Home

Special Recent Posts

358: Last Minute Tax Tips

358: Last Minute Tax Tips

Learn last minute steps you can take to save money on your taxes in 2017. This is adapted from an article in Investor's Business Daily. It takes into account the new Tax Reform act. This may help you stay in a lower tax bracket and save you some tax dollars. Please subscribe to the podc[...]
5 Tips to Get to a Million Podcast Downloads on iTunes

5 Tips to Get to a Million Podcast Downloads on iTunes

I'm very excited because the "Be Wealthy & Smart" podcast crossed 1 million downloads! It's been 3 years in the making. Considering I had ZERO downloads the first week I launched, I say to new podcasters, don't judge your future success by how you start out! I also just signed a contract with a [...]
7 Ways to Get on the Same Financial Page With Your Spouse or Partner

7 Ways to Get on the Same Financial Page With Your Spouse or Partner

You love your spouse or partner dearly, but when it comes to money, there's friction - so you avoid talking about it. It's uncomfortable and you just can't seem to get on the same page. One spouse might be a spender and the other, a saver. Or one spouse thinks long-term and the other, short-t[...]
Prioritize Your Money

Prioritize Your Money

Q. My husband Tom and I follow your podcast. He is a car mechanic and told me he wants to buy new handlebars for his motorcycle. It will cost $1800 because it involves additional parts. The funny thing is, he plans to sell the motorcycle! I reminded him about opportunity cost. What more help can you[...]
4 Choices for a Former Employers’ 401(k)

4 Choices for a Former Employers’ 401(k)

Have you left an employer and your 401(k) with them? I recently received an email asking about what to do with a 401(k) plan that was left with a former employer. Here was the question: Hi Linda, I would like your opinion on the following; my wife is beginning a new chapter in her career a[...]