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Select from the following .mp3 audio files:
January 2013
- Financial wake up call Pt 1 – Difficult lessons learned.
- Financial wake up call Pt 2 – Get a new needs versus wants mind set.
- Financial wake up call Pt 3 – Get help so you know your real options.
- The Age of Un-Retirement Pt 1 – Boomers’ realistic future.
- The Age of Un-Retirement Pt 2 – Most Boomers haven’t saved enough.
- The Age of Un-Retirement Pt 3 – The importance of encore careers.
- Second marriages and money Part 1 – Children from previous relationships.
- Second marriages and money Part 2 – Keeping finances separate but equal.
- How to avoid money decisions paralysis.
- Couples and money Pt 1 – Divorce and money lessons learned.
- Couples and money Pt 2 – Happily ever after but UNmarried.
- Couples and money Pt 3 – Financial benefits to being unmarried but coupled.
February 2013
- Looking to the future of your money. Retirement belongs to those who prepare for it today.
- Looking to the future of your money. Identify each contributor/partner’s good traits.
- Looking to the future of your money. You can’t exceed your available resources – so have a bottom line metric in place for your money
- Retirement checklist: put savings on auto pilot and re-examine your retirement mindset.
- Rethinking retirement plans and what you must consider.
- Preparing for retirement post-recession: establishing a new normal regarding money by recalculating and resetting goals.
- The financial retirement pyramid for baby boomers.
- The financial retirement pyramid for baby boomers Pt 2 – Personal checklist and eldercare responsibilities.
- Boomers who are care giving elderly parents – often in danger of forgetting to take care of themselves and their money.
- Financial wake up call Pt 4 – What’s golf got to do with it?
- Financial wake up call Pt 5 – Tell it yourself, tell it first and tell it all.
- Financial wake up call Pt 6 – Getting a financial caddy to help you “recalculate”.
March 2013
- Emotional bank account deposits. Pt 2 – A personal story.
- Emotional and financial preparation makes for a solid foundation.
- Know what’s being said about you and your money: getting credit reports and credit scores.
- Money strategies we should have learned from the 1997 Dow plunge.
- Have a “what to do if” financial plan: be proactive rather than reactive.
- Emotional bank account deposits. Pt 1 – A personal story.
- March is Women’s History month. Women can lead their families out of the recession aftermath.
- Knowing the traits of wealthy people can help you reach some of your own financial goals.
- The value of mentoring – 21st century style.
- Tax season is coming. Pt 1 – Finding a professional tax preparer.
- Tax season is coming. Pt 2 – Questions to ask when choosing a tax preparer.
- Tax season is coming. Pt 3 – Red flags when not to hire a tax professional.
- Everyone needs to take urgent responsibility for personal money.
- Importance of “paying it forward” and being financial literate from an early age.
- Know what’s being said about you and your money: getting credit reports and credit scores.
April 2013
- Your money in your 70s and beyond.
- A financial calendar of money tips. Part 1 – January through March.
- A financial calendar of money tips. Part 2 – April and May.
- April is Financial Literacy Month. Money in your 40s.
- April is Financial Literacy Month. Money in your 50s.
- April is Financial Literacy Month. Money in your 60s.
- April is Financial Literacy Month: Money in your 20s.
- April is Financial Literacy Month: Money in your 30s, Part 1.
- April is Financial Literacy Month: Money in your 30s, Part 2.
- How and where to get your free annual credit report.
- How much you must save to have 1 million dollars by age 65 – if you’ve saved nothing at all yet!
- Creating a secure passwords file.
May 2013
- May is Lupus Awareness Month: researchers need money for a cure.
- Millennials (born 1980-2000) entering the workforce and working differently.
- First steps to take regarding your money if you’re recently widowed.
- The world’s easiest retirement savings plan: saving your age plus two zeros.
- Retirement savings goal in your 20s and 30s – 10% of your salary.
- How to prepare your teen about building good credit.
- A financial calendar of money tips. Part 3: June and July
- A financial calendar of money tips. Part 4: August through October
- A financial calendar of money tips. Part 5: November and December
June 2013
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt. 9
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt. 10
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt. 11
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt 6.
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt 7.
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt 8.
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt 3.
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt 4.
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt 5.
- Financial urgencies in your 40s and 50s.
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt 1.
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt 2.
- Why it’s important to start saving for retirement – in your 20s.
- In your 20s is when to take calculated risks while still saving emergency and retirement money.
- In your 30s, get serious about catching up on savings and funding retirement.
July 2013
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt. 17
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt. 16
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt. 15
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt. 14
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt. 13
- Tell your kids it’s OK to be money smart. Here’s the quiz – Pt. 12