by Ali Schweitzer | Dec 20, 2024 | Media Appearances, Money Tips, Taxes
Morning Blend on Mater Dei Radio: “End of Year Tax Planning” With the end of another calendar year approaching, it’s time to consider taxes. Even though not all tax-related tasks need to be completed by the end of the year, it’s important to...
by Ali Schweitzer | Nov 15, 2024 | Media Appearances, Money Tips
Morning Blend on Mater Dei Radio: “How Much Car Can You Afford” How do you decide how much you can afford when it comes to buying a car? The first step when looking for a new car is understanding the car market, your budget, and what your options in this...
by Ali Schweitzer | Oct 10, 2024 | Media Appearances, Money Tips
Morning Blend on Mater Dei Radio: “How To Keep From Overspending” Overspending is something that plagues most Americans these days. You’re not alone if you find yourself overspending and sometimes it is even a bit out of our control (i.e. inflation)....
by Ali Schweitzer | Aug 1, 2024 | Media Appearances, Uncategorized
Morning Blend on Mater Dei Radio: “Organizing Financial Records” Organizing your financial records is not just for your peace of mind, but for those taking care of your financials when you are unable to. There are a few things to consider when preparing...
by Ali Schweitzer | Jun 13, 2024 | 401k, Media Appearances, Money Tips, Retirement
Morning Blend on Mater Dei Radio: “Retirement Planning in Your 30’s” Your 30’s: The decade of competing priorities. You might be buying a house, starting a family, and more. Your job is also likely starting to solidify and increase in pay. Our...
by Ashley Micciche | Jan 7, 2022 | Business Exit Planning, Media Appearances
Why We Plan Podcast: Help Your Clients Find Clarity In this episode of the Why We Plan Podcast, Jared Johnson, CEO of BEI, and Ashley Micciche, Business Exit & Retirement Advisor for True North Retirement Advisors, talk about the different exit paths an owner can...