Goals are guesses—treat goals as evolving possibilities. In Ep. 4 with Carl Richards, take tiny steps, learn fast, and focus on alignment over perfection.
One-page plan = purpose, 2–3 priorities, 90-day actions, and a review at least annually. Watch Ep. 3 with Carl Richards and read the edited transcript.
Four sources of capital (Time, Energy, Attention, Money). In Ep. 2, learn simple ways to rebalance TEAM and make small shifts that compound.
Pick a retirement withdrawal strategy—4% rule, guardrails, or buckets—and the Q4 tax moves (Roth, RMDs, QCDs) that protect your Return on Your Life.
A 5-part mini-series with Carl Richards on aligning money with life. In Episode 1, we define real financial planning—the overlap of your money and your life—and why a plan is a living process, not a binder.
Money is a tool—not your identity. Give it a clear job and follow 3 small steps for 12 weeks to calm cash flow. Watch now and set a simple weekly rhythm.
Learn how Roth conversions for surviving spouse can reduce lifetime taxes, manage IRMAA, and support heirs under SECURE 2.0.
Design a calm, family-first fall: set a shared calendar, add small weekly “beats,” and protect your time, energy, attention, and money with one simple constraint.
Set a 30-minute weekly money check-in routine: Bills → Balances → Calendar → One small improvement. A calm, repeatable ritual to steady cash flow and stress.
Plain-English first-year guide with financial steps for recent widows—what to do now, what can wait, and a calm 12-month sequence after loss.
Discover how happiness and success reinforce each other—especially for women starting fresh. Science-backed habits and a values-based plan to live fully.
Use the 1% auto-increase savings strategy to capture your 401(k) match, pay down high-interest debt, and pay your future self first—without feeling it.
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