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Tax Edition Podcast
Tax Edition Episode 10 - Tax Filing Status Scenarios Discussion! Single, Married, Head of Household & More (2024)
YouTube Spotify Resources IRS Publication 17 (2024) Part 1, Chapter 2 Show Notes Tax Filing Status: A Comprehensive Guide Welcome to Safe Simple Sound, where we empower you to take control of your finances! Today, we're diving deep into a crucial aspect of financial planning: understanding and choosing
Tax Edition Podcast
Tax Edition Episode 9 - Tax Filing Status Explained! Single, Married, Head of Household & More (2024)
YouTube Spotify Resources IRS Publication 17 (2024). Part 1, Chapter 2 Show Notes Decoding Your Tax Filing Status: A Comprehensive Guide Welcome to your comprehensive guide to understanding tax filing statuses! At Safe Simple Sound, we believe financial empowerment starts with knowledge. A crucial part of managing your finances is
Podcast
Podcast Episode 53 - SECURED Financial Planning: Realistic Scenarios Of This Balanced Approach
YouTube Spotify Resources SECURED in Action: Is This Approach Right for You?In our recent discussions about DIY financial planning and choosing the right financial professional, many of you have asked how to know if our SECURED approach aligns with your financial journey. Today, let’s explore how these principles
Podcast
Podcast Episode 52 - SECURED Financial Planning: Is This Balanced Approach Right For YOU?
YouTube Spotify Resources SECURED in Action: Is This Approach Right for You?In our recent discussions about DIY financial planning and choosing the right financial professional, many of you have asked how to know if our SECURED approach aligns with your financial journey. Today, let’s explore how these principles
SECURED in Action: Is This Approach Right for You?
In our recent discussions about DIY financial planning and choosing the right financial professional, many of you have asked how to know if our SECURED approach aligns with your financial journey. Today, let's explore how these principles work in real life and who benefits most from them. Understanding
Podcast
Podcast Episode 51 - Life Insurance & Beyond: Holistic Financial Planning with a ChFC
YouTube Spotify Resources Understanding Financial Professional Roles: A ChFC’s PerspectiveAs both a licensed life insurance professional and a Chartered Financial Consultant (ChFC®), I often get questions about the different types of financial professionals clients might encounter. Today, I’d like to share my unique perspective on this topic, drawing
Understanding Financial Professional Roles: A ChFC's Perspective
As both a licensed life insurance professional and a Chartered Financial Consultant (ChFC®), I often get questions about the different types of financial professionals clients might encounter. Today, I'd like to share my unique perspective on this topic, drawing from my experience in both roles. The Evolution of
Podcast
Podcast Episode 50 - Beyond the 529: Secure Your Child's Future & Your Retirement
YouTube Spotify Resources Beyond the 529: Why College Planning Needs a Comprehensive ApproachWhen families think about college planning, they often focus on isolated solutions: setting up a 529 plan, arranging test prep, or seeking scholarship opportunities. While these are important pieces of the puzzle, they’re just that—pieces. As
Beyond the 529: Why College Planning Needs a Comprehensive Approach
When families think about college planning, they often focus on isolated solutions: setting up a 529 plan, arranging test prep, or seeking scholarship opportunities. While these are important pieces of the puzzle, they're just that—pieces. As your trusted guide to financial security, I want to share why
College Planning Edition Resources
Mastering Scholarship Applications: Your Complete Guide to Securing College Funding
Podcast
Podcast Episode 49 - Overcoming Behavioral Biases for a Secure Future
YouTube Spotify Resources The Evolution of Financial Confidence: Understanding Behavioral Biases Across Life StagesIn our recent Safe Simple Sound podcast series (Episodes 46-48), we explored a fascinating aspect of financial behavior: how our natural decision-making patterns evolve throughout different life stages. Just as our mascot Shelby the Tortoise carries her