ARCHIVE DO NOT USE - Financial Health and Wealth Show

How to be successful as an investor in todays markets! Not just surviving, but thriving by looking for new opportunities. Carla and Cassandra give alternate options for investments so you know what's out there. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What's the cost of waiting to look into life insurance? Many people put off certain finical options, but here's why it's better to plan ahead! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Carla and Cassandra of ClearStep Financial detail the initial consultation process. Getting started taking financial control can be daunting, this mother and daughter team know where to start. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Carla and Cassandra of ClearStep Financial break down the history of 401ks and how you should structure your retirement plan. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Do you know exactly how much you should be saving to get to the retirement you are planning for? Where should you be putting your money to save those hard-earned dollars? Learn more about your ad choices. Visit podcastchoices.com/adchoices

As Student Loan payments start back up, there are many questions about the current landscape of loan forgiveness. Also, what are the markets and options for investing based on what you’re looking for? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Carla of Clear Step Financial and host Miss Shannan discuss the nitty gritty of this unsettling trend of inflation. 71% of U.S. workers are experiencing financial stress that is negatively impacting their work and personal lives. How does this affect the culture of work and retirement? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Kids are coming back to live at home now more than ever. It is nothing to be ashamed of and can even be a smart move! But what do you need to get to the next step? Cassandra from Clearstep Financial has some tips to launch you into the next stage of your financial future. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Carla and Cassandra with host Miss Shannan go over a List of Cities in the U.S. where your dollars will go the furthest factoring in taxes and cost of living vs the national average. Some of them will surprise you! Learn more about your ad choices. Visit podcastchoices.com/adchoices

What money will you need access to after retirement? What programs and benefits will you have access to? Carla and Cassandra can help you find answers to these questions and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices

We keep seeing people leave the workforce due to being overworked and/or underpaid, what will the impact be long-term on retirement savings? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Happy Father's Day to all the dads out there! Cassandra from Clearstep Financial and host Miss Shannan give tips and tricks on where to find extra dollars in your everyday life. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Anger, Shame, and Fear hold us back from a happy retirement – for you to be happy in retirement you should let go of past financial upheavals and mistakes. How can having a can-do spirit help you? What does a happy, secure, fulfilled retirement look like? Learn more about your ad choices. Visit podcastchoices.com/adchoices

If you are someone looking to retire early or someone who has retired in the past year or past few years, now may be a good time to evaluate how you’re positioned as markets continue to shift. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Our Mother Daughter team from ClearStep Financial is back just in time for Mother's Day to talk about the future and what statistics you may find yourself a part of. Whether you find yourself suddenly widowed or looking to make life changes, you need to make sure you can access what you need. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cassandra is in to chat about some of the most popular financial topics and questions she hears the most often. Topics include: Consolidating Assets, Philanthropic Strategies, Reviewing Beneficiaries, Estate Planning, Recent Rate Hike and more! Upcoming Webinar – Financial Basics – May 23rd - Great for people of all ages, Educational and Helpful Information www.clearstepfinancial.com/events to reg...

Historically the markets trend upward and we do feel that there will be a positive trend over time – what is that timeframe, that is the unknown! Carla and Cassandra from Clearstep Financial and host Miss Shannan assuage our concerns over future market swings. Learn more about your ad choices. Visit podcastchoices.com/adchoices

What people worry about when it comes to finances and how having an advisor can help navigate through these concerns. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cassandra Brashier from Clear Step Financial is back from vacation with host Miss Shannon to help you figure out the financial shifts that occur during major life changes. How are your accounts affected when you get married? Divorced? Cassandra gives advice on how to preserve your assets during times of loss and love. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Do you need to separate your emotions from your money? Carla and Cassandra from ClearStep Financial help explain how your psychology impacts your savings and spending. Your money has time value, what does that mean, and how does micromanaging your accounts impact that value? Learn more about your ad choices. Visit podcastchoices.com/adchoices

What is FDIC Insurance and what does it apply to? With already a quarter of the year behind us, are you on the right track to meet your year end goals? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Learn more about your ad choices. Visit podcastchoices.com/adchoices

The daughter of the mother daughter duo, Cassandra, talks about everything you want to know about Roth IRAs and how they can help improve your financial health. Learn more about your ad choices. Visit podcastchoices.com/adchoices

If you find yourself on the road to divorce, an advisor can help look at how to most efficiently separate assets. What are the most asked questions and what steps should you take to have best chance at reaching financial and retirement goals? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cassandra and guest host Tiffany Norton discuss the necessary steps towards financial independence and how to build a financial legacy for the future. Learn more about your ad choices. Visit podcastchoices.com/adchoices