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I educate listeners so they can understand the in's and out's of financial planning, estate planning, retirement, insurance, and investing topics; by drilling down into each of these categories, and providing small bites in easy to understand language. With this information you can implement needed changes and reach your own financial goals. I want to provide professional financial coaching and therapy dedicated to helping you achieve your financial goals.
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Send us a text How do we make financial choices when faced with either poverty or prosperity? Can we make better plans for our future by knowing how these states effect us? Listen and see how you can overcome limiting baggage you may have. Share the infographic on Poverty & Prosperity Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to k...
Send us a text Have you ever considered how much a year your fur baby costs? Maybe you shouldn't! But if you're thinking of getting one we break down the costs of owning a pet. Share the infographics on Pet Care Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can...
Send us a text How do you get started? We go over some ideas for meal planning to streamline your weeknight meals, save money, and even some party planning ideas so you can spend less money. Share the infographics on Meal Planning Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your futu...
Send us a text What is a credit freeze or a credit lock? How is paying a loan like "free money"? How much should you budget for home improvements? Does a joint banking account make sense or should you keep individual ones? Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future!...
Send us a text What is the danger in taking a payday loan? Why is the interest so high? What are the alternatives to this predatory loan? We explain why these loans are so dangerous to not only your credit but, in some cases, your financial well being. Share the infographic on Payday Loans Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to ke...
Send us a text What is going on with shorting a stock? What is it? Is it legal? And why is it such a big deal right now? We explain a complicated topic in easy to understand language. Share the infographic on Shorting a Stock Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! ...
Send us a text How much will it cost to buy a ready made, profitable company? Which one is best for you? Is it easy to start a franchise? Let us help you decide if franchising is right for you. Share the infographic on Franchises Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your...
Send us a text We wish you a Happy New Year and suggest some of our favorite episides! Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capitalcoaching.net and see how we c...
Send us a text How do you deal with financial anxiety? We can suggest some ways to make the holidays easier by helping you pinpoint your anxiety and then ways to let it go. Let the season be one of joy and not let the financial stresses of the season be a burden. Share the infographics on Financial Anxiety Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook...
Send us a text What can you do to have a million dollars at retirement? Is it even really possible? Listen and decide what steps you can take to have a nest egg large enough to retire on and not worry about your future. Share the infographics on Millionaire Habits Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spe...
Send us a text Do you want to give stocks as gifts this holiday season? What are the tax implications for you and your estate? Listen as we explain, in this episode, the do's and dont's of gifting stock. Share our infographics on Gifting Stocks Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan...
Send us a text What are the options for your open enrollment season? We go over what are FSA's, HSA's, 401(k)'s, as well as, health and dental plans. Share our infographics on Open Enrollment Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my...
Send us a text Should you be investing in gold and silver? Do you need to buy the physical bars, or maybe just buy more jewelry! We let you know where to buy precious metals and different ways to add it to your portfolio. Share our infographic on Gold and Silver Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, ...
Send us a text We cover some of the most basic bad money choices people make like believing they are buying "on sale" when it's really "for sale", impulse buying, co-signing loans, and not checking your credit report. Listen and see if you are making any of these bad money moves. Share our infographic on Ten Bad Money Moves Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spendin...
Send us a text How much does it cost to raise children today? What do you need to consider if you're starting family? Listen as we discuss the costs you can expect as you start your family. Share our infographic on the cost of raising a family Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan ...
Send us a text Have you wondered what the cost saving os owning an electric car would be? So did we! We explain the different types of electric and hybrid cars as well as insurance, fuel, and other costs of ownership. Share our infographic on Electric Cars Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, n...
Send us a text If you can't expect a raise this year, what are other benefits you could request that still offer you value as an employee? We discuss many common and uncommon negotiating points when finding a new job or looking for added value at your current job. Infographic on Negotiating Employment Benefits Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner W...
Send us a text We answer questions that you have had like Insurance, spending plans, and high interest saving accounts.! Please continue to send them in! Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking fina...
Send us a text What rights do you have, how long can you take off, and what will your pay be like? We cover these and more in this podcast! We have infographics on Maternity & Family Leave Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Buzzsprout - Let's get your podcast launched!Start for FREEDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Grab your copy...
Send us a text What is crypto currency? Find out a little about the history and if it's right for your portfolio. Check out the infographic on bitcoin Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financ...
Send us a text Buying a property to use for rental income is exciting and scary. What are the positive and negative aspects of being a landlord?? Check out our infographic and share! Investment Properties Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Buzzsprout - Let's get your podcast launched!Start for FREEDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you...
Send us a text We provide money saving ideas for how to get more out of the holiday season! Enjoy! Please grab our infographic - Holiday Spending Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking finan...
Send us a text Have you ever wondered why you think about money in certain ways? How come it's more painful to lose some money but not others? Why doesn't it feel twice as good to make $2,000 dollars than $1,000? Let us help you understand why. We'd like to thank John Nofsinger and his book The Psychology of Investing Mental Accounting infographic Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book ...
Send us a text What all is involved with living in a tiny home or even an RV? We explain some considerations, along with benefits and challenges of living "tiny". Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Tiny Living Infographic Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouT...
