The podcast is coming – the podcast is coming! I have been chatting away with all my smart friends and cannot wait to launch my podcast – Betty’s Smart Friends – the third week of January!  I cannot wait for you to listen in! Find me on Apple, Spotify and my YouTube channel @bettyfinancial (you can even subscribe now and […]

Hi Everyone! Welcome to Betty’s Smart Ideas – my new monthly newsletter.  It’s a space dedicated to helping you make informed financial choices, enrich your personal life, and explore my favorite tips and ideas along the way! Every month, I’ll share practical financial advice, personal growth insights, and creative ideas that have inspired me – or just […]

When can I finally escape the shackles of the daily grind that drains my soul? 🤣🤣🤣 A little dramatic, maybe. But when you yearn for retirement, aren’t you essentially wanting to do more of what you love and less of what you hate? In this week’s What I’ve Been Reading, is a post that celebrates […]

Why are there no women in upper management? Cue awkward, long silence. My 45-year-old male manager, Joe, was stunned by my blunt question during one of my first performance reviews. Hmm…probably not the best way to approach the gender equality issue at a storied financial institution at the age of 22 in my first real-world […]

Is my money safe at the bank right now? This is the question on many American minds. Over the last week, three banks failed or entered liquidation: Silvergate Bank, Signature Bank, and Silicon Valley Bank (SVB) (the second-biggest collapse in U.S. history). Here’s some high level points that I shared with clients earlier this week. […]

Happy New Year! Every new year there is pressure to have grand plans of a whole new YOU! We are bombarded with ads: “If you lose 10 pounds, you will be happy!” “If you invest your money with us, you will be secure!” Sometimes we make resolutions without really thinking about them. However, research shows […]