November 2025

About November’s Episode

November is centered on the theme of ‘Remember’.

Here’s how we’ll tie that theme into your money:

• Special guest segment: Legacy Project with Grandchildren, with Henry & Julia Beun
• Life topic: Generational Money Stories 
• Financial education moment: HSAs in Your Retirement Picture
• Financial show & tell: Roth conversion scenario

Have questions you’d like to ask? Reply to this email or drop us a message at clients@pleasantwealth.com.

November’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).