode, because as we know, women might lead in the change making space, but we also need our male counterparts to be right alongside us. So what does this buzz of generational wealth actually mean? Enjoy!Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today it's all about moms and key pieces that women have the tendency to give up or take on that they shouldn't when it comes to their wealth. Motherhood is what we're going to talk about in today's episode. Motherhood when it comes to deciding to stay home and raise the kids, what to do when you decide to return to work, and how to bring your kids into a real conversation about wealth. So if you know a mother, if you are a mother, if you have a community of mothers, whatever fashion that might be, you should be listening to this episode and sharing it with your friends. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode, we are going to talk about being Sasha Fierce with your wealth! Maybe it's Sasha Fierce, aka Beyonce. Maybe it's Madonna. Maybe it's Gwyneth Paltrow. Maybe it's Michelle Obama, or maybe it's Oprah. You insert the woman who is the icon that you look up to. A woman who is a rebel without a cause in her own way, pushing through those glass ceilings and getting to the place that she wants to be. But she's also financially savvy and aware, producing that responsible level of wealth that allows for her family to be cared for, the community to be invested in, and that next generation of wealth to multiply. I'm talking about fierce female investors.What does it take for you to be in that same space? Well tune in to today's episode, and if you know another amazing female that should be listening to this podcast, share it with your friends. We would love to have you do that on your social media, as well as through email, text, hey, and even a carrier pigeon. Shout it from the rooftops! Women with financial freedom is the future of our total unrelenting success. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we are talking about what you should be considering around your wealth in your 60s and beyond. And this is a fun spot for me because I have spent much of my career guiding individuals through transformations into this amazing time of their life. Today we are going to talk about the stress of replacing that steady income you were making, how to handle medical insurance, finding your purpose after leaving your job, deciding if it's okay to retire earlier than expected, and how to live with your partner in peace and harmony. After all, you two will be spending a lot of time together!Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

This week we are talking about Earth Day, and the theme this year is invest in our planet. I couldn't think of a better, more aligning topic to talk to you about than sustainable investing. This is truly investing in the future of our planet, in the future of our cultures, and in the future of us as a people. When it comes to investing in our planet, sustainable investing is something that has been around for decades. So if you are somebody who is celebrating Earth Day, or are a company that is celebrating Earth Day, share this with your team, share this with the people that are important to you, share this on social media, and with all of your extended friends and followers. Together we can really engage in a conversation that is about investing in our planet, and the future.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

We are continuing our conversation through the decades. And this week, we are focused on what you should be doing in your 40s and 50s. There are things that you might be experiencing in your 40s and 50s that have caused you to hit a pause. If that's the case, then listen to our last episode. Because you don't have to be in your 20's and 30's to start your wealth journey. But, otherwise, in your 40's and 50's, you are probably well established in life, and I love this pre-retirement conversation. Today's episode will cover your biggest expense in your 40's, starting your career over if you stayed home to watch the kids, and why fear can be retirement's biggest enemy. This month's Thrive For[e]ward non-profit of the month is Diverse Daisies! Established in 2012 and located in Minnesota, Diverse Daisies is a 501(c)(3) nonprofit organization designed to equip young women ages 11-15 with the skills and confidence that will encourage them to succeed. Learn more about their mission, and help them succeed with your support, here: https://diversedaisies.org/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode of the podcast, we are going to specifically be breaking down the topics that you should be thinking about from a financial perspective, in your 20s, and your 30s. These are critical timeframes in our financial wellness to build a solid foundation. Now, many individuals will tell you in their 40s, and beyond that, they wish that they would have done some of these things in their 20s and their 30s. Money touches every aspect of our lives. And there are very specific things based on where we are in our life cycle that we should be touching on. So while we're not giving you advice in this podcast, we are asking you to understand these topics a little bit further, ask questions, and form a team, your personal board of directors in your 20s and 30s. This is the perfect time to establish those individuals. And we'll talk more about who those people are in this week's episode!Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

