SRI/ESG/Impact investing is getting a lot more attention. While some media attention has been positive, there are plenty of naysayers. Let's talk about the true impact of investing in alignment of positive values.

Good habits and systems can lead to great results. In this episode, I will share five of the most impactful (and simple) money systems that can help you significantly improve your financial health.

You try to make a positive impact in the world by buying local, investing responsibly, supporting minority-owned businesses, recycling, re-using, donating, the list goes on and on. But what if you're feeling overwhelmed in the pursuit of ethical perfection as a consumer? Let's discuss.

With geopolitical conflicts and inflation, it's natural to look for "safe haven" investments. Gold is one that often holds interest to some. We'll talk through some facts about gold to help you think through whether it makes sense for you.

U.S. Treasury Series I Saving Bonds, commonly called I Bonds, can be a great supplement to your investment & savings plan. Let's unpack I Bonds and discuss how they work.

The common wisdom is that you buy life insurance when someone else is financially dependent on you. But does it make sense to get it before you need it?

Are you curious what documents and other information might be needed when engaging in a financial planning relationship? We'll talk through the list and explain why each document is important.

Did you know that you have the option to take funds from your 401(k) as a loan? There are pros and cons to doing this and it should be considered carefully. We'll discuss how it works and all the details you need to think through when evaluating a 401(k) loan.

Running a business is hard. And cash flow can be challenging at times. Or maybe you're struggling to expand. Does using debt make sense? Let's discuss the pros and cons.

Starting a business can seem like a daunting concept. But it can be more accessible than you might think. We'll walk through the steps to take action and get a service business off the ground for less than $1,000.

Related Resource: https://www.elevationfinancial.com/my-favorite-easy-to-launch-service-business-ideas