When was the last time you planned to make some of your big dreams a reality? What's holding you back? Time? Money? Fear of the unknown? Today we're talking to Tamara Jacobi, who cut a retreat out of …
Really, You Find That Romantic? (plus Blair Baldwin with AgeUp)
Buying running shoes for your partner who you know loves to run, you find THAT romantic? Taking a walk in the park holding hands, is that still romantic? Watching TV or a Movie and not saying a word …
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The Roth 401K: Cinderella of Your Financial Plan (and your letters)
Why are some of the coolest financial tools rarely used? For example, people by-and-large avoid HSA accounts, when they're the Swiss-army knife of a healthcare plan. Today we'll shine a light on …
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Your Frugal Valentine’s Day Dining Guide (plus Shannon Dougherty’s latest issue)
Don't look now but Friday is Valentine's Day! You're probably wondering what a "chocolates and roses" holiday has to do with finances... and the answer is...A lot. As we'll find out today, many people …
When $250,000 a Year Isn’t Enough (plus an intro to Masterworks)
Would $250,000 a year be enough for you to "get by"? It wasn't for one early retiree. Today we're going to dive into income, expenses, priorities and bucket lists. Helping us today is a roundtable …
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What If Your Retirement Math Doesn’t Work?
JT and Tamzon had a great start. After paternity leave from a fantastic job, JT thought he knew that with his burgeoning side-gig, he could quit his job and live happily ever after without going back …
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