This week I sat down again with Ariel Ward, CFP® to talk about how to become a millionaire and some of the small steps you can be taking now to help you down the road. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the…
This week I sat down with fellow CFP® Roger Whitney to discuss planning for retirement, some dos and don’ts and baby steps along the way to set you up for success. Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a cofounder of WWK Wealth Advisors and host of the award-winning podcast The Retirement Answer Man. He…
This week I sat down with bookkeeper, Greg Higdon to discuss the importance of having a bookkeeper and what working with one can do for your business. Greg Higdon is the Founder of Grow the Books, a bookkeeping company for small businesses. With over 13 years of experience in education, he teaches his clients so…
This week I sat down again with Ariel Ward, CFP® to talk about things to think about before buying a home. Ariel Ward, CFP® joined Workable Wealth in 2018 as a Financial Planner and in March of this year, made the move to Abacus Wealth Partners with me as a Financial Planner. She and I…
HOW DO I PAY OFF DEBT AND STILL ENJOY LIFE? This week I sat down with PR & Online Marketing Strategist, Brittney Lynn. Brittney Lynn has almost 10 years of experience working in the online marketing industry and has a passion for helping others grow their brand through strategic PR. She’s also the host of…
This week I sat down with award winning podcaster, Joe Saul-Sehy. Joe Saul-Sehy is the creator and co-host of the award winning Stacking Benjamins podcast. Kiplinger magazine called Stacking Benjamins the best personal finance podcast of 2016. The Academy of Podcasters has nominated Stacking Benjamins for their Best Business Podcast award, to be given out…
I’ve had the same credit card for as long as I can remember. I’m hearing a lot about rewards programs and the need to maximize my options. What should I know when I’m shopping for a credit card? I’m in my late 30s and I feel like I’m doing okay with savings, but I’m not…
