Blog

How to start the conversation today about your day-to-day finances

by Angie Carlson | 3 Questions to Answer Together to Start Transforming Your Finances in 2024. These questions aren’t fluff – they are deep.   Highly encourage you to save this post, as you’ll want to reflect back on these questions… Read More

How Free is the Most Expensive Financial Decision You Can Make

by Angie Carlson | After TWENTY-FIVE YEARS of trying to solve this financial challenge on their own Using the knowledge THEY had Outside help was required. Here’s what happened when we worked together: Clients came to me with one big… Read More

Would You Willingly Choose This

by Angie Carlson | Neither of you want:👎The living paycheck-to-paycheck lifestyle until you die 👎Charging/borrowing for every single large, unexpected expense 👎Your bank account deciding if can stay home with your kids while they are young 👎To work 12 hours… Read More

My Life as a Caregiver Entrepreneur

-Jenny Ciota Read More

Neither Of You Had Doubts When You Did This

by Angie Carlson | Each of you had zero doubts you married your person. Today? You both wonder if you missed something before you said “I do.” Because money is the most stressful part of your marriage. And neither of… Read More

Growing Your Money Mindsets, Confidence, and Bank Accounts

by Tracy Latona This is often the biggest money fear. And it doesn’t matter your age. It’s the fear of not having enough in retirement. That the money will run out, or you’ll never be able to stop working. When… Read More

How my client’s job loss ACCELERATED their path to being debt free

by Angie Carlson | Imagine losing your job… Reviewing all of your financial information… And seeing MORE money than you had before. This happened to one of my clients. How is that possible? Well, let me share a little bit… Read More

Are you both clock blockers?

by Angie Carlson | Clock blockers delay decisions, blocking their progress on what they know. How does clock blocking show up in your financial decisions? You both said you’d talk about money once you were married. You blink, and you’re… Read More

Life Insurance for Solopreneurs

Amy Greene interviews Steve Kobrin: Life Insurance for Solopreneurs How life insurance can be used in your business to protect yourself, your clients, and your family Read More

Is THIS financial decision costing you MILLIONS?

by Angie Carlson | 77% of households who find themselves in this situation have NO CLUE it’s costing them that much. And that decision is… Financing items today on monthly payments that follow you for years.  My client, H, has… Read More