All Episodes
Episodes
Ep48: The Car Girl
Do you feel vulnerable when it’s time to get your car repaired? Meet Erika. She was taken advantage of by a car repair shop, and then made it her life’s mission to learn everything about cars and become a great...
View Episode
Ep47: Fire Up Your Life
Fire Up Your Life Sage Money Conversations with Barbara Norman Episode 47 Fire Up Your Life with Kate Butler What kind of life do you want to have and how do you want to be remembered? Kate Butler is an international...
View Episode
Ep45: Navigating Grief
Grief is inevitable. The dilemma is how to deal with loss and move forward. Ligia Houben, a well published and sought-after grief expert, teaches us how to transform grief and turn it into meaning and personal...
View Episode
Ep44: Memory Loss and Keeping Control of Finances
Dealing with Dementia, Alzheimer’s, or just general aging and slowing down is stressful. Adding on to that, is the worry and the legal complexities for how bills and finances are handled. This has the potential for...
View Episode
Ep43: Yours, Mine & Ours Estate Planning Considerations for Blended Families
How are assets protected and preserved when a new spouse (and maybe their kids) join the family? “It depends.” The inter-personal dynamics and the laws can be complex. Anne Wenger of McLaughlin Legal digs into the...
View Episode
Ep42: My Second Chapter: Life After Widowhood
Sharon Herrick is a widow, and she is living the life she always wanted to live. It’s never too soon or too late to re-make ourselves. She inspires us to be open, wild and a bit crazy. Tune-in, as Sharon challenges us...
View Episode
Ep 041: What To Do When Someone Dies
The person who unwinds an estate has many time-consuming and complex tasks. The devil is in the details. Do they know what they must do, when to do it, and the liabilities they are assuming? Roberta walks us through...
View Episode
Ep 040: What Advisors Don’t Tell You About Social Security
The average household loses over $110K of Social Security benefits over their lifetime. Why? Social Security has 2700 rules, and their agents are not allowed to offer advice. Martha Shedden, a Chartered Retirement...
View Episode
Ep 039: How To Keep Your House In A Divorce
Refinancing a home after a divorce is challenging. It may be do-able if you understand the critical steps and the nuances of the mortgage lending process. Zach Taylor has over 30 years in the mortgage business, and he...
View Episode
Ep 38: Taxes and The Sale of Real Estate
Alan Baskin, CPA, EA of Baskin of Baskin & Associates in Poway, CA Real estate taxes are complex. Taxes can vary by age, marital status, and personal circumstances. Don’t be surprised by an un-anticipated tax bill...
View Episode
Ep 037: Income Taxes Demystified
Taxes may be stressful, but they don’t have to be complex. In this episode, Anne Burns, CPA gives us ‘tax primer’ and offers a few tax tips you may like. If you a person who never reads a tax return, but wants to be...
View Episode
Ep 036: Time to Escape
Life is short. Rather than thinking and dreaming about travel, it’s time to do it! Michelle Barth, owner of Just Escape Travel, gives us lots of tips for how to plan, reduce travel stress, and create lasting...
View Episode