December 2025
December 16, 2025
About December’s Episode
December is all about the theme of ‘Close’. Here’s how we’ll package our time together to put a bow on the year.
- Special guest segment: Probate of a loved one, Matt & Megan Hochstetler
- Life topic: Look back and celebrate
- Financial education moment: Password keeper to help protect from scams
- Financial show & tell: IRAs aren’t great in Estate Planning
Have questions you’d like to ask? Reply to this email or drop us a message at clients@pleasantwealth.com.
December’s Conversation Host
Liz Hand, CFP®, ACC
Liz Hand, CFP®, ACC, is a financial advisor and a trained Life Coach who focuses on serving women closing in on retirement or women who are already retired. With a knack for retirement income design and women’s finances, Liz shares complex financial ideas in practical terms.
Involved in the community in various capacities, she is on the board of Women’s Impact and involved as the youth sponsor at First Mennonite Church in Canton. Liz and her husband, Nate, enjoy raising their sons, Mason & Brennan. A weekend with free time finds them enjoying downtown Canton eats & events, camping, and dreaming of getting to more National Parks (a family goal to visit them all).