Best Friend Financial Advice

Best Friend Financial Advice

By The Pod MillBusinessInvesting
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Best Friend Financial Advice episodes

  • 15. How To Be Your Advisor's MVP Client
    Maureen spills the tea on the clients who earn VIP treatment aren’t always the ones with the biggest portfolios, but the ones who show up ready to play. With witty asides about pickleball partners who never return the ball and golf lessons that actually stick, she shares practical habits—clear communication, a prepared agenda, and the occasional thank-you note—that turn any retiree into a first-class client. The result is a warm, no-nonsense guide for women who want their money working as hard as they once did, delivered with just enough humor to make the numbers feel friendly.
    11 min
  • 14. Back to Basics with Maureen: Finding the Best Financial Advisor for You
    After a whirlwind of interviews, Maureen brings things back to basics for our incredible audience. We are starting a new series looking at financial steps that some people think are too daunting but with a little advice and confidence can easily be handled. This week we are looking at finding the right financial advisor for you and your circumstances. Tune in and enjoy!
    12 min
  • 13. Mock the Wine Moms All You Want—Then Follow the Money
    Women are a financial force, despite decades of misogynistic messaging designed to create shame. This podcast flips the “AWFUL wine mom” stereotype, offering real tools, confidence, and clarity. Our collective wealth is massive—spread across communities, not locked up by the one percent—and powerful enough to do real good.
    28 min
  • 11. Amazing Savings Advice
    Are you living paycheck to paycheck? Do you worry you'll never be able to save money? Or maybe you're earning good money… but somehow, there's nothing to show for it? If any of that sounds familiar, this episode is for you.Today we’re breaking it all down—how to save your money, pure and simple. No jargon. No guilt. Just practical steps you can start using today to take control of your finances and finally build the savings you deserve. Let’s get started.
    15 min
  • 10. Navigating the Complexities of Financial Caregiving with Beth Pinsker
    In this conversation, Beth Pinsker discusses her experiences and insights on financial caregiving, particularly in the context of caring for aging loved ones. She emphasizes the importance of planning, understanding financial systems, and the emotional challenges that come with caregiving. The discussion covers practical tips for managing finances, navigating Medicare, and the significance of having proper documentation and legal arrangements in place. Beth shares her personal journey, highlighting the lessons learned and the need for open conversations about financial caregiving.
    1 hr 4 min
  • 9. Financial Empowerment with Sherry Finkel Murphy
    In this episode, listeners are invited to challenge their financial mindset with Sherry Finkel Murphy, CFP®, ChFC®, RICP®, creator of Madrina Molly ™. The conversation between Maureen and Sherry dives deep into breaking free from limiting money beliefs, discovering strategies to make your finances work for you in today's ever-changing landscape, and exploring creative ways to enjoy your wealth sooner rather than later. Tune in for actionable insights and transformative ideas that can help you start living your best life now.
    49 min
  • 8. Trying to Get a Grip on Medicare with Carly Rosswurm
    Maureen sits down to discuss the complexities of Medicare with expert Carly Rosswurm from Ash Brokerage. They cover all the essential topics such as eligibility, enrollment, the different parts of Medicare, what is not covered, and the differences between supplemental policies and Medicare Advantage plans. Carly emphasizes the importance of understanding IRMA charges and the significance of Part D for prescription drug coverage. The conversation aims to demystify Medicare and provide listeners with valuable insights for their healthcare planning in retirement. Medicare is one of the most complex and important topics for our great seniors. Getting it right is extremely complicated and important. Maureen always brings on the best guests with the best information in order to make sure you have everything you need to be successful. 

    34 min
  • 7. More Exploration Into Helping Aging Family with Francesca Vogel
    Maureen is back with home care expert Francesca Vogel to discuss the process of selecting a caregiver to support either ourselves or our loved ones as they navigate the challenges of aging. This enlightening episode dives deeper into the multifaceted realm of home care. While we may often believe that aging is a phenomenon reserved for others, the reality is that it affects us all. Discover strategies to maintain your well-being, independence and embrace your golden years with grace and dignity.
    34 min
  • 6. Loss of a Spouse with Ron Quinn
    Maureen’s guest, Ron Quinn, is a recent widower. Ron is sharing his experience in
    dealing with what he calls “the lunacy of grieving.” This is an important episode if you, or
    a friend, has lost their spouse or loved one. Ron shares his heartfelt thoughts and tips
    to get you through the most difficult time in your life. Ron discusses reclaiming
    yourself, reconnections, motivation to complete those “round tuits,” and finding the
    angels in your life.
    42 min

About Best Friend Financial Advice

From the publisher's feed

Ever wish you could ask your best friend what they would do when it comes to financial planning stuff? Now you have that friend! Maureen Richardson is a recently retired
Certified Financial…

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