WAW0107: Diary of a Successor Trustee

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

In this podcast episode, we delve into the responsibilities and challenges of being a successor trustee after the passing of a family friend. We discuss the crucial role of a successor trustee in managing and distributing the deceased individual's assets according to their wishes. From navigating legal and financial intricacies to handling emotional aspects, our experts provide insights and practical tips for those entrusted with this important role. Whether you're new to the role or seeking guidance on fulfilling your duties with compassion and efficiency, this episode aims to shed light on the complexities of being a successor trustee in the aftermath of a loss.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

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WAW0106: Shocking Truth - High Interest Rates - Your Debt Savior or Financial Doom?

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

Welcome to our latest podcast episode where we tackle the changing landscape of interest rates. Remember the days of ultra-low rates? Well, those are behind us. Now, high interest rates are shaking things up—but are they all bad? Join us as we explore this topic, uncovering the dual nature of high interest. For some, it's a financial headache, especially if you're in debt. But for others, it's an asset to leverage wisely. We'll delve deep into strategies for making high interest rates work for you, whether you're on the debt side or reaping benefits. Discover actionable insights to navigate this new reality and make informed decisions, regardless of which side of the fence you're on.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

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If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

We can’t count how many times that we’ve stopped and restarted this podcast. OK, it's 3 (or maybe 4), but alas, we’re back yet again.  We promise you that we have good reasons for the hiatus this time, and we’re gearing to getting these podcast episodes back on track.  Tune in and find out what we’ve been up to these past few months.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

WAW0105: Used Car Buying Guide Part 2

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

With the car market still being crazy post pandemic, buying a used car may seem as daunting as ever.  Fear not, we’re here to be in your corner.  In this episode, we’ll take a deep dive into the in’s and out’s of buying a used car.  Let’s find out why it’s smart to buy used and some general tips and tricks on how to find a good used car.  In tune in to Part 2 of our Used Car Buying Guide.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

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If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

With the car market still being crazy post pandemic, buying a used car may seem as daunting as ever.  Fear not, we’re here to be in your corner.  In this episode, we’ll take a deep dive into the in’s and out’s of buying a used car.  Let’s find out why it’s smart to buy used and some general tips and tricks on how to find a good used car.  In tune in to Part 1 of our Used Car Buying Guide.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

References:

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

In this week’s episode, your host, Kevin delves into the intricate details of Van’s Personal Financial Dating profile.  Let’s explore the secrets to Van’s Financial Dating profile that authentically reflects his financial values while captivating potential matches.  Tune in and get ready to set the stage for meaningful connections built on mutual financial understanding and compatibility.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

WAW0101: Kids Talk Money

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

It’s been a while since we had special guests in the podcast.  In this special episode, we bring in kids to ask them random questions to see how much they know about money.  Tune in to see what wild and zany responses we get from these kids.  Maybe they’ll even teach us adults a thing or two about money.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

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If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

We did it folks, 100 episodes!  It only took us 5 years, but finally we did it!  Thank you for sticking with us over the years.  With us restarting the podcast twice, having inconsistent release schedules, and frankly all of the countless banter about “The Rock”, it’s a miracle that we still have listeners.  In this episode, we wanted to celebrate by taking a nod with “The Christmas Carol” while we take a deep dive into Kevin and Van’s years of financial past, present, and future.  Join us in our celebration!

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

It’s that time of year again. Like death, taxes are something that you can never avoid. However, if you are well prepared, getting your tax return done won’t be a big deal. This year, you many have heard rumblings that your tax refund will not be as good this year. Tune in to find out if that’s true and how it may impact you.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

If you are interested in a 1-on-1 financial coaching session, please contact [email protected] to schedule a free consultation. We’re here for you.

Budgeting is a fundamental financial planning tool that we highly recommend, but how do you do so when you're about to spend a boatload of money for a high expense purchase? Join us as we talk about Kevin's home renovation and how it is blowing his meticulously planned budget. We also talk about Van's latest financial youtube obsession, Super Mario and other fun things.

As always, if you have any questions, comments, or topic recommendations, please email us at [email protected]. Subscribe to future episodes of “A Word About Wealth” as we strive to deliver financial entertainment to the masses.

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