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feedback loops for return on life
Estate Planning

Apprise’s Five Favorite Reads for the Week of September 22, 2024

Discover how to build positive and negative feedback loops to enhance your Return on Life (ROL). Learn how to align your time, energy, attention, and money (TEAM) with your goals and values to live a more fulfilling life. Plus, check out our favorite reads for the week on Social Security, cybersecurity, Roth IRAs, and more.

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Tuning Out Financial Noise
Markets

Tuesday Tips: Tuning Out Financial News

Learn why tuning out financial news, especially from networks like CNBC, is crucial for women facing life transitions. Stay focused on your long-term financial goals by tuning out financial news noise and embracing a confident, sustainable financial plan.

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keystone habit for a better return on life
Favorite Reads

Apprise’s Five Favorite Reads for the Week of October 13, 2024

Discover 5 keystone habits that improve your Return on Life, from exercise to financial planning, and create lasting positive changes.

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Tuesday Tips Invest in Your Future Self
Personal Finance

Tuesday Tips: Invest in Your Future Self: How Small Steps Today Lead to Retirement Success

Learn how to invest in your future self with smart retirement savings strategies. Start today to build the financial freedom you’ll need for tomorrow’s life on your terms.

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Bucket list planning
Retirement Planning

Bucket List Planning – Align Your Health With Your Goals

Learn how to align your bucket list with your health and life stages to avoid missing out on meaningful experiences. Prioritize adventures now while you’re physically able.

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Popular Posts

Money Tree Investing Podcast
Financial Planning

Podcast Appearances and Interviews

I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional information below as well as links to every podcast I have appeared in with Money Tree Investing. You can also listen using your favorite podcast app.

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Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations