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Simplify and Enjoy Podcast

Nov 10, 2022

Is pursuing CoastFI a smart move for families? Looking for the best personal finance book for you? We dive into these questions and more in this mailbag episode!

Listener Q&A: CoastFI Questions and More

We’re wrapping up this season of the podcast by focusing on one of my favorite parts of Simplify and Enjoy:...

Nov 3, 2022

With the year wrapping up soon, now is a wonderful time to do a year-end review of your money goals and set yourself up for an incredible year ahead!

Reviewing Your Money Goals for the Year

It’s that time of year again! 

Besides our monthly money reviews, one of the things we do is a deeper dive year-end review....

Oct 26, 2022

Data breaches and identity theft are becoming a regularly part of our lives. Learn how you can protect and secure your personal information!

How to Secure Your Info from Data Breaches

 Identity theft, data breaches, and scams are something that many of us are dealing with way too frequently.

Recently, I got a letter...

Oct 19, 2022

Are you frustrated with your bank? Are you getting hit with needless fees? Or feeling like you have to fight to get some good customer service?

Today, we're going to look at credit unions and we're going to see why they may be the right option for you.  

Why Where You Bank Matters

One of the most important decisions...

Oct 12, 2022

Open enrollment season is here and I want you to be prepared. Learn how you can avoid some of the biggest mistakes and instead maximize your workplace benefits to their fullest potential!

Open Enrollment FAQs 

How would you like to help set up your finances for this next year so that it runs smoother and that you...