Welcome To My Blog
Explore the most recent episodes of the Wealthy After 40 podcast here. Each post includes full show notes, key takeaways, transcripts, and helpful resources to help you dive deeper and take meaningful action after every episode.
If you're looking for a specific topic or question, be sure to use the search bar below.
Retirement planning is one of the most important financial journeys you’ll take. Yet, it often comes with uncertainty, confusion, and a lot of questions. How much do you need to retire? Should you pay off debt before saving? How much should you save each month? When should you start taking Social Se...
Financial security starts with understanding where you stand today. In this episode, we dive into the importance of conducting a personal finance audit—an essential step to gaining clarity, identifying gaps, and creating a plan for long-term stability. Whether you're preparing for retirement or simp...
In today’s episode, we dive into an incredible client transformation story. When she first reached out, she was stuck in the paycheck-to-paycheck cycle, frustrated with her spending habits, and unsure how to balance saving while paying off debt. In just three months, she made incredible progress—pay...
