April 2026

April 2026

Alignment as Advantage: Setting Up What’s Next with a Confident Edge A-ha Moments: Money Mirrors Beginnings Special Guest: Bruce & Norma Hershberger – Planning the Go-Go Years Balanced Perspectives: Disruptions & adaptations Confident Decisions:...
March 2026

March 2026

Space as Strategy: Clearing the clutter of your financial flow Here’s how we’ll guide the conversation as we center on the theme of “Clearing Out.” A-ha Moments: Money Mirrors Space Special Guest: Linda Leon – Spiritual & physical...
5 Ways to Declutter Your Financial Life This Month

5 Ways to Declutter Your Financial Life This Month

Article Overview Consolidate retirement accounts Streamline bank and investment accounts Review subscriptions Update beneficiaries One-page financial snapshot Why financial simplicity matters When most people think about clutter, they picture overstuffed closets or...
February 2026

February 2026

About February’s Episode This month, we’re zooming in on the theme of Envisioning and how to allow our desires to guide our financial direction. Desire as Direction: Letting what you truly want guide your financial strategy Special segment: Visualization...