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Mind, Money, Motion
Приєднався 11 гру 2019
Marie Burns, a financial advocate and a Certified Financial Planner (CFP®), has been advocating for clients’ financial health for almost 20 years. Originally from Wisconsin, she has helped clients with their financial lives in a fiduciary capacity in a bank setting, accounting firm, at Vanguard, at a financial planning firm and now writes, speaks, and has a Phoenix-based independent advisory practice where she offers financial planning and wealth management. She is a volunteer ambassador and board member for The Financial Awareness Foundation, member of the Financial Planning Association, board member for the Senior Advocacy Group of Ahwatukee, author of a financial checklist book series, and podcast host of Mind, Money, Motion. Let Marie help you on your financial journey!
Healthy Choices, Lasting Change with Elizabeth Sherman
Long-time health coach Elizabeth Sherman shares sustainable health tips for women around nutrition, movement, and recovery (sleep). She talks about what you can add to your diet vs. takeaway, the importance of seeing movement as part of your stress management, and why sleep helps you make wiser decisions. Which action item that she shares will you choose to act on tomorrow?
Connect with Elizabeth Sherman:
Email: eliz@elizabethsherman.com
Website/Blog: elizabethsherman.com
Instagram: elizabeth.sherman.coach
UA-cam: www.youtube.com/@elizabeth.sherman
Facebook Page: TotalHealthbyEliz
LinkedIn: www.linkedin.com/in/elizabethsherma
Twitter: esherman
Podcast: Total Health in Midlife: www.elizabethsherman.com/podcast
#healthylifestyle #healthtips #healthcoach
Connect with Elizabeth Sherman:
Email: eliz@elizabethsherman.com
Website/Blog: elizabethsherman.com
Instagram: elizabeth.sherman.coach
UA-cam: www.youtube.com/@elizabeth.sherman
Facebook Page: TotalHealthbyEliz
LinkedIn: www.linkedin.com/in/elizabethsherma
Twitter: esherman
Podcast: Total Health in Midlife: www.elizabethsherman.com/podcast
#healthylifestyle #healthtips #healthcoach
Переглядів: 20
Відео
Debunking Finance Myths & Top 3 Tips for Success with Virginia Asher, CFP
Переглядів 146 місяців тому
How does a car accident lead to a 30-year career in financial planning and financial literacy education? Virginia Asher, founder of Whealthy Living LLC, shares her story along with common myths and three tips on the most important personal finance practices you can take action on now. Plus, check out her updated Resource Guide to save yourself time in looking for tools on various financial topi...
Why Do You Need a Life Events Money Bundle?
Переглядів 537 місяців тому
Why Do You Need a Life Events Money Bundle? Start moving forward in your own financial life and getting your financial house in order from the privacy of your own home. Get Your Bundle at mindmoneymotion.com/suddenly-single-money-bundle/
Live a Healthier Money Life with Marie Burns and Laurie Wright
Переглядів 108 місяців тому
Ready for some tips to be inspired to live a happier and more fulfilling second half? Laurie Wright, Master Neurocoach, shares some tips around helping you have a healthier money life related to awareness, the voice in your head, and quality of life. Listen in for the takeaways that speak to you! Laurie Wright, aka "@NotYourAverageGrandma ," identifies herself as a late-in-life purpose-finder w...
Rethinking Financial Literacy and Wellness with Tony Steuer
Переглядів 208 місяців тому
Marie Burns has a dynamic discussion with Tony Steuer, CLU, LA, CPFFE, and a renowned financial preparedness advocate and thought leader. In this episode of Mind, Money, Motion, Tony explores why terms like financial literacy and wellness have lost their impact. Recognized for his work in financial advocacy and education, he offers insightful perspectives on the diminishing relevance of these t...
Finding Financial Harmony - Important Advice for Wedding Season
Переглядів 47Рік тому
No matter when you get married the question of marrying your finances also comes with the territory of entering a committed relationship. So in an effort to help reduce the horrible statistic that now 60% of marriages end in divorce (and that percentage is higher for second and third marriages), I want to share some food for thought on what I have seen when it comes to co-mingling finances, or ...
Less Worry and More Life! | Your Financial Wellness
Переглядів 126Рік тому
How do you feel about your financial wellness? April of each year is a great time to revisit this topic since it’s one of the national themes: Financial Literacy Awareness Month. The more we prepare in our financial life, the less we have to repair later. No different than our health. The better we take care of ourselves now, the less likely we are to deal with poor health later. Learn more at ...
Gift ideas from Grandparents: What’s a Mimi To Do?
Переглядів 2132 роки тому
Gift ideas from Grandparents: What’s a Mimi To Do? At a basic level, this idea of gift-giving is part of our personal finance journey. Our spending plan, especially as we near or are in retirement, needs to include decisions about our gift plans. Get Your Money Checklists: mindmoneymotion.com/resources/ Contact Marie: www.mindmoneymotion.com/contact-us/ #GiftGiving #estateplanning #financialpla...
