Episode description

There's so much to cover in today's episode that we've had to split it into two! This is part one. Next week on August 25th, part two will air.

Our guest today is the lovely May. She is located in a suburb of Kansas City. She is 36 years old, married, and works for a non-profit firm as a paralegal.

May has A LOT going on with her financial life. She got married, bought a house, her husband was recently laid off, her father passed away, she inherited money, and she is now responsible for her mother's finances because she has health issues. On top of all of that, she has had to take a pause on her master's degree in counseling and is looking at going back to school.

We hope you enjoy this episode today, and make sure to tune in next week for part two!

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The content in this podcast is for informational purposes only. All investment strategies and investments involve risk of loss. Nothing contained in this podcast should be construed as investment advice. Any reference to an investment’s past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.