It would be hard to close out the month of March without talking about Women's History month, and some of the topics from a financial standpoint that are really hitting women hard. And especially three topics consisting of how women invest, equal pay, and lastly, the impact of caregiving, especially on women and financially. So we're going to dive into those three topics today as we celebrate Women's History Month. So if you know anyone who could benefit from having knowledge around these areas, please share this podcast. We love when you share our content. This is our way of offering free education and an introduction to the work that we do at Forethought Planning. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we are talking all about real estate investing. Are you thinking about investing in a rental property or VRBO? Well, my friends, I wanted to have a conversation with one of my dear friends and fellow professionals in the industry, Carrie Guarrero. Carrie is an executive vice president for Fairway Mortgage, and she has an extensive career in real estate and mortgage. She, herself, is a real estate investor, and she's going to share some of her personal experiences, as well as some of her industry knowledge. She'll talk about important differences between long-term renters and vacation renters, and the mindset you need to adopt if you're going to invest in real estate. So if you've been thinking about real estate investing, this episode is for you!So listen and please share this episode with friends.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Have you ever heard of the phrase "Keeping Up with the Joneses?"Is this something you, or someone you know, might be trying to do? It's really hard with all of the images in magazines at the checkout lanes, or ads we're served when scrolling through social media. Or even television shows we watch about redesigning our homes and making them even bigger and better than they already are. There are so many ways this can affect us in our day-to-day lives. Are we using the people we look up to as an inspiration for success or are we just trying to look and live their lifestyle at an expense we can't afford?This is what we're going to talk about today because it's an important topic.I'm also going to give you some tips on how to avoid those temptations. So listen and please share this episode with friends. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

IOn today's episode, we are going to touch on short-term vs. long-term. Have you ever found yourself in a scenario where either you're living too much for the present and not enough for the future? Or maybe you're too worried about the future and missing out on the present? Or maybe you're just locked in the present so much that your head is literally buried in the sand? Well, today's podcast is for you, my friend. Watch the podcast here:https://forethoughtplanning.com/blog-podcast#sustainability #financialplanning  #planning #podcastsofinstagram #wealthmindset #wealthmanagement #thriveforward #podcasts #womenpodcasthost #financialadvisor #moneymindsetSecurities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

On today's episode, I am going to share a personal experience that I'm living through right now. Caregiving and being part of what we call the "sandwich generation." I'm not talking about actual sandwiches, but the element of feeling like you're in a sandwich. For instance, I am a mother, a daughter, and a granddaughter. Now the two generations on either side of me need my care, and so I'm going to walk you through some personal experiences caregiving not only for my daughters, but my dad, my mom, and my grandmother. What are some things that you should start considering in those conversations of transition, and care? This might not be something that you are currently dealing with, but I will tell you, friend, at some point in life, you will likely play the title of caregiver. So you'll want to tune in to this episode.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

The last three weeks have been kind of tumultuous in the Foreman household. And kind of like the last two years, we have had our lovely girls home with us. And although times have been up and down in the household with lots of iPad time, lots of TV time and lots of online learning, we thought it would be fun as an element of learning, for the girls to join us on an episode of The Thrive For[e]ward podcast. I have heard from clients and just individuals ask how to start a conversation with their kids about money. What are the things that are important? And so I gave the microphone over to my kids today to ask me questions about my job, questions about money, and questions about what does money means to them? And what should they be doing with their money when it comes to buying, spending, saving, giving, and investing? What do all those things mean to a seven and eight-year-old? So if you have children and or grandchildren that you're looking to expand this conversation with, today's episode is a great one to tune into.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

If you have a significant person in your life that you are romantically involved with, maybe it's your hubby, maybe it's your wife, maybe it's your partner, or maybe it's the person that you just adore and have spent your life with. But if something happened, you'll have that person's back financially. So how do you talk to them about money? It can be an incredibly uncomfortable conversation for some individuals who are romantically involved to bring up the conversation around money. However, it's kind of important. And money, as I say often, touches many aspects of our lives, but especially our relationships, and especially those we are romantically involved with. According to a study, 22% of failed marriages say that money is the issue of why they are getting divorced. Money does touch every aspect of our lives. And if we don't talk about it, or we aren't on the same page, or even in the same chapter, or even in the same book, it can be hard to move forward together. So on today's podcast, maybe you sit down with your partner, play this in the car on a road trip, or even on a date night, and have a conversation around what we are going to be talking about today. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.