n this episode, Paula and Yvonne Marsh continue their conversation and discuss financial stability and how it can be achieved. It’s emphasized that having a supportive community and being open to seeking help can be instrumental in this journey. However, it’s not just about earning and saving. We must make tough decisions and implement strategic plans to meet our future selves with a sense of accomplishment. It’s about developing a connection with our future self and using that as motivation to make hard decisions today. They talk about approaching financial planning and decision-making with a long-term vision. One must create a vision of what they want for themselves. This vision can be a powerful motivator and guide, whether it is a positive vision of what one wants to achieve or a negative vision of what one wants to avoid.

Yvonne Marsh is a Certified Financial Planner™ and a Certified Public Accountant with a BS in Accounting from the State University of New York. She specializes in personal financial planning, including retirement and lifetime income planning, investment management, social security maximization, charitable giving, Medicare, and long-term care planning.

Yvonne Marsh has experience in small business entrepreneurship and public accounting, providing assurance and advisory services to the banking and retirement fund industries. She is a monthly contributor to the business section of the Farragut Press. She enjoys speaking on financial education topics at locations such as Strang Senior Center and for local civic groups. Yvonne is married with two children and enjoys gardening, horseback riding, hiking, and reading.

Website: https://www.onedegreewealth.com/