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.
Time vs money trade-off, solved in 5 minutes. Use a simple scorecard to buy back time, protect energy, and free attention after significant life changes.
Align your money with your values through values-based financial planning—especially after divorce, widowhood, or life transitions.
What is financial freedom? It’s more than money. Learn how to define and feel financial freedom, especially in life’s next chapter.
New IRS rules require annual RMDs for many inherited IRAs. Learn what non-spouse beneficiaries must know to avoid costly mistakes.
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Alleviate stress and see where you are and what you need to do next for a comprehensive financial plan tailored for you.
