Making Your Money Matter

Making Your Money Matter

By Coastal Wealth PlannersBusinessInvesting
Download on the App Store

Making Your Money Matter episodes

  • Why to Work With a Financial Planner (Even if You’re a PRO)
    On this episode of Making your Money Matter we talk about why to work with a financial planner even if you manage your own accounts or are a PRO. For more information visit: https://coastal-wp.com/why-you-should-partner-with-a-financial-planner-even-if-youre-a-pro/. For questions or topic suggestions email [email protected] and to schedule a FREE consultation call please visit https://calendly.com/khart-coastalwp/introductory-phone
    ---
    Send in a voice message: https://podcasters.spotify.com/pod/show/coastal-wp/message
    42 min
  • BONUS: 4 Questions to Ask Your Current or Future Advisor NOW
    On today’s BONUS Episode of Making Your Money Matter we cover the 4 questions to ask your current or prospective Advisor. Join our Facebook Group! As always, if you have questions or suggestions email [email protected] or book a free consultation here: https://calendly.com/khart-coastalwp/introductory-phone
    ---
    Send in a voice message: https://podcasters.spotify.com/pod/show/coastal-wp/message
    21 min
  • BONUS EPISODE - Are You Buying When The Price is Marked Up?
    In today’s BONUS Episode of Making Your Money Matter we will cover investor behavior: are you buying when the store marks up the price? Also, who do you trust for your guidance? For more topics please visit www.coastal-wp.com or send us your questions/topics of interest to [email protected]. To schedule a free consultation please visit https://calendly.com/khart-coastalwp/introductory-phone
    ---
    Send in a voice message: https://podcasters.spotify.com/pod/show/coastal-wp/message
    23 min
  • 5 SIMPLE THINGS YOU CAN DO TO SAVE MORE
    In today’s episode of Making Your Money Matter we discuss 5 Simple Things You Can Do To Save More for the full article click here: https://coastal-wp.com/5-simple-things-you-can-do-to-save-more/. To schedule a Free consultation call please use the following link: https://calendly.com/khart-coastalwp/introductory-phone. And for any questions, topics you’d like to hear about or general inquiries please email [email protected] **NOTE** the free client portal requires registration one-time and can be accessed here: https://www.moneyguidepro.com/ifa/Guests.aspx?gst=6A6081E6CE461EC34616ADA6E6F8A1293918EA03A059A0E324E0012C50E3D9E9
    ---
    Send in a voice message: https://podcasters.spotify.com/pod/show/coastal-wp/message
    29 min
  • Why your goals are the ONLY index to measure against

    In today's episode of Making Your Money Matter we review why your progress to goals are the only thing that you should be using to determine your investment “performance”. For the associated blog post please visit https://coastal-wp.com/why-your-goals-are-the-only-index-to-measure-against/ to schedule a FREE Consultation Strategy Call please visit this link: https://calendly.com/khart-coastalwp/introductory-phone and to reach us directly please email [email protected]

    ---
    Send in a voice message: https://podcasters.spotify.com/pod/show/coastal-wp/message
    24 min
  • SECURE Act: What You Need To Know
    On today’s episode of Making Your Money Matter we cover the SECURE Act and it’s changes to: RMDs, Savings Expansion, Small-Business Impacts, Estate Planning Considerations as well as 529 Fund uses and exemptions for Birth or Adoption of a child. To read more visit the blog section on www.coastal-wp.com feel free to schedule a FREE strategy consultation call here: https://calendly.com/khart-coastalwp/introductory-phone or send me an email at [email protected]
    ---
    Send in a voice message: https://podcasters.spotify.com/pod/show/coastal-wp/message
    20 min

About Making Your Money Matter

From the publisher's feed

Making Your Money matter explores the journey to discovering what personal values you’d like to see your money serve. Weekly we discuss real life financial planning needs and considerations with your…