Today, Cassandra discusses some of the rules, exceptions and nuances to consider when you're the beneficiary of various types of financial accounts.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, Cassandra talks about how to be intentional and mindful when planning to give an inheritance.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Did you know that you're still allowed to make Roth contributions for last year? Today, Cassandra talks more about Roths after she wraps up a few things from last week's show, including the HSA triple tax advantage and things to be mindful of when it comes to social security.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Retirement planning, insurance, estate planning, maximizing investments, and paying down debt. How does Avila get paid? Today, Cassandra reviews a number of the topics she discusses with potential clients during an introductory conversation.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, we dig deeper into the current state of the economy and how today's markets could effect your portfolio.

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Corrections, recessions, and depressions, oh my! Today, Cassandra explains how we can respond to and be proactive ahead of a variety of market fluctuations.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Examining trends and opportunities in the year ahead.

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Today, we wrap the year with fun financial trivia. Find more info from our sources:

https://www.slickcharts.com/dowjones/crash/1929

https://www.aol.com/finance/retirement-planning/article/retirement-savings-gap-by-age-164638201.html

www.ssa.gov

www.IRS.gov

https://worldofhistorycheatsheet.com/history-of-the-amsterdam-stock-exchange/

https://wallethub.com/edu/cc/credit-card-history/25894

https://pressroom.aboutschwab.com/press-releases/press-release/2024/2024-Schwab-Modern-Wealth-Survey-Shows-Increasing-Financial-Confidence-From-Generation-to-Generation-and-Younger-Americans-Investing-at-an-Earlier-Age/default.aspx

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Cassandra offers advice for setting financial goals and how to approach them.

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Cassandra is back in studio to discuss some of the retirement savings changes coming in the new year.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.