24 Jun Two Questions
I enjoyed listening to Carl Richard’s conversation with Oliver Burkeman on 50 Fires: Money and Meaning with Carl Richards. Two thought-provoking questions stayed with me: Are you using money to make life...
financial planner Tag
16 Jun Lazy Cash?
Too often, I meet women who are sitting on cash for years. Not because they’re careless. But because they’re cautious. They’re worried about their financial future. Worried about retirement. Worried about making the wrong move. And...
09 Jun Why a Money Meeting?
Ever open your bank account, take a deep breath, and immediately want to close the tab? 😬 You’re not alone. Most women I work with don’t feel “bad with money”. They’re...
02 Jun Maybe, It’s Not About the Money
✨ Why Your Spending Isn’t About the Money We like to think we make financial decisions based on logic. But in reality, our choices—especially around spending—are guided by something much deeper:...
15 Apr SEP IRA vs. Solo 401(k): Weighing Your Retirement Options
Small business owners and self-employed individuals have several retirement plan options, with SEP IRAs and Solo 401(k)s being two popular choices. Each offers distinct advantages and limitations that could impact...
17 Mar Risk is Personal, Things to Keep in Mind
Investing & Risk: Your Journey, Your Rules 🚗💨 The other week, I shared a story about driving to Key West while Hurricane Milton loomed up north. Some people might have canceled...
25 Feb Prosperity Planning Tip #3
“I can’t afford it” isn’t always true. More often, it means, “I don’t see the value in it.” The way we talk about money matters. What stories are you telling yourself? If something...
23 Feb Risk is Personal
We were on our way to Key West when my phone buzzed. "You crazy Aussies, you!" a friend texted. We had barely made our flight out of New Orleans, racing to the...
14 Feb Love Your Money (Happy Valentine’s)
Love Your Money (It Loves You Back!) Whether you're celebrating Valentine’s Day with roses and chocolates, dinner with friends, or skipping it altogether, why not take a moment to show some...
12 Feb Stop Waiting, Start Saving
Are you waiting for that perfect moment? One of the biggest mistakes I see solo entrepreneurs (and honestly, most people) make is waiting to start saving. 💰 Waiting for income to stabilize. ⏳...