5/31/26: Trump Accounts

6/14/26: Birthdays!

Retirement milestones change as you age. In this episode, Cassandra breaks down the critical landmark birthdays that unlock new financial opportunities and shift retirement planning rules. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

6/7/26: The "Where" in Retirement

Today, Cassandra discusses how location can financially impact retirement. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

5/31/26: Trump Accounts

Today, we look at the existing terms and nuances of the newly established investment accounts for children. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

5/17/26: Today's Economy

Today, Cassandra debriefs and digests a recent webinar with Bryce Gill, economist and national speaker at First Trust, hosted by Avila Wealth. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

5/10/26: Motherhood and legacy planning

Let's get into motherhood, legacy planning, and the ways you can plan for the future for the one's you love See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].