The Terror of Inheriting a Mess: Part 2
Переглядів 1802 роки тому
The Terror of Inheriting a Mess: Part 2 What better time to complete this topic series than October, National Estate Planning Awareness Month!?! Based on your feedback and sharing from Part 1, this blog shares stories, tips and encouragement for those who have experienced inheriting a mess. Read Part 1 Here: www.mindmoneymotion.com/2022/10/03/inheriting-a-mess/ Join one of my free workshops: ww...
What advice would you give to your younger self?
Переглядів 1052 роки тому
If you could tell your younger self anything before your graduation (from high school or secondary school), what would it have been? And have you shared these thoughts and stories with your grandchildren? Get the checklists! Before and After High School Graduation: www.mindmoneymotion.com/before-and-after-high-school-graduation/ Before and After Post-Secondary Education: www.mindmoneymotion.com...
The Relationship with the Need for Long-Term Care with Barbara Micheletti
Переглядів 472 роки тому
Gerontologist Barbara Micheletti shares her advice to help women reduce their risk of needing long-term care down the road. About half of us will have mobility issues in our 80s so the more you know and can act on now, the better. Join the conversation and walk away with a new awareness and a plan! Follow Barbara Micheletti: interrupting_aging www.linkedin.com/in/interruptingaging...
Financial Freebie Frenzy!
Переглядів 752 роки тому
As women in the thrive-time of our life, I find it immensely important to be aware of the three challenges of financial awareness. Hopefully, awareness allows us to reflect, decide to role model, and intentionally take action to make a difference where we can. Free Financial Resources! bit.ly/3kheTh1 Tony Steuer’s article: bit.ly/3yfTI75 My Net Worth Statement Checklist: bit.ly/3IlUx07 "Before"...
Money Remodel Tips AFTER Marriage
Переглядів 732 роки тому
Finances can tie into that ebb and flow of stress/happiness to a degree either directly or indirectly. And the sooner we get a handle on and get on the same page or at least communicate respectfully about money, the sooner we can destress the often taboo topic of money. Financial Checkup Quiz: bit.ly/3M7JTg7 Financial Planning Calendar: bit.ly/3srFxbT Checklist: Name a Power of Attorney: bit.ly...
Avoid These 3 Common Estate Planning Mistakes
Переглядів 2412 роки тому
Avoid These 3 Common Estate Planning Mistakes
Money Remodel | Get your finances in order this year!
Переглядів 843 роки тому
Money Remodel | Get your finances in order this year!
Working with the Experts: Dos and Don'ts
Переглядів 713 роки тому
Working with the Experts: Dos and Don'ts
Who Gets What? | Make Sure Your Personal Items Go to Who You Want Them to!
Переглядів 1053 роки тому
Who Gets What? | Make Sure Your Personal Items Go to Who You Want Them to!
Lifeguarding Your Legacy with Heidi Thompson
Переглядів 523 роки тому
Lifeguarding Your Legacy with Heidi Thompson
Have You Inventoried Your "What If's"?
Переглядів 1133 роки тому
Have You Inventoried Your "What If's"?
Financial Literacy: The Root Cause of Many Social and Economic Challenges
Переглядів 213 роки тому
Financial Literacy: The Root Cause of Many Social and Economic Challenges
Two Important Numbers for Financial Health
Переглядів 1993 роки тому
Two Important Numbers for Financial Health
this is wonderful but I need the stream URL to put in our tv channel.
Excellent information and suggestions!
Great thoughts Marie, Thank YOU for sharing!!!! A couple more thoughts... once kids reach the age of financial awareness - (5 to 10) to get them thinking about their future and introduce them to investing, you can gift them shares of stock or mutual funds. Also around this age, you can introduce them to sharing the gifts of 'your time' for worthy causes, and if you are in the financial position to make financial gifts, allow them to participate in the decision-making of financial gifts to worthy causes that are important to you. Happy Holidays and Best Wishes☺
Thank you for posting and sharing! What a great subject and how it impacts us, our relationship, and our performance!
My husband just turned 89 … having health problems… I am trying to do all “things” smart. He has completed a TRUST and locked it in his safe … won’t share a copy … I am thinking he is a total jerk … I think I should threaten divorce and uncomplicate my life … what do I need to do??
Your *perspective* is sooo refreshing
I have just started taking an interest in Sixty and Me articles...They are so helpful as I found yours to be. One way I budget and keep complete control of my money is by using one credit card. Now many people say "oh I cannot do that". My question is why. I earn 2% on everything I buy. That is better interest than I can earn on a CD. Of course I must pay the card in full upon receipt of the bill which is no different than if I was paying cash. I pay large bill such as insurance and any other large bill that can be paid without a surcharge to use the credit card...I earn at least $1,000 a year...I am 75 and my husband is 87 we have no outstanding debt...People must take control of their money and make it work for them even if it is only a credit card...
Judy, I think the general advice you are hearing about not using credit cards is assuming you are not as disciplined as you are. Many people are not. Paying it off monthly while also benefitting from cash back or mileage point accumulation or some other perk can certainly make sense IF you are diligent about paying it off monthly AND you are not buying more than you would had you paid cash (marketers know there is less pain associated with buying with a credit card so too many people are tempted to overspend). I have also seen credit cards give you an annual tracked summary of budget categories so you can further assess your spending. I think you found what works well for you and your point about folks needing to take control of their money is spot on!