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Cassandra is in to chat about some of the most popular financial topics and questions she hears the most often. Topics include: Consolidating Assets, Philanthropic Strategies, Reviewing Beneficiaries, Estate Planning, Recent Rate Hike and more!
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Historically the markets trend upward and we do feel that there will be a positive trend over time – what is that
timeframe, that is the unknown! Carla and Cassandra from Clearstep Financial and host Miss Shannan assuage our concerns over future market swings.
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What people worry about when it comes to finances and how having an advisor can help navigate through these concerns.
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Cassandra Brashier from Clear Step Financial is back from vacation with host Miss Shannon to help you figure out the financial shifts that occur during major life changes. How are your accounts affected when you get married? Divorced? Cassandra gives advice on how to preserve your assets during times of loss and love.
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Do you need to separate your emotions from your money? Carla and Cassandra from ClearStep Financial help explain how your psychology impacts your savings and spending. Your money has time value, what does that mean, and how does micromanaging your accounts impact that value?
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What is FDIC Insurance and what does it apply to? With already a quarter of the year behind us, are you on the right track to meet your year end goals?
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The daughter of the mother daughter duo, Cassandra, talks about everything you want to know about Roth IRAs and how they can help improve your financial health.
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If you find yourself on the road to divorce, an advisor can help look at how to most efficiently separate assets. What are the most asked questions and what steps should you take to have best chance at reaching financial and retirement goals?
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Cassandra and guest host Tiffany Norton discuss the necessary steps towards financial independence and how to build a financial legacy for the future.
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