Ready to take control of your financial future but feeling overwhelmed by where to start? Tune into this episode of Money Chic, Financial Education with Shari Rash, where we break down investing basics for beginners in a way that's easy to understand and, more importantly, actionable. From setting clear financial goals like saving for retirement, buying a home, or planning your child's education, to selecting the right investment account, we've got you covered. We'll walk you through different platforms like E-Trade, Fidelity, and Robinhood to help you find the one that suits your style and comfort level. Whether you're investing regularly or sporadically, remember: the most crucial step is to start.

In the second half of the episode, we dive into different investment options such as stocks, bonds, mutual funds, and ETFs, highlighting the importance of diversification to balance risk and reward. Discover how these instruments can fit into your financial plan and contribute to a stable portfolio. For those DIY investors eager to take the reins, we introduce our Financial Foundations program designed to equip you with the tools and knowledge to manage your investments confidently. Don't miss this chance to learn how to build a robust financial foundation and make your money work for you. Visit greenwaywealthadvisory.com to explore more resources and schedule a consultation to kickstart your journey to financial freedom.

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Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way. Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic! Shari is the founder of Greenway Wealth Advisory Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/ Phone: 833-833-1903 Email: shari@greenwaywealthadvisory.com

Ever wondered how to avoid the costly pitfalls of Medicare? Join us for this enlightening episode of Money Chic Financial Education with Shari Rash as we sit down with Danielle Roberts, founding partner at Boomer Benefits and author of the bestselling book "10 Costly Medicare Mistakes you Can't Afford to Make." Danielle shares her incredible journey from a health insurance agent to a leading Medicare expert, driven by the growing need for clear and comprehensive Medicare information. We unravel the complexities of Medicare, breaking it down into understandable parts and distinguishing it from Medicaid. Learn about Medicare’s historical significance for retirees and why timely enrollment is crucial to avoid penalties.

Prepare yourself for an in-depth exploration of Medicare coverage and enrollment essentials. From understanding Part A and Part B to the seven-month initial enrollment period around your 65th birthday, Danielle provides critical insights you can't afford to miss. Discover what Medicare doesn’t cover, such as long-term care, dental, vision, and hearing, and the importance of planning for these gaps. Whether you’re automatically enrolled through Social Security or need to actively enroll if delaying Social Security, this episode will guide you through every step to ensure you're adequately covered.

Intrigued by the options under Medicare Advantage plans? We’ve got you covered. Danielle delves into the challenges related to accessing care, especially mental health services, and the distinction between Original Medicare with Medigap plans versus Medicare Advantage plans. We discuss strategies for managing premiums for high-income earners and the potential benefits of standardizing Medicare Advantage plans to simplify your decision-making. Equip yourself with knowledge from one of the foremost experts in the field to confidently navigate your retirement health coverage needs.

Connect with Danielle:
https://daniellekroberts.com/
https://www.linkedin.com/in/daniellekunkle/

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Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way.

Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic!

Shari is the founder of Greenway Wealth Advisory
Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/
Phone: 833-833-1903
Email: shari@greenwaywealthadvisory.com

Ready to revolutionize your relationship with money? Tune in to this episode of Money Chic Financial Education with Shari Rash, where we feature Judy Heft, the inspiring founder and president of Judith Heft Associates. Judy shares her remarkable 28-year journey from providing bookkeeping and bill pay services for seniors to offering comprehensive financial and lifestyle concierge solutions for high net worth individuals and small businesses. Discover how Judy's business has evolved to support professionals like divorce attorneys and executors who lack financial expertise, and learn why understanding your finances is crucial to managing household expenses effectively.

Ever wondered about the perks of outsourcing bookkeeping and lifestyle management tasks? Judy sheds light on the growing trend of combining virtual and in-person services to streamline operations for clients nationwide. From detailed financial planning to organizing home spaces, you'll learn why delegating tasks outside your core skill set is essential for personal and business growth. Judy addresses common reservations about outsourcing personal finance management and provides actionable insights to overcome these hurdles, making this episode a must-listen for anyone looking to optimize their financial well-being.

Financial mindfulness is more than just a buzzword—it's a pathway to personal well-being, and Judy Heft explains how. Hear her valuable advice on treating money management as an act of self-love, avoiding impulsive spending, and adopting strategies to combat credit card debt. Judy also introduces her books, "How to Be Smart, Successful and Organized for a Better Today and Tomorrow" and "Mastering Your Financial Life Cycles: How to Successfully Manage Money in Every Decade of Life," along with her podcast, "Mastering Your Financial Life." Don't miss this insightful discussion filled with practical tips and personal anecdotes designed to help you live your best financial life.

Connect with Judy:
www.judithheft.com
LINKEDIN: www.linkedin.com/judyheft
FACEBOOK: www.facebook.com/judithheftassoc
INSTAGRAM: www.Instagram.com/judithheftassociates
YOUTUBE: https://www.youtube.com/@judithheftassociates4929

Purchase “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow” on Amazon

Purchase “Mastering Your Financial Lifecycles: How to Successfully Manage Money in Every Decade of Life” on Amazon
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Confident, healthy, informed and capable. That's what it means to be Money Chic. Join Financial Advisor Shari Rash each episode as she helps break down financial challenges and questions facing today's families in a no-nonsense way.

Shari will share secrets she has learned through the years about personal finance and show you ways to enhance your life, financial plans, your family's future all to make sure you're Money Chic!

Shari is the founder of Greenway Wealth Advisory
Financial planning questions? Check out Shari's website and blog at https://greenwaywealthadvisory.com/
https://www.greenwaywealthadvisory.co...
Phone: 833-833-1903
Email: shari@greenwaywealthadvisory.com"