This week we are talking about Earth Day, and the theme this year is invest in our planet. I couldn't think of a better, more aligning topic to talk to you about than sustainable investing. 

This is truly investing in the future of our planet, in the future of our cultures, and in the future of us as a people. 

When it comes to investing in our planet, sustainable investing is something that has been around for decades. So if you are somebody who is celebrating Earth Day, or are a company that is celebrating Earth Day, share this with your team, share this with the people that are important to you, share this on social media, and with all of your extended friends and followers. Together we can really engage in a conversation that is about investing in our planet, and the future.

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

We are continuing our conversation through the decades. And this week, we are focused on what you should be doing in your 40s and 50s. 

There are things that you might be experiencing in your 40s and 50s that have caused you to hit a pause. If that's the case, then listen to our last episode. Because you don't have to be in your 20's and 30's to start your wealth journey. 

But, otherwise, in your 40's and 50's, you are probably well established in life, and I love this pre-retirement conversation. 

Today's episode will cover your biggest expense in your 40's, starting your career over if you stayed home to watch the kids, and why fear can be retirement's biggest enemy. 

This month's Thrive For[e]ward non-profit of the month is Diverse Daisies! Established in 2012 and located in Minnesota, Diverse Daisies is a 501(c)(3) nonprofit organization designed to equip young women ages 11-15 with the skills and confidence that will encourage them to succeed. Learn more about their mission, and help them succeed with your support, here: https://diversedaisies.org/

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode of the podcast, we are going to specifically be breaking down the topics that you should be thinking about from a financial perspective, in your 20s, and your 30s. These are critical timeframes in our financial wellness to build a solid foundation.

Now, many individuals will tell you in their 40s, and beyond that, they wish that they would have done some of these things in their 20s and their 30s.

Money touches every aspect of our lives. And there are very specific things based on where we are in our life cycle that we should be touching on.

So while we're not giving you advice in this podcast, we are asking you to understand these topics a little bit further, ask questions, and form a team, your personal board of directors in your 20s and 30s.

This is the perfect time to establish those individuals.

And we'll talk more about who those people are in this week's episode!

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

It would be hard to close out the month of March without talking about Women's History month, and some of the topics from a financial standpoint that are really hitting women hard.

And especially three topics consisting of how women invest, equal pay, and lastly, the impact of caregiving, especially on women and financially.

So we're going to dive into those three topics today as we celebrate Women's History Month.

So if you know anyone who could benefit from having knowledge around these areas, please share this podcast.

We love when you share our content.

This is our way of offering free education and an introduction to the work that we do at Forethought Planning.

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we are talking all about real estate investing. Are you thinking about investing in a rental property or VRBO?

Well, my friends, I wanted to have a conversation with one of my dear friends and fellow professionals in the industry, Carrie Guarrero.

 Carrie is an executive vice president for Fairway Mortgage, and she has an extensive career in real estate and mortgage.

She, herself, is a real estate investor, and she's going to share some of her personal experiences, as well as some of her industry knowledge. She'll talk about important differences between long-term renters and vacation renters, and the mindset you need to adopt if you're going to invest in real estate. So if you've been thinking about real estate investing, this episode is for you!

So listen and please share this episode with friends.

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Have you ever heard of the phrase "Keeping Up with the Joneses?"

Is this something you, or someone you know, might be trying to do?

It's really hard with all of the images in magazines at the checkout lanes, or ads we're served when scrolling through social media. Or even television shows we watch about redesigning our homes and making them even bigger and better than they already are.

There are so many ways this can affect us in our day-to-day lives.

Are we using the people we look up to as an inspiration for success or are we just trying to look and live their lifestyle at an expense we can't afford?

This is what we're going to talk about today because it's an important topic.

I'm also going to give you some tips on how to avoid those temptations.

So listen and please share this episode with friends.

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

IOn today's episode, we are going to touch on short-term vs. long-term. 

Have you ever found yourself in a scenario where either you're living too much for the present and not enough for the future? Or maybe you're too worried about the future and missing out on the present? Or maybe you're just locked in the present so much that your head is literally buried in the sand? 

Well, today's podcast is for you, my friend. 

Watch the podcast here:
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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

On today's episode, I am going to share a personal experience that I'm living through right now. Caregiving and being part of what we call the "sandwich generation." I'm not talking about actual sandwiches, but the element of feeling like you're in a sandwich. For instance, I am a mother, a daughter, and a granddaughter. Now the two generations on either side of me need my care, and so I'm going to walk you through some personal experiences caregiving not only for my daughters, but my dad, my mom, and my grandmother. What are some things that you should start considering in those conversations of transition, and care? This might not be something that you are currently dealing with, but I will tell you, friend, at some point in life, you will likely play the title of caregiver. So you'll want to tune in to this episode.

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

The last three weeks have been kind of tumultuous in the Foreman household. And kind of like the last two years, we have had our lovely girls home with us. And although times have been up and down in the household with lots of iPad time, lots of TV time and lots of online learning, we thought it would be fun as an element of learning, for the girls to join us on an episode of The Thrive For[e]ward podcast. I have heard from clients and just individuals ask how to start a conversation with their kids about money. What are the things that are important? And so I gave the microphone over to my kids today to ask me questions about my job, questions about money, and questions about what does money means to them? And what should they be doing with their money when it comes to buying, spending, saving, giving, and investing? What do all those things mean to a seven and eight-year-old? So if you have children and or grandchildren that you're looking to expand this conversation with, today's episode is a great one to tune into.

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

If you have a significant person in your life that you are romantically involved with, maybe it's your hubby, maybe it's your wife, maybe it's your partner, or maybe it's the person that you just adore and have spent your life with. But if something happened, you'll have that person's back financially. So how do you talk to them about money? It can be an incredibly uncomfortable conversation for some individuals who are romantically involved to bring up the conversation around money. However, it's kind of important. And money, as I say often, touches many aspects of our lives, but especially our relationships, and especially those we are romantically involved with. According to a study, 22% of failed marriages say that money is the issue of why they are getting divorced. Money does touch every aspect of our lives. And if we don't talk about it, or we aren't on the same page, or even in the same chapter, or even in the same book, it can be hard to move forward together. So on today's podcast, maybe you sit down with your partner, play this in the car on a road trip, or even on a date night, and have a conversation around what we are going to be talking about today.

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.