Your Best Financial Life
No matter where you are in your career, you probably have some stress in your life that is caused by money. Are you saving enough? Will you be able to retire early? How much will it take to get complete financial freedom? Your Best Financial Life is here to answer all of your questions and bring on … read more
All Episodes
12: Evaluating a Separation Package
July 8th, 2019
Chances are, you or somebody you know, have been offered a separation package from an employer.
Today, Scott shares with us “Rob’s” story. Rob was around age 60 and planned to retire at age 65 when his long-term …
11: Nurturing a Small Business, Maximizing Potential and Preparing for a Founder's Exit with Jeff Kadlic
June 24th, 2019
Nurturing a small business to maximize its potential while dodging the risks, plus preparing a business for an exit when a business founder wants out are the topics on today’s podcast.
You will meet Jeff Kadlic, who …
10: Changing Careers to Follow Your Passion with Bob Paskins
June 10th, 2019
It’s human nature to desire stability in our lives, but we often have to overcome that drive for security to achieve our goals. Today’s guest, Bob …
09: Incorporating Philanthropy Into Your Financial Plan with Bill Hawke
May 27th, 2019
Incorporating philanthropy into your finances isn’t a requirement, but it is fulfilling and easily achievable if you happen to be charitably …
08: What You Should Know Before Investing in Real Estate with John Swagerty
May 6th, 2019
Real estate is a diverse market that is much more complex than commonly perceived. In today’s interview with John Swagerty, Senior Vice President at Acadia Realty Trust, Scott and John dissect what goes into evaluating …
07: Making Your Finances Mortgage Ready with Kim Bean
April 22nd, 2019
A home is one of the biggest purchases you’ll make in your lifetime, so why do people know so little about it? Todays’ guest, Kim Bean, has been a mortgage loan officer for decades and has seen the ups, downs, and …
06: Starting a Business After Retirement with Kim Netting
April 10th, 2019
Retirement doesn’t have to mean stagnation or mark the end of pursuing dreams. In fact, many people aspire and start up their own personal businesses …
05: Organizing Your Systems of Life with Beth Giles
March 18th, 2019
Everyone wants to be more organized in life, and most need to downsize their belongings along the journey. Today’s guest will help you with these goals. Beth Giles is the Professional Organizer/Senior Move Manager at NW …
04: Building Financial Confidence with Apollo Lupescu
March 4th, 2019
We all want to be financially educated and invest in companies we believe will be the most impactful in regards to what we believe in, all while …
03: The Everyday Guide to Tax Planning for Retirement
January 31st, 2019
Preparing for retirement doesn’t have to be difficult or overwhelming. Professional investment advisors are trained to help assist with each …
02: The Most Commonly Misunderstood Aspects of Implementing a Will with Melanie Marmion
January 30th, 2019
We all have questions when it comes to planning for our future and how to implement the best plan of action when it comes to setting a legal plan in place. When it comes to finances the majority of us have an …
01: Introducing Your Best Financial Life
January 14th, 2019
Working in the financial industry, I get asked a lot of questions about money everywhere I go. No one is immune from the stress that money creates in our lives. We all have questions that keep us up at night, and I want …
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- Your Best Financial Life 2019