CATEGORY
A great conversation about the importance of having goals and getting the financial education you need. Thanks Shalom. ABOUT GET DOWN TO BUSINESS WITH SHALOM KLEIN Join Shalom Klein each week and get down to business! An avid networker and dedicated entrepreneur, Shalom will share the advice you need, the strategies that work and the …
Rather than looking at where we are and seeing how many things are wrong (which, of course, is a totally reasonable choice – many things ARE wrong), let’s instead look at where we are and see how incredibly far we have come… if only for a moment. We have this choice every day. We can …
In the recent election, California’s Proposition 19 was passed. The new law, which takes effect on February 16 of next year, changes property taxation on primary residences and other residential properties owned by families. Current law states that when a primary residence is transferred to a child or grandchild, the property maintains its value for …
Eli DeYoe performs a holiday medley for friends, family and anyone in need of a smile this holiday season. ► Subscribe to Eli’s YouTube Channel: https://www.youtube.com/channel/UCQqpLCCsuEHJ2U_VS1Ktx6w ► Follow Eli on Soundcloud: https://soundcloud.com/elideyoe
...This year has forced many to think about retiring early. Perhaps the thought has crossed your mind? When it comes to retiring early, some of the benefits are obvious! You get to live your life without the constraints of work, and you are able to pursue your own interests. There are good reasons for retiring …
Jonathan DeYoe shares his message of gratitude on behalf of Team Mindful Money along with 3 simple gratitude practices we can apply to our daily lives. Yes, even in 2020 there is so very much we are grateful for. More than anything, we are grateful for you.
...Laurie’s direct honesty and vulnerability about her own money story is refreshing. If we could all start with a little honesty with ourselves, we would be better off both individually AND collectively. Thanks Laurie. ABOUT THE EPISODE: From Laurie Ruettimann: I’ve got a book coming out in January and there’s a chapter in there all …
Thanks Adam. It was great to be on the show. Given your own industry history, I am happy that you approve of our education mission because you know as well as anyone that Mission Matters. SUMMARY Financial planning is not about money and the real benefits of financial planning are not financial. At its best, …
Age demographics are shifting. People are living longer than ever before, and we’re stressing our global health and retirement systems as a result. When Social Security was designed, you worked for 40 years, retired, and then died 5 years later on average. The money you paid into the program went on to support those who …
Page [tcb_pagination_current_page] of [tcb_pagination_total_pages]