Dec 26, 2024
As the year comes to a close, many of us are making resolutions moving into 2025. So why not focus on our money mindset as well?
Whether you’re overwhelmed by debt, stuck in a savings rut, or simply stressed about money, this episode is packed with actionable strategies to help you think differently and achieve...
Dec 12, 2024
It’s hard to believe the holiday season is here! While you’re stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that can bring you closer to a secure retirement. Today, we’re unwrapping 10 bite-sized, actionable ideas to help you save smarter, invest better, and...
Nov 25, 2024
Navigating the transition of divorce can be challenging, especially when it occurs right before or during retirement. That’s why this week on Wisdom and Wealth, we’re going to share 3 immediate steps you’ll want to take during this pivotal time: first, understanding your flow of income; second, evaluating your net...
Nov 12, 2024
Are you making decisions about your money with a clear mind? Or are you financially ‘impaired?’ December is National Impaired Driving Prevention Month, so with that right around the corner, we’re exploring the surprising parallels between dangerous driving habits and risky financial choices.
Here are the points...
Nov 7, 2024
In the recent celebration of Halloween, we’re bringing you some real-life cautionary tales in today’s episode. Donna and Jim will share a few spine-chilling financial horror stories that could happen to anyone without proper planning.
As you listen, take a moment to consider your own financial situation. Have you...