All posts by Brianna Harting

Ep. 160: Serena is struggling to prioritize

Meet Serena. Serena’s main concerns, in her own words:  I’m starting a new job, so I feel like I’ll finally be earning enough to open an individual retirement account (in addition to my employer’s pension plan); however; I still have…

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Ep. 157: Financial Stability

This week, I cover the top three signs of financial stability. Over the course of my career, I’ve seen thousands of different financial situations—good and bad. These three signs have consistently been apparent in the good ones. At least three…

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Ep. 156: Aurora is already a millionaire…now what?

M$D: Done. Meet Aurora. Aurora’s main concerns, in her own words: We are a dual income, one child family, who already has a million dollars saved for retirement.  Our emergency fund is only at $26K and we don’t really budget…

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Ep. 155: Healthcare

If you’re like most people, you haven’t been able to avoid all the discussion surrounding healthcare in the past few weeks and months. To cut through all the static, I brought on Paul Ashley from First Person Benefit Advisors onto…

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Ep. 153: The Turn Around

I’m dedicating this entire episode to Barb! Barb, a wonderful audience member from a speech I gave last week in Michigan, asked the best question I’ve heard in years. What do you do when, 10 to 15 years from retiring,…

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Ep. 152: Kendall has a child with special needs and wants to plan for the future

M$D: April 29, 2047 Meet Kendall. Kendall’s main concerns, in her words:  We have a daughter with autism that we’re anticipating needing to care for the rest of our lives. Waiting for the state to set up ABLE account for…

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