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Most Recent Podcast Episodes
The LGBTQ Series: Many LGBTQ couples are marrying for the first time in midlife. In this episode, Stephanie shares the “pro” financial benefits of LGBTQ marriage as well as a few minor “cons” to consider before taking the plunge.
The new SECURE Act (Setting Every Community Up for Retirement Enhancement) quietly became law at the end of 2019. In this episode, Stephanie highlights the important changes that could significantly affect your IRA and retirement planning.
The 2020 HRC Corporate Equality Index was recently published. Learn how as a community we can leverage this index to make a greater impact through our purchasing and career decisions!
It’s a new year, and we are beginning the year with U.S. markets at an all-time high. January is a good time to review your portfolio mix. Markets are unpredictable and it can be dangerous to try and time them. In this episode Stephanie give 4 prudent portfolio rules to follow so that you can continue participating in the growth of the markets but also manage your risk effectively.
Here’s a more practical and realistic way to set goals for the new year and actually make progress.
When is the last time you reviewed your beneficiaries? Retirement accounts (IRAs, 401ks) and life insurance both require naming beneficiaries. This is one of the most overlooked financial tasks I see as a financial advisor, and the consequences can be severe. In this episode, learn more about the how and why to updating your beneficiary designations on your financial assets and accounts.