Financial Health and Wealth Show
Latest Episodes
11/19/23: Things To Consider Before The End Of The Year
What are some ways to manage the rising cost of living and income planning needs, especially if already retired?
11/12/23: Cost of Living Adjustments Update
Carla and Cassandra have had a wave of people who have old 401k’s reaching out right now, with changes in living costs it's a good time to look at overall retirement planning and options.
11/5/23: How to Take Advantage of a Down Market
If you are planning to retire within the next few years it may be a good time to assess your allocations and where every dollar is situated and also evaluate where future dollars will be going.
10/29/23: Spooky Financial Trends
This Halloween we look at some recent studies about how much individuals and companies are prioritizing savings. What are the first expenses and benefits on the cutting room floor?
10/22/23: Topics in the World of Investing News
The world is facing a period marked by more volatility and higher interest rates. Issues need to be front and center and can inspire people to take action towards a successful retirement.
10/15/23: Understanding Social Security
Social Security impacts all of us. Let's discuss when it was started and why, as well as if it will be here in the future to the extent it is now.
10/8/23: Academic Loans
With loan payments paused for so long many stopped planning for that added expense. How could this change impact the financial climate?
9/24/23: Being A Successful Investor: Part 2
Cassandra is back to continue last week's discussion on the diverse investment options available to you.
9/17/23: Being A Successful Investor: Part 1
How to be successful as an investor in todays markets! Not just surviving, but thriving by looking for new opportunities. Carla and Cassandra give alternate options for investments so you know what's out there.
9/10/23: The Cost of Waiting
What's the cost of waiting to look into life insurance? Many people put off certain finical options, but here's why it's better to plan ahead!