Credit Strategies for People With Perfect Credit
Even if you're well versed in credit scores, you'll learn something new in this episode!
Credit expert, Patrick Ritchie, joins me to talk about ways people unknowingly hurt their credit, ways you can easily fix it and even a free government resource for rapidly fixing issues when credit card companies are unresponsive.
Join us for our deep dive on credit and it's impact on the different facets of your life.
The Business & Lifestyle of a Fitness Influencer
If you've wondered about the life of an online influencer, this episode is for you. Andrea Barkley, a fitness trainer and influencer, talks about building her online audience while balancing her existing business & motherhood. Learn Andrea's income diversification strategies across training, nutrition, and influencing, as well as her productivity methods for squeezing in work amidst raising little ones.
Do You Need a Financial Advisor?
Wondering if you need help managing your money? I break down the different financial planner options that might match your situation and budget.
In today's online world, there are more options than ever. You can choose to teach yourself, or go fully onboard with an advisor. I give examples of who needs an advisor and when you may be able to simply pay for a consult.
Mortgage Options for the Elderly
As people age, financial goals change. People often wonder how they can get the money out of their house, or, how to have as low of a monthly payment as possible.
Michelle Moses is joined by Jud Holmes, mortgage broker, to discuss mortgage options tailored specifically for seniors (62+). They discuss everything from reverse mortgages, paying off your house, to the benefits of family opportunity mortgages.
S-Corp Status for Your Business
If you have your own business and earn over $50k, you'll want to listen to this episode. Electing an S-Corp tax status for your LLC might save you thousands in taxes.
Michelle Moses, CFP® and Jared Van Arsdale, CPA discuss the complexities and benefits of electing an S-Corp status.
Controlling Your Wealth: Wills, Trusts and Estate Planning
Have you wondered if your estate planning documents are enough? Or, what kind of documents might be best for your situation?
Grant McKeehan Trust & Estate Attorney, joins us to share his experience and expertise about wills, trusts and how to pass your wealth on to your heirs in the most efficient way possible.
Financial Decisions: It's Not Just About The Numbers
Your emotions have more to do with your money than math or any spreadsheet you'll create. Like food, money is deeply tied to our emotions and beliefs.
In this episode, Michelle talks about why you shouldn't just use numbers when making financial decisions. It's often about what's happening in your life, or simply just enjoying life. Listen in to hear how Michelle helps her clients with this topic.
How I Plan My Clients for Retirement with the "Bucket" Method
Michelle explains the method behind her "Buckets" approach to spending money in retirement so you can be stress free! She shares actionable steps on how to position yourself to easily transition to retirement and ease your worry while you're there.