Talking Cents

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 Teresa on this episode as we go over seven times you should reach out to your financial advisor to help you navigate some of life's complexities.

#FinancialIndependence #FinancialAdvisor #FinancialAdvice #Finance #PersonalFinance #FinancialPlanning #FinancialPlan #FinancialLiteracy #FinancialGoals #Money #MoneyTips

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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.

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#FinancialIndependence #FinancialAdvisor #FinancialAdvice #MoneyTips #Money #Finance #FinancePodcast

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This is the first of a three-part series on insurance. And for that, Teresa's bringing back Ryan Evans with Wayfinder Insurance. In this first episode, Ryan brings some cautionary stories from his time in the industry and why it's important to have a relationship with someone who can walk you through the complexities of the insurance world so you can protect your hard-earned assets.

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#FinancialIndependence #FinancialAdvisor #FinancialPlan #FinancialPlanning #PersonalFinance #FinanceTips #MoneyTips #Insurance #InsuranceCoverage #InsuranceAgent

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For compliance: MRR#562436

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Planning to buy a home in the future? Then I've got some information you want to know! Joining Teresa is special guest Trey Hooten with First Trust Home Loans. They're looking at three things that could trip you up when looking into a mortgage.

For compliance: MRR#554262

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Did you know that bonuses and extra contributions can negatively affect your plan? What?!😱🤔 Brian is with Teresa 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!

#FinancialIndependence #FinancialAdvisor #FinancialAdvice #PersonalFinance #FinanceTips #MoneyTips #FinancialPlan #FinancialPlanning #Retirement #RetirementPlanning #RetirementAccounts #401k #EmployerPlan #EmployerPlans #Bonuses #Windfall #TalkingCents #Podcast #FinancePodcast

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It's important to count both the short-term AND long-term costs of buying a home! Chad is joining Teresa again on this episode of Talking Cents as we break down the essentials about mortgages that you need to know so you can make an informed financial decision.

#FinancialIndependence #FinancialAdvisor #FinancialAdvice #FinancialPlan #FinancialPlanning #Mortgage #PersonalFinance #HomeLoan #FinancialLiteracy #FinancialEducation

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We're looking at efficiencies this week, and how they can help (or hurt) your personal finances. Chad Roller is joining Teresa again as we try and find a balance between the good and the bad with today's modern financial tools.

For Compliance: MRR#532915

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#FinancialIndependence #FinancialAdvisor #FinancialAdvice #FinancialPlan #FinancialPlanning #PersonalFinance #MoneyTips #Investing #Investments #TalkingCents

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The SECURE Act passed in late 2022, but some of its new rules didn't go into effect until this year. Chad Roller joins Teresa as they break down some of the new tools at your disposal in 2024!

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#FinancialIndependence #TalkingCents #FinancialAdvice #FinancialAdvisor #FinancialPlan #FinancialPlanning #FinancialEducation #FinancialLiteracy #FinancialGoals #Savings #Investing #EmergencyFund #401k #SecureAct #MoneyTips #Retirement

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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.

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