Send us a text We explain how bonds work, and why you should have them in your portfolio even though they don't provide a large return, they are little powerhouses! Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Bonds Infographic Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube ...
Send us a text Insurance is the type of thing everyone wants to avoid, but needs when accidents occur. Are you covered if something happens and you cant work? How long can you live without any income? Disability insurance will get you though until you can work again. Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Disability Insurance Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep ...
Send us a text How much should you save for retirement? We break down how much you should consider putting away, share some calculators that can get you started, and explain how beginning saving when your younger makes a big difference in your final nest egg! How much should I save for retirement? Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my...
Send us a text We discuss what a trust is and who needs one. We explain the difference between a trust and a will and why you probably need both. Trust Infographic Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coachin...
Send us a text HSA'a and FSA'a are great ways to save for heath related costs, child care, and even to help fund your retirement. How do you set them up, what can you spend them on, and how do they help you save for retirement? HSA's and FSA'a Infographic Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financ...
Send us a text We explain the thrift savings plan, GI Bill for education, VA loans, and many of the other benefits for serving our country. Just to clarify, allowances are not taxed but special pay and bonuses are taxed along with base pay. Thank you for your service! Military Benefits Infographic Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on...
Send us a text Welcome to our new co-host! Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch. You can share your ideas at financesand.net and leave a review at Apple Podcasts by going t...
Send us a text We cover what you need to know about selling your house to make the most in profit and what you need to be on the look out for when buying your new dream home. There are two infographics below or at financesand.net to go along with the episode, so go grab them! Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Buying a Home Selling a Home Grab your copy of the companion book Finances and… Your Spending Planner Workboo...
Send us a text Who needs a Certified Financial Planner? What do they do? Is it worth it? Kathie is solo today explaining the reasons you will what to meet up with one! Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coach...
Send us a text What are points? What is a good rate for your loan? What the heck is a HELOC and should you do it? We explain mortgages and/or refinancing your current mortgage. Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel...
Send us a text We break down how interest is calculated (daily), how to get the best use of your cards, and how to avoid interest charges. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch. Y...
Send us a text Financial Independence, Retire Early (FIRE) is a movement so that you won't need to work until you are 67, instead, you save or earn a lot, for a set number of years, so that you can retire much sooner. Is it for you? Find out here... Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial couns...
Send us a text We explain Roth and traditional IRA's as well as some less known type, such as, SIMPLE, SEP, backdoor, spousal, and inherited. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a per...
Send us a text Do you wonder why you make the financial choices you do? Are you ever in conflict with your spouse about money? Financial therapy may be the answer. We talk about the money scripts that people have and how they affect your decisions regarding money. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking ...
Send us a text We explain the new unemployment benefits and the stimulus money. We discuss who is eligible and how its taxed (or if it is!). Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal t...
Send us a text How do inflation and recessions work? How does the Federal Reserve System decide when to raise to lower their rates? Can I get a 0% home loan when it is at 0%. We talk about how rates are determined, how it affects you, and how to make the most of it. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seekin...
Send us a text The W4's we fill out for our employee tax withholdings changed this year. Are you lending the government too much or your money, or maybe you owe too much. Listen and hear how to fill out this important tax document so you're ready for next year's tax time. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as ...
Send us a text Are you confused about the difference between stocks and bonds? Do you know how to buy them? What the heck are mutual funds or ETF's? We'll explain what they are, how to get them, and explain why you might choose one over another for your financial needs. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Se...
Send us a text When should you buy a car? What tactics will dealers use to get you to spend your money? When should I lease or buy? Car buying is a L-O-N-G time process, let us help you minimize your time in the dealership and get the best price. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel?...
Send us a text Although not a part of financial planning, sometimes it becomes necessary to file for bankruptcy to start anew. Let us explain how you can do that while providing resources and advice for keeping you out of it. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capi...
Send us a text What is the difference between medicare and medicaid? How do I apply? What kind of coverage does each offer? Should I get long term care? We describe the services (which is which) and explain who should apply for each. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out...
Send us a text Who needs life insurance? What is its purpose? I don't have kids, should I get it? These questions about the purpose of, where to get it, and how much you may want are all discussed. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capitalcoaching.net and see how ...
Send us a text These are crazy times! Are you, or someone you know, looking into getting unemployment benefits? Let us explain how and where to do that, what to look out for or consider. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capitalcoaching.net and see how we ca...
Send us a text What is your credit score? How is it determined? Have you ever seen your credit history? We share how to find these and interpret them so that you can gain the best score and pay less in interest and fees. Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my YouTube channel as well. Seeking financial counsel? Check us out at Capitalco...
Send us a text Do you know you need a budget but aren't sure how to start? Which app do you choose? Why are budgets so important? What if you feel like you can't even get started? Let us share some common budget apps, plans, and ideas to get you started. Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth,...
Send us a text Do you know what all the tax documents that you receive are for? Confused by 1099's, 1098's, INT, MISC, and DIV? Don't worry, we explain what they are for and why you want them! Want to start your own podcast? Check out Buzzsprout here! https://www.buzzsprout.com/?referrer_id=819454 Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future! You can watch these episode on my...
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