A comprehensive estate plan can ensure your wealth is transferred according to your wishes, and it helps manage your estate tax bill. There are many issues to consider when putting together or updating your estate plan, so I’ll be sharing some of the most important here. You will walk away from this episode knowing where to start, who to go to, and how to pursue an effective estate plan.

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

Money matters and blending finances can seem quite daunting for many couples. Often, people will forget or put this off, but it’s super important to get good information and start planning your finances as soon as possible. In this episode, I will be sharing eight essential steps that will help you merge your finances and prepare for your future with your new spouse.

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

Your estate planning has an impact that can reach beyond financial issues and your lifestyle to include your family. It is such an important—yet often overwhelming—process to go through, so you’ll get some important insight and tips in this episode to help you handle it with more ease. I’ll help you make sure that you and your family are put in the best position, no matter what happens.

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

Anne Stulpin, VP at Professional Mortgage Advisors, helps her clients go out and get the best rates for their unique needs. In this episode, she weighs in on the refinance market and the changes in current mortgage rates, sharing her valuable perspective based on previous market changes and the process of shopping for a mortgage.

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

Dorothy Hinchcliff is the publisher and CEO of Rethinking65, a digital media company designed for advisors to help clients live well and with purpose. She previously held managing editor and executive editor positions at Financial Advisor magazine and was the architect of FA’s Invest in Women conference. Today Dorothy joins the show to discuss the change in retirement over the years and some steps you can take to ensure a comfortable and enjoyable retirement.

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

Divorce is tough at any stage in life, and discussing this topic generally makes people feel uneasy. However, not talking about the financial issues that come along with divorce—especially when you’re divorcing later in life and have to think about retirement—can create even more discomfort. So, in this episode, I will be sharing five steps to take to ensure your financial security after a later-in-life divorce.

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

Helping her clients with all of their wardrobe needs, whether business or casual, Kristen Bechtel loves the work she does. As an image consultant for Tom James, she saves professionals and business owners time by identifying and building a unique wardrobe that suits their lifestyle. Today Kristen joins the show to discuss what her day-to-day entails and her advice for anyone on the hunt for the perfect tailored suit.

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

Anyone working within the financial industry knows the inevitability of a market downturn. Recently, the market seems to have been moving in an increasingly downward spiral, but this should not be cause for panic—and it should certainly not be cause for you to abandon the markets. So, in this episode, I am going to share five questions to help you maintain your perspective and avoid making any regrettable decisions during a downturn.

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

In smaller communities, you may not know everyone personally, but you probably see people often enough to become familiar with their faces. Wouldn’t it be great if there was a way to get to know your neighbors a little bit better? Our guest today is Misty Laboy, a local magazine publisher who is incredibly passionate about her craft. In this episode, she will be sharing how she got started in the industry and how her work is helping to build a stronger community connection.

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

Should you rollover your 401(k) to an individual retirement account or not? Your other options include potentially cashing it out (and having to pay taxes or a withdrawal penalty) or transferring it into your new employer’s 401(k) plan. So, which option might fit best into your financial plan? Let’s discuss this in today’s episode.

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