Dec 13, 2019
In this episode, Stephanie provides a practical framework for setting realistic goals and making true progress toward accomplishing those goals over the next year. Show notes at https://lgbtqmidlifemoney.com/34
Dec 6, 2019
When is the last time you reviewed your beneficiaries? Retirement accounts (IRAs, 401ks) and life insurance both require naming beneficiaries. This is one of the most overlooked financial tasks I see as a financial advisor, and the consequences can be severe. In this episode, learn more about the how and why to updating...