Planning to buy a home in the future? Then I've got some information you want to know! Joining me is special guest Trey Hooten with First Trust Home Loans. We're looking at three things that could trip you up when looking into a mortgage.
You might not need to talk with your advisor very often, but there are definitely life events you should let them know about! Chad Roller is with me on this episode as we go over seven times you should reach out to your advisor to help you navigate some of life's complexities. 6 Keys to Financial Independence
What's the worst financial advice you've heard? Brian's in the hot seat again on this episode and we're taking a look at some truly terrible financial advice we've found on the internet so you know what NOT to do.
Fear and debt have led to a financial crisis where many aren't investing in their future. The antidote to fear? Education. I'm joined by Chad Roller as we take a look at what you can do if you're in a financial crisis so you can start making progress today on your journey to true financial independence. 6 Keys to True Financial Independence
Did you know that bonuses and extra contributions can negatively affect your plan? What?! Brian is with me in this episode as we dive into the details of how to make the most out of your 401(k) plan and company match so you don't miss out on free money! 6 Keys to Unlocking Financial Independence
It's important to count both the short-term AND long-term costs of buying a home! Chad is joining me on this episode as we break down the essentials about mortgages that you need to know so you can make an informed financial decision.
We're looking at efficiencies this week, and how they can help (or hurt) your personal finances. Chad Roller is joining me again as we try and find a balance between the good and the bad with today's modern financial tools.
The Secure 2.0 Act was passed in 2022, but some new rules didn't go into effect until this year. Chad Roller is joining me as we look at some of the new tools at your disposal in 2024!
A lot of the time, self-care is about physical health or emotional health. But what about financial health? Because finances have a very real impact on just about every area of your life. In this episode, I've got three tips so you can make sure not to neglect your financial wellness.
It's a new year. Ask yourself: what's holding you back from making progress on your goal to be financially independent? Chad Roller is joining me on this episode as we take a look at some hurdles that might be standing in your way and how to overcome those!
After the student loan pause, many are experiencing a financial pinch now that payments have resumed. Joining me today is our Planning Intern and real-life student, RandeeK. We'll be talking through some of her recent loan experiences and some updates from the Department of Education that could help ease the burden of repayment.
While we don't love debt, it sometimes can't be avoided. And if you want a good interest rate on that debt, you're gonna need a good credit score. Chad Roller is in the co-pilot seat again on this episode as we look at ways to increase that score and keep it high.
We've had significant property damage from weather events here in Arkansas over the last couple of years. And that's having an impact on the insurance industry. In this episode, I'm joined by special guest Ryan Evans, with Wayfinder Insurance, to give us insight into how the industry is changing and how these changes affect you.
This ain't your daddy's layaway program. With 1 in 3 consumers using a "buy now, pay later" plan on their purchases, we've got to talk about it. Chad Roller joins me as we look at who's using these plans, why they're using them, and what's the risk.
The holidays can be filled with so much joy! It can ALSO be filled with so much stress! There's often a whirlwind of food, friends, family, decorating, travel, gifts, OH MY! In this episode, I'm going to give you three tips for the holidays and dealing with all the things.
Like a car in the mud, when you're financially stuck it's easy to keep spinning your wheels and go nowhere. Candice Stanley is joining me again as we look at ways to get out of the ruts and back on the road to financial independence. MoneyWorks MoneyGuide
If you've got clowns to the left of you and jokers to the right, what does that make you? Brian Helms, from our Bryant office, is bringing some of his life experiences to the show today! We're looking at how the people you hang out with can help (or hinder) your financial journey. MoneyWorks MoneyGuide
I've got Candice Stanley joining me in this episode. We're talking credit cards! When to use them. How to use them. And why we're totally fine being called deadbeats. MoneyWorks MoneyGuide
Hear me out! I realize the title sounds like a crazy thing to say as someone who specializes in retirement income planning. For some of us, retirement is a long way off. But I've got a goal in mind that's a bit more tangible. 6 Keys to Financial Independence MoneyWorks MoneyGuide
Don't you hate hearing that phrase? We need to talk. It always sounds so ominous! Chad Roller's joining me in this episode as we look at different life events and milestones that should prompt you to reach out to a financial advisor and tell them, "We need to talk." MoneyWorks MoneyGuide
We all make mistakes and wish we could have done things differently. But on today's show, I want to give you some important tips so that you have no regrets when it comes to your finances! Haircut Regrets MoneyWorks MoneyGuide
We all have bad habits - some are big and some are small. And if you have bad financial habits, those can hold you back from the goal of TRUE financial independence! With some help from my Conway partner Chad Roller, we're going to identify some bad financial habits and solutions you can implement today! MoneyWorks MoneyGuide
$16,000,000,000. That's how much American household debt rose just in Quarter 2 of 2023. Most of that is from credit cards and auto loans. In this episode, I'm talking about our debt culture - something that I've been a victim of myself - and what steps you can take to reasonably keep yourself out of unnecessary debt. 6 Keys to Financial Independence MoneyWorks MoneyGuide...
Being a mom, I can turn anything into an analogy when trying to give advice (apologies to my kids). And as a financial advisor, I've found a lot of motherly advice can also apply to your financial journey! In this episode, I'm sharing four pieces of advice to help you on your path to TRUE financial independence! MoneyWorks MoneyGuide
With the rise of social media, there's a growing trend among young adults where the goal is to look wealthy. But looks can be deceiving! I'm joined again by Chad Roller as we explore the differences between looking wealthy and being wealthy, and how being wealthy is WAY cooler. 6 Keys to Financial Independence MoneyWorks MoneyGuide...
There is over $6.3 trillion held in 401k's, but most plan holders don't fully understand them or financial terminologies! I'm joined again by Chad Roller in this episode as we run you through a crash course of everything you need to know about your 401k! 39: Roth vs. Traditional 6 Keys to Financial Independence MoneyWorks MoneyGuide...
If you've ever seen the popular gameshow Deal or No Deal, you understand the risks and rewards involved in playing. It's all about choice - the right choice can make you rich and the wrong choice can leave you with nothing. In this episode, I'm joined by Chad Roller as we look at different investing concepts and ask the question: Deal or no deal? 6 Keys to Financial Independence MoneyWorks MoneyGuide...
It might feel wrong to plan for loss, but not doing so can cause even more pain when you're already grieving a loved one. In this episode, we're taking a look at ways to plan ahead with inherited funds. So if and when the time comes, you can focus on what matters most. 6 Keys to Financial Independence
If you've got a child on the way, you know it can be simultaneously exciting and scary. And that's before thinking about the costs involved! Kids ain't cheap. But we're here with some financial wisdom to help you be able to focus on your bundle of joy and NOT a bundle of bills! MoneyWorks MoneyGuide
There's been a rise in the culture surrounding long hours, sacrificing self-care, and placing "the grind" at the center of your life. Is that a healthy lifestyle? NO! We believe in balance and want to help you avoid burnout on your financial journey. MoneyWorks MoneyGuide
