For today’s Money Smarts, I discuss the bonds in your portfolio issues to address.Watch now to learn:1. The current bond environment.2. Alternative investment strategies to bonds.3. Considerations with your risk tolerance and goals.Remembe

Money Smarts by Whitney - Tips on Tax Treatment of Assets and Investments

Apr 14th, 2021 6m 4s

Welcome to Money Smarts, a financial tip podcast series, for busy professionals. In this series, you can expect to learn some of the answers to financial questions I get asked every day. I hope you enjoy my podcast. Thanks! Whitney. Money Sm

Why can’t I find any reviews for your business?!

Apr 12th, 2021 4m 32s

For today’s Money Smarts I cover why financial advisor reviews aren’t allowed in my industry and what you can ask for as a prospective client instead.Listen now to discover:1. Why financial reviews aren’t allowed.2. Why speaking with current

Expectations for your financial advisor relationship

Mar 23rd, 2021 4m 57s

It is important that your financial advisor meets your expectations. For today’s Money Smarts I cover five expectations that are critical to a working relationship. Here are the main questions we explore in today’s topic for financial advisors.

Benefits, Benefits, Benefits!

Mar 14th, 2021 3m 10s

For today’s Money Smarts I cover the financial considerations to make when you are interviewing for a new job.Watch now to learn:1. Why reviewing the benefits is important.2. The insurance and retirement benefits you need to ask about.3. Wh

Welcome to Money Smarts by Whitney

Mar 14th, 2021 43s

Welcome to Money Smarts a series of bite-sized financial tip videos and podcasts for the busy professional.DisclaimerSecurities are offered through Securities America. Advisory services offered through Charles Schwab, supervised by USAdvisor

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