Navigating Life’s Transitions with Julie Maloney
Life is a journey filled with changes and transitions that can be opportunities for growth and personal development. On this podcast, we talk about transitions with Executive Coach Julie Maloney who explains the three-step pattern that all transitions follow, and offers insights to help us navigate transitions like starting a family, retirement, or any other transition in life.
Achieving Wellness – Improve Your Health & Live Your Best Life
What is wellness? Why is it important to your life? How can you set goals and develop healthy habits to achieve physical wellness? Our special guest is Jeremy Mullins, registered dietician at 1st Phorm and the Kentucky National Guard with over two decades of experience. Jeremy shares valuable information and strategies you can use to improve your health and live your best life.
Six Financial Resolutions for the New Year
As 2023 approaches, we are reminded that a new year represents a new beginning, bringing new possibilities and opportunities. People worldwide take inspiration from this and make New Year’s resolutions to improve their lives in many areas, including physical health, emotional well-being, finances, quality of life, and spending more time with family and friends. On this podcast, we talk about the psychology behind successfully implementing New Year’s resolutions. We then specifically focus on finances and provide six financial resolutions for 2023 to help you achieve your financial goals.
Leaving a Legacy – How to Pass Wealth to the Next Generation
As families get together this holiday season, many of you will be thinking about how to pass wealth to children and grandchildren. On this podcast we discuss the pros and cons of gifting now versus after you are gone, as well as important rules and tax laws you need to know before giving away money or assets.
Happy Veteran’s Day! A Special Podcast with Sean Russell
In honor of Veterans Day, we interview Sean Russell, fitness trainer and owner of Russell’s Muscles, and a veteran with over 22 years of service in the United States Army. Sean tells us about his experience in the armed forces and as a veteran, and shares with us valuable life lessons he learned while serving our country. Listen to the podcast to hear Sean’s story and find out how you can thank our veterans for protecting our freedom.
Cybersecurity: 5 Steps to Stay Safe Online
October is Cybersecurity Awareness Month. We live in an increasingly connected world, yet with added convenience comes additional risk. When using your smartphone or computer, what precautions can you take to be safe when using the internet? On this podcast we will discuss 5 steps to stay safe online with special guest Jeremy Hamblin, Vice President of Business Development at Visory, the premier provider of cybersecurity and IT management for the wealth management industry.
Maximizing Your Income
Are you interested in maximizing your income? Learn about your options and important considerations when trying to maximize your income, no matter what stage in life you are in. From sources of income to taxes, we discuss what you need to know.
12 Questions to Ask Every Financial Advisor
What should you know about a financial advisor who you are trusting to help you with some of your life’s most important decisions? On this podcast our special guest is Tony Schmitt, President and CEO of GreenUp Wealth Management, who discusses 12 questions you should ask every financial advisor. Whether you already have an advisor or need to hire one, it’s important that you tune into this podcast. Also, please take a moment and share this podcast with someone you care about, helping them achieve their financial goals.
Buckets of Money!
What is the most effective way to invest money for your personal and unique goals while factoring in your comfort with risk? On this podcast, we discuss how the Money Bucket concept provides a simple and excellent framework to determining how to structure your investment portfolio making your financial life less complex.
Minimizing Unexpected Taxes
Mutual funds often spin off a significant amount of dividends and capital gains at the end of the year, causing unexpected tax problems. What can you do to mitigate the impact of these distributions on your finances? On this podcast we will walk you through your options and discuss action steps you can take to minimize the impact of mutual fund gains on your taxes.