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Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Personal Financial Action Plan
Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Financial Inventory
I just released Episode 18 of the Teaching You To Fisch podcast. This episode revisits the Personal Financial Philosophy Statement from Episode 1, gives you an opportunity to create a Financial Inventory and a Financial Action Plan, and then includes links to resources to continue your learning. (This is also the last planned episode, although … Continue reading Podcast Episode 18: Creating Your Personal Financial Action Plan
Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Gifting an Employer Match
I just released Episode 17 of the Teaching You To Fisch podcast. This episode explores the estate documents every adult needs to have, the importance of establishing designated beneficiaries, what you should do with assets you receive as an inheritance, and ways you can perhaps leave part of your legacy while you are still alive. … Continue reading Podcast Episode 17: Leaving (and Receiving) a Legacy
I just released Episode 16 of the Teaching You To Fisch podcast. This episode explores your choices for health insurance in retirement and gives you some suggestions on how to think about and evaluate them. Slides Transcript It's available on Spotify, Apple Podcasts, and YouTube, and I've also embedded it below. As always, feedback is … Continue reading Podcast Episode 16: Health Insurance in Retirement
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