Financial Health & Wealth Show

This week, Cassandra Brashier and Miss Shannan start the discussion on inheritance. From basic estate planning, to the mechanics of receiving an inheritance, to the different state taxes, there are plenty of factors to consider. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

This week, how to make smart financial decisions that work for you in the hard times. Cassandra Brashier discusses healthy emergency funds, managing debt, and the importance of life insurance. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

A financial portfolio can be more than just a checking and savings account. Cassandra Brashier and Miss Shannan continue their conversation on building a well-rounded financial foundation, starting wherever you are in life. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Cassandra Brashier breaks down the Social Security Fairness Act: what it is, what it means, and who it impacts. Listen as she dives into the nitty-gritty of social security, including some predictions for the future of the policy See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Today Cassandra Brashier takes some of the most common questions she hears from people seeking the advice of a financial advisor and gives some answers. Some of these may be questions you’ve wondered about or have not answered, but the information could be helpful for you. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info...

If life has thrown you some curve balls and you feel like you’re ‘behind’ where you wanted to be at this point and want to try to find the best, then you’re not alone. If you are seeking ways to maximize the time and assets you have, If you’re already in retirement and have some questions you are still not alone. Cassandra Brashier has tips to give you a sense of where to go from where you are now...

In recent years more and more people have been talking about wanting to retire earlier than they thought they would. Early can mean many things but for many, it can mean taking money out of retirement accounts before 60. Cassandra Brashier is here to answer all your questions about what that could entail and how to make the future you want your present. See Privacy Policy at https://art19.com/priv...

Everyone has goals for the future, but they can look different for everybody. Cassandra Brashier talks about effective strategies for setting financial goals and some examples of what a good goal could sound like to you. You can always dare to dream, and there are ways to bring those financial dreams to life. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://...

Cassandra talks about financial health for couples. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

With the election concluded, we can now consider ideas for being well-positioned for the next four years and what we may reasonably expect. Cassandra Brashier can help you gain a confident understanding of your finances as we head into the future. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Whether it's a senior discount or your retirement plans, aging comes with financial changes. If you have questions about these or want your situation evaluated and some guidance Cassandra Brashier can help find your answers. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

If you're considering working with an advisor, there are many things to consider. It can be helpful to consider what questions or advice you’re looking for. Cassandra Brashier has tips so you can confidently discuss your finances with the professional who fits your needs. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info...

October is Cyber Security Awareness month and there is no shortage of scams and hackers trying to get their hands on your information and assets. Cassandra Brashier has a significant list of tips for being smart online, with your phone, tablet, or computer to prevent predatory scams. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-s...

Stocks vs. ETFs vs. Mutual Funds what exactly are these financial terms and what do they do? Even with a basic understanding of the definition investing in individual stocks can be risky. Prices can be volatile, but they also offer the potential for high returns if the company performs well, where should you get started and who should you be talking to? See Privacy Policy at https://art19.com/priv...

Social Security is a topic timely for so many right now, seeing as we have 1/3 of our population, the Boomers, at the doorstep or in their SS years. Anyone hoping to retire hopes Social Security will be around for the rest of us, the more we can plan and know what to expect the better we can prepare for our future. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at ht...

Cassandra Brashier discusses how our mentality impacts our actions and behavior, which is a major factor in our financial decision-making. This is one of the reasons for building a support team that keeps things on the right track. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

While most people understand the importance of a retirement plan, many people can overlook factors that can impact our housing and finances. Cassandra Brashier has tips to help you plan accordingly for whatever may come. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Election years come with a large amount of uncertainty, while that's not inherently bad it can make financial decisions harder to make. Cassandra Brashier looks at trends from previous election years to understand what might happen. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Who doesn't want to be a millionaire? How did self made millionaires get where they are? Everyone has certain preconceptions about what it means to be rich and how to get there, but Cassandra Brashier is here to demystify wealth and help you get closer to your financial and life goals. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not...

Cassandra helps us out with 529 plans and more questions related to the Secure Act 2.0 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

On this edition of the Financial Health and Wealth show Cassandra Brashier is joined by her business partner at Avila Wealth, Kimmy Schreiber to discuss all things estate planning. No one wants our loved ones to deal with any undue stress during a painful time, so make sure you understand the variety of estate planning options at your disposal. See Privacy Policy at https://art19.com/privacy and C...

Cassandra Brashier and Shannan Paul answer the most commonly asked questions about annuities. Topics such as assessing and managing risks, the tax implications of annuities, and handling beneficiaries. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Cassandra Brashier continues to demystify annuities. What are some of the most common assumptions and are they accurate? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

Cassandra Brashier and Shannan Paul define annuities and whether they could serve you. If you have questions then you are not alone, we have a list of the most commonly googled questions about annuities. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .

What is financial independence? It's a common phrase but we all want the financial freedom to do as we please. Cassandra Brashier has steps to take because day-to-day changes can bring long-term goals to life. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .