On this episode: There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings… We'll also answer a listener question about strategies to avoid exposure to [...]
On this episode: Planning isn’t just about preserving and passing on your financial wealth and property in the event of your death or incapacity. When done right, it equates to sharing your family’s stories, values, life lessons, and experiences, so your legacy carries on long after you (and your money) are gone. On [...]
On this episode: As summer rounds the corner and we start planning vacations and road trips, Carrie has some tips that can also apply to your financial and estate planning future. We'll also find out about Carrie's favorite movies, as well as answer a question from the mailbag about marrying into debt. [...]
On this episode: Most of us enjoy gossiping about celebrities, but today we'll talk about them and learn some really importand do's and don'ts when it comes to estate planning. We'll learn from the mistakes (and good decisions) of celebrities like Paul Walker, Muhammed Ali, Heath Ledger and more. Mary has a great [...]
On this episode: When it comes to estate planning, naming your legal guardians for your minor children in the event something happens to you and your spouse is probably one of the hardest, but most important, decisions you’ll make. On today's podcast, we'll cover the 6 critical steps you should follow to select [...]
On this episode: Talking about money can be hard for some people, so it's sometimes useful to have good questions to help get the conversation rolling. Let's go over some helpful icebreakers and see if they get you in the proper mindset to plan for your retirement future. Subscribe to the show: [...]
On this episode: When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Let's talk about some times where Carrie has helped her clients through some of these pain points. Subscribe to the show: [...]
Farmers and ranchers often don't realize that their estate planning needs come with some additional complications. Passing wealth, land and assets to the next generation can get complicated and tricky if you're not careful.
Welcome to the first episode of "Smart, Simple Wealth." Carrie will introduce herself ...