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Featured Post
First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]
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EPISODE OVERVIEW: Second marriages bring more than love to the table, they come with financial history, family ties, and planning decisions that can’t be ignored. In this episode, Betty sits down with CPA and CFP® DeDe Smolen to unpack the financial, tax, and estate planning realities of blending lives later in life. From prenups and […]
My house is full again, and honestly? I could not be happier about it. My son is home, and that means all my boys are under one roof, and my heart is just… full. We’ve been making the most of it. Hiking in Zion and riding ATVs through the red rocks. The kind of days […]
EPISODE OVERVIEW: What happens to your finances when your world falls apart? Christopher Dale, Certified Financial Planner and Certified Financial Transitionist, has lived that question. As a young man, he cared for both parents through serious illness, and when he lost them, he also inherited a mountain of financial decisions he wasn’t prepared to make. […]
May. The word alone should come with a warning label. Somewhere between the end of April and Memorial Day weekend, the calendar just… explodes. Graduations. End-of-year recitals. The cousin’s kid’s party three states away that somehow became a whole trip. Managing May is basically a full-time job. And somehow, in the middle of all the […]
Every year, without fail, I find myself energized in a way that’s hard to explain to people outside this work. Not because I love spreadsheets, but because this is the time of year when the fog lifts. When I’m sitting with someone and we find something, or maybe a strategy, that they didn’t know existed. […]
EPISODE OVERVIEW: What if the biggest obstacle between you and financial confidence isn’t your income or investment strategy, but the money story you’ve been carrying since childhood? In this powerful conversation, Betty sits down with financial therapist Wendy Wright to explore the emotional side of money and how women, in particular, experience wealth. Wendy explains […]
