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.
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.
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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.
