Peeling Back Money and Life

In this week’s episode, we are going to talk about using a framework that can help you decide whether to pay off debt or invest your money.  We will go through the framework and follow that up with some tangible examples that you can relate to.  This framework can also be used whether in other scenarios besides just deciding between debt or investing your money.

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In today episode you will learn what are the most important actions that you can take today and as you go forward in order to provide you a life you desire.  The flexibility, confidence, and freedom to do what you want.  To live that fulfilling life you have always desired and deserve.

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In today’s episode we are going to talk about what investment vehicles aka accounts are available to you.   We will discuss how you can navigate which one is best for you and where to initially start.  Towards the end we will discuss some self-employed accounts as well.

Accounts discussed:

401(k) or 403(b) up to the full employer match.

HSA, if you are eligible.

Employer’s plan if it has good investment options and low fees.

IRA, either Roth or Traditional.

Backdoor Roth IRA, if you’re not eligible for a regular IRA contribution.

Taxable account

Solo 401k

SEP IRA

SIMPLE IRA

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In this weeks episode we discuss credit 101.  Specifically why it is important, how you can check your credit score, how you can build it up, and the top Do's and Don'ts.

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In this week episode we will be discussing the top planning strategies you can take to get ready for college.  This is good information for both parent and student. Enjoy!

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In this episode we are going to be discussing the top two ways that you can save for college.  Specifically we will be discussing mainly the use of 529 plans and taxable account also known as a brokerage account.

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In this week's episode we are talking about the steps you should take when choosing investments inside your 401k or any workplace retirement account.  We will also discuss 5 big items affecting your investment success.

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In this week's episode we discuss:

• How do you know how much is enough
• Why its so important to know your number
• What you should and shouldn't be focusing on
• Lastly, we will be talking about 3 types of people 

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In this episode, we will discuss how to live your desired lifestyle no matter what life stage you are currently living and why too many of us don’t get there.

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In this week's episode you will learn what steps can you take to better prepare for the non-monetary side of retirement.  Specifically, what have you seen and heard from those who have retired well and those who haven’t retired well.  What vision do you have for retirement and how can you make that a reality.  What does your ideal week and day look like and a framework that you can use.

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