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Topics of Interest

Which of these topics do you want to spend time on today? (Choose as many as you would like)

Emergency Fund

Extra savings and I don't know what to do with it

Budgeting

My spouse isn't on the same page as me financially, budgeting, etc… what do I do?

Where can I get more help with finances? (Are there any decent free resources out there?)

Investing/Investments… how and when should I be investing?

Real estate investing… how and when should I be investing?

Retirement is a LONG TIME away for me, what do I do to prepare?

Retirement is VERY CLOSE for me, what do I do to prepare?

Different Types of Retirement Accounts (401k, Traditional IRA, Roth IRA, etc.)

I’ve maxed out my retirement account contributions, now what?

HSAs - Health Savings

529s - Education Savings

Types of professional financial advice

Taxes (note: I am not a CPA)

Required Distributions from retirement accounts (RMDs)

SSI (Soc. Security Income)

Medicare

Life Insurance

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