Latest Episodes
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Financial Vitals Check Part 6: Taking Action
If you don’t do anything or take action by following up on your financial vitals plan, it’s not of any value to you. The...
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Real Life Story Of Public Service Loan Forgiveness Success
Concerns over Public Service Loan Forgiveness (PSLF) continue. Will it pan out or not? Have you thrown in the towel already and refinanced to...
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Financial Vitals Check Part 5: Investment Plan
Do you have an investment plan in place? You may have more than one fund, such as for retirement or charitable giving. Maybe you...
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Financial Vitals Check Part 4: Safety Net Check
Life doesn’t always go as planned. It’s full of twists, turns, and curveballs. Cover all your bases in the event of a worst-case scenario...
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Financial Vitals Check Part 3: Net Worth
If you have clarified your values and determined your saving, spending, giving ratio, the final financial vital to measure is your net worth. What...
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Financial Vitals Check Part 2: Save, Spend, Give Ratio
Once you clarify your values, financial vitals are used similarly to health vitals to quickly check if you are making progress toward your goals...