Cover art for podcast Your Best Financial Life

Your Best Financial Life

16 EpisodesProduced by Scott MalbasaWebsite

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

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16: Gaps in Technology Education for Young Women

October 31st, 2019

39:23

Sarala Paliwal is today’s guest. She is Senior Engineering Director at Mentor Graphics, A Siemens Business, and manages a worldwide group of software engineers and a worldwide group of quality software engineers.

 

15: Everything You Need to Know About Fiduciaries with Scott Gerlach

September 30th, 2019

17:30

Today’s guest is actually a co-worker of mine at Cordant Wealth, Financial Advisor Scott Gerlach. I’m really happy to be introducing him to you today, and we will be covering the topic of fiduciaries. I get a lot of …

14: Evaluating Post-Retirement Opportunities with John Tortorici

August 27th, 2019

33:46

A question that often comes up when talking to people that are approaching retirement is “What do I do next, and how do I evaluate the opportunities that become available to me upon retirement or the transitioning out …

13: How to Navigate Downsizing with Stephanie Malbasa

July 22nd, 2019

32:35

This week’s episode is an extension of a recent interview with Beth Giles, a professional organizer. Today’s guest, Stephanie Malbasa is an estate planning attorney with special insight on what it looks like behind the …

12: Evaluating a Separation Package

July 8th, 2019

17:48

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

43:08

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

43:26

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

31:05

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

25:16

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

52:31

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

35:59

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

35:15

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

48:51

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

48:00

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

52:01

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

2:40

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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