Who you choose as beneficiaries for your retirement accounts and how you designate each beneficiary can have a significant impact on your family. In this episode, I will go over some important things to think about when setting up your beneficiaries and what you can do to ensure that things go smoothly. From planning ahead for the tax implications to ensuring the money gets to the right people, I will give you an overview of the key things you need to know.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

Today I’m welcoming the incredible MarySheila McDonald, an attorney who has spent a large part of her career in higher education. The John F. Scarpa Professor of Entrepreneurship, as well as the Director of the Scarpa Center for Entrepreneurship and Law, MarySheila is playing a leading part in the development and expansion of experiential learning for students. She has loads of insight to share when it comes to the intersection of law and business.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

The age 59.5 is a key turning point when it comes to life changes, specifically your retirement finances. Today we’re going to explore your retirement choices, healthcare concerns, and how to move vibrantly into those golden years. Knowing where you are financially, how to prepare for upcoming changes, and how to catch up, if necessary, is all extremely important around this time, so don't miss this episode!

You can access the full show notes and more by visiting: https://www.forgewealth.com/

Joanne Cleaver is the Diversity, Equity, and Inclusion Editor at InvestmentNews, and she joins the show today to share her passion for writing, reporting, and supporting the advancement of women. You will hear how the finance industry can get unstuck and implement important changes that will allow for more diversity. Listen in to learn some of the key ways that the financial industry is attempting to add and retain diverse voices.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

Furnishing your first place may not be the most glamorous experience, but the goal of doing so is (or was) to get you through your first time living away from home. This episode is all about furnishing your own financial apartment and making sure you have the right things set up from the start so that you can thrive later on down the road. If you are a recent grad getting started, or even if you’re past that point and just need a refresher, this episode is for you.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

Do you have moments where you stop and think about where you are in life and want it to be something different? If so, this episode is for you! Crissy Pyfer joins me on the show to share from her wealth of experience as a mindset, life, and performance coach. With over 12 years in the coaching business, Crissy offers valuable insight you won't want to miss.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

When the market is a little volatile, it’s always good to refresh your memory on what important things you need to think about. The beast of the market is that it will go up and it will go down, so it’s important to have a clear strategy for your investments. In this episode, you’ll hear a list of common mistakes and guidelines to help you navigate investing now, as well as any time things get messy in the markets.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

Licensed professional counselor and teletherapy provider Angela Dobrzynski joins the show today to share her passion for guiding and helping people who are confused, hurting, lost, lonely, or just needing to deal with the stresses of life. Having gained insight through her work in helping people heal, Angela is here to shed light on understanding grief and loss and how they show up in unexpected ways.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

We all know that healthcare costs continue to soar, and that creates a conundrum for both us and for employers who offer healthcare to their employees. In recent years, employers have been seeking to lower their burden, and employees are more often shouldering a heavier portion of healthcare costs. In this episode, I’ll share some key information about Health Savings Accounts (HSAs) and what they are able to do to help you handle rising healthcare costs.

You can access the full show notes and more by visiting: https://www.forgewealth.com/

Jocelyn Konrad, former Chief Pharmacy Officer at Rite Aid, joins me on the show today to share insight into powerful and effective leadership. This episode shows a whole new side to pharmacy work and pharmacy workers that you may not have gotten the chance to see yet, so make sure to tune in as Jocelyn gives us a glimpse into the teamwork, chaos, and important lessons she took from the last few years.

You can access the full show notes and more by visiting: https://www.forgewealth.com/