Financially Intentional

Send us a text Have you created a plan for when you eventually need assistance with everyday activities and are unable to care for yourself for a long period of time? It's best to start considering long term care insurance when you're relatively young and healthy, as this will help you secure a lower premium rate. Generally, the younger and healthier you are, the more cost-effective and suitable the policy is likely to be. I was always under the assumption that I should purchase a...

Send us a text Portia Wood, Esq our Estate Planning expert joins us to discuss why estate planning is important for every adult. Learn the three aspects of estate plans that are a must. Understand the difference in using AI generated estate plans versus working with an estate planning attorney. Estate planning is an important step in making sure that your wishes for the future are clearly put in writing. That way, your wishes will be followed no matter what happens. You also want to mak...

Send us a text In today's episode I sit down with coach and author Amina AlTai to talk about what she calls the Ambition Trap and how it can push us toward stress and burnout instead of a life we actually enjoy. We share our own stories of chasing “perfect” success in work and money, getting sick and tired, and then slowly learning to listen to our bodies, heal old hurts, and make choices that fit who we really are. Amina explains how big goals, toxic work culture, and doing everything alone ...

Send us a text In today's episode, I talk with Angel Mathis about how she paid off a big debt, saved a lot, and made work optional as a nurse. We share simple steps you can copy, like tracking your money, using your benefits, and investing a little each month. Angel also tells the real story of burnout and how clear boundaries and a plan helped her heal. We talk about buying a home with cash, taking time off to hike and travel, and building a life you love without fancy math. About our guest...

Send us a text In today's episode I sit down with Terry Kirk to talk about money lessons from the 1929 market crash and the Great Depression. Terry tells real stories from his book Pitfall and from life on the Chicago trading floors. We break big ideas into simple steps you can use today like how to stay calm when markets drop how to protect your savings and how to keep a long term plan. We also talk about mindset shame and starting over after a loss. By the end you will know what went wrong ...