Archives

Afraid to Run Out of Money???

Join us for today’s podcast as Crystal discusses the phenomenon where 63% of Americans are more fearful about running out of money in retirement than about dying, highlighting the risk of spending too little during this phase. She will outline... Read More

Strategies for Generational Giving

Join us for today’s podcast as  Crystal delivers a July 4th-themed message discussing six strategies for building multi-generational giving foundations. She emphasizes that generational giving should balance providing inheritance for children while using resources to fulfill one’s calling and bless... Read More

Do You SKI? Spend… Kids… Inheritance…

Join us for today’s podcast as Crystal discusses the concept of “SKI” (Spending Kids Inheritance) and the balance between enjoying one’s resources in retirement while still providing an appropriate inheritance for the next generation. She references examples of billionaires like... Read More

Are Mom and Dad Ok?

Join us for today’s podcast as Crystal presents a comprehensive checklist to help families protect older relatives from financial scams targeting the aging population, which costs $36 billion annually. She will share various warning signs, including unexpected additions to bank... Read More

Is SpaceX IPO Right For You?

Join us for today’s podcast, as Crystal discusses the upcoming SpaceX IPO and whether you should buy shares when they become available. She emphasizes that while SpaceX is a strong company, buying an IPO on day one may not be... Read More

Challenges to Living Generously

Join us for today’s podcast as Crystal discusses the challenges that can prevent people from living generously, focusing on the concern of having enough for the future. She will explain the importance of balancing giving with proper stewardship of resources... Read More

Transfer of Wealth

Join us for today’s podcast as Crystal discusses the significant transfer of wealth expected to occur as women gain control of over 30 trillion dollars in global assets by 2030, with 95% of women becoming their family’s financial decision makers... Read More

Memorial Day Message

Join us for today’s podcast as Crystal delivers a Memorial Day weekend message focusing on remembrance and its importance in both honoring fallen service members and making wise financial decisions. She emphasizes that while Memorial Day is often seen as... Read More

Do You Have A Plan For Giving???

Join us for today’s podcast, as Crystal talks about what your plan is for giving.  What can you do to help make an impact on others’ lives?  We would all like to win the lottery, but how can you give... Read More

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