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Featured Post
First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]
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EPISODE OVERVIEW: Second marriages bring more than love to the table, they come with financial history, family ties, and planning decisions that can’t be ignored. In this episode, Betty sits down with CPA and CFP® DeDe Smolen to unpack the financial, tax, and estate planning realities of blending lives later in life. From prenups and […]
EPISODE OVERVIEW: What happens to your finances when your world falls apart? Christopher Dale, Certified Financial Planner and Certified Financial Transitionist, has lived that question. As a young man, he cared for both parents through serious illness, and when he lost them, he also inherited a mountain of financial decisions he wasn’t prepared to make. […]
EPISODE OVERVIEW: What if the biggest obstacle between you and financial confidence isn’t your income or investment strategy, but the money story you’ve been carrying since childhood? In this powerful conversation, Betty sits down with financial therapist Wendy Wright to explore the emotional side of money and how women, in particular, experience wealth. Wendy explains […]
EPISODE OVERVIEW: What if the smartest real estate move in your next chapter isn’t the one that looks best on paper? Betty sits down with mortgage expert Shannon Denham for a conversation that will change how you think about buying in this time in your life, covering tools like ARMs, bridge loans, recasts, and refinancing, […]
EPISODE OVERVIEW: What happens when the traditional estate plan isn’t enough? Join Betty for an eye-opening conversation with elder law attorney Susie Germany to discuss the vital differences between elder law and traditional estate planning. Learn about the critical gaps most families don’t know exist in their planning. Susie reveals why elder law goes far […]
EPISODE OVERVIEW: Ever wonder why that diet worked for your friend but not for you? Join Betty for a real talk with Dr. Angela Tran, a double board-certified physician specializing in internal and obesity medicine. They’re cutting through the noise around weight loss, metabolism, and those GLP-1 medications everyone’s talking about. Dr. Tran breaks down […]
