ATM Episode 19: Social Security Made Simple with Mike Piper

LISTEN HERE Today, Kate and her guest talk about Social Security. For the last three years, Kate has been teaching people about Social Security with her seminars. This has been really important when considering that there is an endless supply...

/ April 18, 2017

ATM Episode 20: Use Charitable Planning To Reduce Your Tax Bill with Kim Laughton

LISTEN HERE Kim Laughton, is President of Schwab Charitable, a non-profit, donor-advised fund provider established with the support of Charles Schwab & Co., Inc. to make charitable giving simpler and more tax-efficient for clients. She is responsible for the general...

/ April 18, 2017

How Do You Find Your Way? – Breaking Down Your Business Podcast

How has your most unmanageable employee derailed your business? In an earlier episode, we learned that the business owner is the most unmanageable one of the bunch. So, what have you done? By that logic, what Jill has done is...

/ April 11, 2017

Better Money Decisions for Baby Boomers – Boomer Broads Podcast

LISTEN HERE Fact: Money stresses people out. Kate says that shouldn’t happen. Money has to do with what you want to do in your life. What can the money do for you?  What are your hopes, dreams, and goals? Retirement...

/ April 9, 2017

Socially responsible investing, without hurting your future

Put your money where your mouth is. Most of you know this phrase. It means using your dollars to support causes in which you believe. That often means donating to favorite charities or foundations. It also means patronizing businesses whose...

/ April 3, 2017

Why These ‘Streaks’ Are Entertainment, Not Investment Advice

Markets have snapped their winning streak. From the breathless headlines, you would think the financial journalists are confused, and believe they are actually sports reporters. Sadly, as market movements are turned into entertainment, complete with scorecards and so-called “expert” analysts...

/ March 25, 2017

ATM Episode 17: Evidence Based Investing with Wendy J. Cook

LISTEN HERE Today, Kate and her guest, Wendy J. Cook talk about evidence-based investing, something which is not very easy to understand. Wendy explains the need for investors to understand what passive, or evidence-based investing is and that typically, in...

/ March 14, 2017

ATM Episode 18: Is Your Business Worth Saving with Stacy Tuschl

LISTEN HERE If you’re pouring time and money into a business that’s not generating a return and you would like to find out whether it’s worth continuing, or if your business is just limping along and you’re wondering whether to...

/ March 14, 2017

Women shouldn’t shy away from investment decisions

Wednesday is International Women’s Day, which celebrates achievements of women in various areas of life, including economic, political and cultural. Regardless of your political affiliation or beliefs, it’s a truism that women are playing a greater role in the global...

/ March 6, 2017

ATM Episode 12: Repurpose Your Career with a Pivot with Marc Miller

LISTEN HERE The guest on today’s show is Marc Miller, founder of Career Pivot, a company that helps people to move forward into a new career in small practical steps, landing them where they want to be. Mark has had...

/ March 2, 2017