November 15, 2022

Why I Became A Financial Transitionist

I was a guest on this show and the host, Susan Bradley—author of Sudden Money—got my story about why I transitioned from a teaching career to become a financial planner and specialize in financial transitions related to aging. https://www.youtube.com/watch?v=LXR-MvBn2rk
October 18, 2022

Health Is Wealth and Healthcare Planning Is Financial Planning

Image Source: MacLeod, S., Kraemer, S., Tkatch, R. et al., Defining the Personal Determinants of Health, Journal of Behavioral Health, 2021 Like a frontier town is the hub for commerce, transportation and community, financial planning sits at an intersection. Most often life […]
March 16, 2022

How do I find the right financial advisor?

An orange origami bunny hopping toward her investment carrot patch. A wagon train led by handsome horses steering toward a retirement hitching post. Green arrows reminiscent of Oz illuminating the path to financial freedom. Can we gather tips from television commercials to […]