Making Your Money Matter

In this episode of Making Your Money Matter we are going to cover what your savings milestones should look like as you approach retirement. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at [email protected] . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

On this episode of Making your Money Matter we talk about why to work with a financial planner even if you manage your own accounts or are a PRO. For more information visit: https://coastal-wp.com/why-you-should-partner-with-a-financial-planner-even-if-youre-a-pro/. For questions or topic suggestions email [email protected] and to schedule a FREE consultation call please visit https://calendly.com/khart-coastalwp/introductory-phone --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

On today’s BONUS Episode of Making Your Money Matter we cover the 4 questions to ask your current or prospective Advisor. Join our Facebook Group! As always, if you have questions or suggestions email [email protected] or book a free consultation here: https://calendly.com/khart-coastalwp/introductory-phone --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

On today’s BONUS Episode of Making Your Money Matter we cover the 4 questions to ask your current or prospective Advisor. Join our Facebook Group! As always, if you have questions or suggestions email [email protected] or book a free consultation here: https://calendly.com/khart-coastalwp/introductory-phone --- Send in a voice message: https://podcasters.spotify.com/pod/show/coastal-wp/message

In today’s BONUS Episode of Making Your Money Matter we will cover investor behavior: are you buying when the store marks up the price? Also, who do you trust for your guidance? For more topics please visit www.coastal-wp.com or send us your questions/topics of interest to [email protected]. To schedule a free consultation please visit https://calendly.com/khart-coastalwp/introductory-phone --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

In today’s episode of Making Your Money Matter we discuss 5 Simple Things You Can Do To Save More for the full article click here: https://coastal-wp.com/5-simple-things-you-can-do-to-save-more/. To schedule a Free consultation call please use the following link: https://calendly.com/khart-coastalwp/introductory-phone. And for any questions, topics you’d like to hear about or general inquiries please email [email protected] **NOTE** the free client portal requires registration one-time and can be accessed here: https://www.moneyguidepro.com/ifa/Guests.aspx?gst=6A6081E6CE461EC34616ADA6E6F8A1293918EA03A059A0E324E0012C50E3D9E9 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

In today's episode of Making Your Money Matter we review why your progress to goals are the only thing that you should be using to determine your investment “performance”. For the associated blog post please visit https://coastal-wp.com/why-your-goals-are-the-only-index-to-measure-against/ to schedule a FREE Consultation Strategy Call please visit this link: https://calendly.com/khart-coastalwp/introductory-phone and to reach us directly please email [email protected]

--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

On today’s episode of Making Your Money Matter we cover the SECURE Act and it’s changes to: RMDs, Savings Expansion, Small-Business Impacts, Estate Planning Considerations as well as 529 Fund uses and exemptions for Birth or Adoption of a child. To read more visit the blog section on www.coastal-wp.com feel free to schedule a FREE strategy consultation call here: https://calendly.com/khart-coastalwp/introductory-phone or send me an email at [email protected] --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message

--- Send in a voice message: https://anchor.fm/coastal-wp/message