Creating Wealth is an in-depth conversation between Bill Taber, an experienced financial advisor, and his millennial daughter about personal finance, investing, and financial planning.
Categories: Business
Tags: 401k, 401krollover, budgeting, fiduciary, financialadvisor, financialplanning, investing, investmentadvisor, investmentmanagement, Money, MoneyManagement, personalfinance, portfoliomanagement, retirementplan, retirementsavings, wealthmanagement
You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
Categories: Education
Tags: babyboomers, Finance, financialplanning, genx, Money, personalfinance, retirementincome, retirementplan, RetirementPlanning, retirementpodcast, retirementsavings, savingforretirement, spendinginretirement, women, womensretirement
Financial Grownup is taking the podcast up a notch with a new focus on Financial Wellness. Bobbi shares the behind the scenes evolution of the podcast and why we need to be talking more about the ties between mental and emotional health and our money.
Tags: adulting, business, college, investing, lifestyle, Money, retirementsavings, Wealth