Today, Paula is joined by Laura Eliason of Acsia Partners, an expert in the long term care space. She shares some personal stories, from having to take care of her aging parents to a sudden health scare with her husband. Long term care can be the most costly need for...
In the latest episode of our Q&A series, Paula Christine sits down with Aaron, who's going to get married soon. She answers his questions about: Personal Injury Protection (PIP) on car insurance How to rollover a 401K from a previous employer, where it should...
Paula Christine is joined today by Angela Mitchell of Bridged Benefit Solutions to discuss disability insurance - what it is, how you get it, and if you need it. Angela starts with a stark reminder - the biggest asset we have is not our house or our car, it's our...
After some great audience response to last week's show, we brought CFP Lynn Habrowski, of Great Lakes Wealth Planning, back today to take a deeper dive into different terms we often hear with regard to investing. We start with the current market volatility we've seen...
Lynn Habrowski is a certified financial planner with Great Lakes Welath Planning and LPL Financial. She joins Paula Christine today to cover the basics of the market and investing. We start by defining the market, stocks, bonds, and other common terms. It's...
Throughout this podcast, you've heard Paula Christine talk about how her perspective as a financial coach is informed by her life experience. We are thrilled to announce her Making Money Matter program - a six week course to help you understand the basics of...
Following last week's Q&A with Patty, we welcomed listener Brooke for another round of questions with Paula Christine. A recent divorcee, Brooke asked a number of questions about finances and debt, including: Where is the best place to put my money at the end of...
Today, we turn the tables on Paula as Patty asks the questions SHE wants to know about financial planning, including: Where Do I Start? What is the Role of A Financial Planner? How Does a Financial Planner Help Me Invest? How Does my Financial Planner Get Paid?...
This week, Diane Winner is back to talk about Traditional IRAs and how they differ from the Roth IRAs we discussed in last week's episode. The biggest difference is that you pay taxes on the way in to a Roth IRA, but on the way out of a Traditional IRA. Diane...
Today, Paula Christine is joined by Certified Financial Planner Diane Winner, from Bank of Ann Arbor, to explain Roth IRA's. Diane explains the benefits of Roth IRAs - tax deferred growth and withdrawals - along with the restrictions on taking out qualified...