Are you picking the RIGHT services for your wedding, ones that will help build memories and not regret? Coach Hal and I discuss spending money on the RIGHT things for a wedding, not things that don't really matter to the success of your big da

How To Live On The Draw - Making The Most Of a Salesman's Payday

May 10th, 2016 14m 30s

What is it like to live on a draw? Coach Carl explains how it works and how to be prepared for dry spells when a salesperson won't make enough to cover their draw on commission. For more information, visit http://financialwellnessshow.com/37

Remarried With Kids: How 4 Become 1

Apr 26th, 2016 19m 1s

How does a house divided join forces with new spouses and newextended family members? Justin and Jessica tell their story ofbringing 4 adults together for the good of their children.For an example of the spreadsheet, visithttp://FinancialW

When and Where to go for Scholarships - FWS035

Mar 23rd, 2016 15m 31s

Teens should be applying for scholarships from 9th grade through college, according to Coach Christine. In this episode she brings us a wealth of knowledge for where to find scholarships and how to win them.For more information or one-on-one co

Should I Escrow My Own Mortgage Insurance and Taxes?

Feb 17th, 2016 19m

Would you be better off earning interest than letting the bank hold your money? Today we speak with Financial Wellness Coach Bill to discuss:What is Escrow?Are escrow accounts mandatory?What are the advantages of having an escrow account t

TSP Retirement Plans for U.S. Miliatry and Federal Employees

Jan 26th, 2016 12m 16s

What is a TSP?Thrift Savings Plan, the Federal Government’s Retirement Plan available to Federal Employees and members of the militaryIt consists of few options but has extremely low costs:G Fund = Government SecuritiesF Fund = Fixed IncomeC

FAILURE TO LAUNCH: Dealing with adult children

Jan 7th, 2016 19m 15s

Coach Kim recently encountered a situation that is no longer considered uncommon:Adult children who are dependent on their parents.In this conversation he shares:The parents level of frustration with the dependency of their adult childrenAre

100% Debt Free - NOW WHAT? - FWS031

Dec 18th, 2015 20m 4s

Listen in on a real coaching conversation with Coach Christine.She is helping Coach Steve transition to the next stage: Living without a house payment!Jump into the conversation and ask the questions you want answered http://FinancialWellne

What You Need To Know About RENTING - FWS030

Dec 1st, 2015 29m 20s

Residential Liquidity: Everything you need to know before renting a house or apartmentwith Coach JeremyMoving can be stressful, especially when you are moving into an apartment.There are a number of things you need to be aware of to make your

From Rags to Riches - FWS029

Nov 17th, 2015 28m 44s

To win with money you need to:Be born into a family where wealth aboundsBe talented, beautiful, and live in a good neighborhood to get ahead in lifeEarn a 4-year degree in finance or you’ll never have financial wellnessThese statements, o

When Do I Use My Emergency Fund?

Nov 3rd, 2015 17m 14s

Did you know the cheapest and safest insurance policy for your financial plan is not an actual insurance policy?In our previous episode we heard from Kisha. She was a listener who reached out to us for help. In just a few short months she paid

I was drowning in debt but paid off 3 Payday loans

Oct 22nd, 2015 21m 37s

Kisha called us for help. We found the perfect coach for her, Coach Parkey, and she says without his help she would be a wreck right now.“I was drowning in debt for a very long time”“I wasn’t good at money management but wanted to get better”

Saving For Retirement Later In Life - FWS026

Oct 6th, 2015 19m 31s

Last year, a survey from the non-profit Employee Benefit Research Institute showed 60 percent of working-age survey respondents reported having less than $25,000 saved.The numbers are similar among retirees surveyed: 58 percent have less than

What it's Like to Prepare for Retirement as a Single - FWS025

Sep 22nd, 2015 23m 59s

We take a different look at the #1 financial concern for working Americans, Retirement.We are going to speak with one of our Financial Coaches who Is on the verge of retiring, but in a different way than most - she's doing it single.While her

There is no BACK in GIVING - FWS024

Sep 8th, 2015 14m 39s

Our common language has many incorrect slang terms. One of those is "Giving back to the community".In this episode, Coach Greg turns the tables and becomes the host while Coach Steve becomes the interviewee. Coach Greg asks what's wrong with

The 5 Wheels of Successful Goal Setting - FWS023

Aug 25th, 2015 18m 7s

Each circle in the wheelhouse focuses on one of the five major areas of our lives:SpiritualFamilyPersonal Business/CareerFinancialThese goals are on an annual basis, but you could base them on a 10-day goal as well. Write down your goa

How and When To Pick An Investment Advisor - FWS022

Aug 11th, 2015 18m 33s

Many people make investment decisions with their money before sufficiently preparing.Coach Mary has been involved with the investment industry for many years. She now focuses on helping individuals get control of their money while looking forw

Going Back To School As An Adult - FWS021

Jul 27th, 2015 18m 24s

More and more adults are going back to school. It's a rising trend among professionals and those looking to expand their career field.Our very own Coach Julia is no stranger to going back to school as an adult. She shares her experience and wi

We need to talk - Having the hard conversations about death and disability - FWS020

Jul 14th, 2015 19m 3s

Preparing a loved one for our eventual departure from this planet is never a pleasant conversation - but it is one of great importance.What will the household budget look like if we pass away?Is life insurance necessary and, if so, is it the

A Sure-Fire Strategy To Upgrade Cars With Cash - FWS019

Jun 30th, 2015 12m 47s

How to drive and pay cash for a $15,000 car in 4 years. How rich would we be if we stopped driving? The concept was featured in a recent article on Wisebread.com and posed the question “What is a car really costing you?”A car is a necessity t

Summer Income Ideas for Teachers - FWS018

Jun 16th, 2015 15m 36s

Public school teachers are often paid twelve months out of the year by stretching out the paychecks. For example: You would get less during the working months but will receive pay during summer break.Others will be paid only for those weeks or

Most Overlooked Area of a Household Budget - FWS017

Jun 1st, 2015 29m 23s

Coach Jeremy tells us about the Dataman app, budget billing, and how to avoid getting caught short when the air conditioning bill skyrockets in July.For a full list of show notes or to schedule an initial consultation (free), visit http://Fina

Serving Families of First Responders with Safe Call Now - FSW016

May 22nd, 2015 22m 17s

Captain Nanavaty joins us to share his passion for helping first responders and emergency service personnel through the tough times they face in the day-to-day activities of their stressful jobs. You can contact Safe Call Now by calling 206-45

How Our Parents Shaped Our Money Behavior - FWS015

May 8th, 2015 16m 43s

Coach Greg has found a correlation between what we observed as a child and how that translates to our behavior as an adult. One of the first questions Coach Greg asks of his clients is “What did you observe about how your parents handled money

Victory Over Homelessness, Divorce a Debt - FWS014

Apr 30th, 2015 27m 44s

Coach Ahmad hasn’t had it easy, but he certainly has it good now.It started 14 years ago when Coach Ahmad went through a divorce, chose to be homeless, and lived of ravioli and pinto beans for years. He made the decision to work his way out of