Money & Mortgages Podcast

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Doug Tees returns to the show to delve into the intricacies of Health Savings Accounts (HSAs), discussing who qualifies, key benefits like the triple tax advantage, and strategic ways to use and invest HSA funds.

 I welcome back Austin Coley, CFP® from McCall & Associates, to discuss "The Cornerstone Process" designed to align clients' financial goals with their personal values and dreams, moving beyond mere numbers to encompass what truly matters most to them 

 I interview Brandon Cabaniss, a Certified Financial Planner™ with Williams Wealth Management. We talk all about financial planning during major life transitions, specifically focusing on divorce and caregiving. 

I talk with Kelly Berenbaum, Certified Financial Planner™,  about financial considerations for business owners ranging from tax structures, retirement plans, exit strategies, and much more.

I am joined by Pam Friedman, Certified Financial Planner™, who shares insights on the intricacies of handling windfalls - a sudden influx of significant money.  

I talk with Jen Swindler, Certified Financial Planner™, about all the different considerations with debt management (consolidation, paydown options, bankruptcy, etc)

I sit down with Dawn Santoriello, Certified Financial Planner™ with DS Financial Strategies, to discuss planning considerations for retirees to stay in the 0% tax bracket

I talk with David Wanja, Certified Financial Planner™, about the concept of "Reverse Budgeting" which is the idea of paying yourself first through automated savings. 

 My guest host is Kelly Myers, a Certified Divorce Coach, Mediator, and founder of First Steps Divorce asks me all about the role of a Certified Divorce Lending Professional®.