Ways To Love Your Money

WAYS TO LOVE YOUR MONEY PODCAST

Title Insurance, Escrow and Real Estate ft. Ellen Kardashian

Employer Retirement Planning

Branding & Your Company Story ft. Tara Grier

Estate Planning

Income During Covid-19

The Stock Market

Re-Making Your Wishlist

Healthcare and Open Enrollment ft. Craig Gussin

Real Estate Purchase and Sale ft. Jonathan Olow

Five Star Referrals ft. Jonathan Olow

Entrepreneurship ft. Bill Lyons

Experiences and Money ft. Frantz Farreau

Your Outlook During Uncertain Times

Mortgages ft. Sunny Kumar

Financial Abuse ft. Jane Doe

Dealing With Uncertainty

Business Growth ft. Reagan Shallal

Manifestation and Your Money ft. Tana Hoy

Financial Education ft. Ande Frazier

100 Days of Caronavirus

Adjusting Your Cash Flow

Dealing With Uncertainty

Business Growth Ft. Reagan Shallal

Manifestation and Your Money ft. Tana Hoy

Making Your Money Last

Filing for Social Security

Real Estate During Covid-19

Mental Health & Our Relationship with Money

The Emotions Surrounding Money

Reading Legacies

Losing A Spouse

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Traveling & Saving

Challenges for Women in Retirement

The Workforce Today

Money in Adulthood

Generational Wealth

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KATIE STECK

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Females And Finance

Grocery Shopping

Evaluating Your Cash Flow

Calculating Your Human Economic Value

Loans and Debt Forgiveness

Fraud Awareness and Prevention

Retiring As A Single Woman

Disability Protection

Pre-Nuptial Agreements

Separating Tuition and Retirement Funds

Saving for Short and Long-Term Goals

Daily Involvement with Your Finances

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Relaxing Retirement

Income in a Volatile Market

How Much Income Do You Need in Retirement?

Clarity to Prevent Money Anxiety

How Income Impacts Retirement Reality

Market Influence on Income

Credit Card Debt

Outliving Your Money

Planning For Inflation

Living Trusts vs. Wills

A DIY Retirement

Elder Financial Abuse

Business Succession Planning

Pay Yourself First

Affordable Activities in Retirement

Protect Necessary Income from Market Volatility

Ways to Give Back in a Crisis

Game-Plan for Income

Retirement Savings

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Tip of the Week

Homeowners Insurance

Phased Retirement Option

Inventory of Financial Assets

Catch-up Contributions

Perks of Going Paperless

Considerations for Business Insurance

Beneficiary Review

Utilizing Your Business Plan

Credit Card Debt Consolidation

Having an Emergency Fund

Investment Diversification

Protect What You Have

Goal Based Planning

Prioritizing Your Retirement

Saving Money on Airfare

Thrifty Business Travel

Working Until Full Retirement

Insuring Your Business

Strong Passwords

The 30-Day Plan

Business Structure

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Family Financial Freedom

Remember to Check Your Subscriptions

Funding Family Vacations

Income & Cash Flow Analysis

Cutting Down Expenses

Helping Aging Parents Manage Finances

Coping with an Inheritance

LGBTQ Friendly Investing

Unexpected Unemployment

Having a Written Plan

Building a Business

Charitable Contributions

Rainy Day vs Emergency Fund

Good Debt vs Bad Debt

Saving Money on Car Insurance

Working in Your Sixties

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SUCCESSFUL RETIREMENT TIPS

Re-Employment Risk

Public Policy Risk

Sequence of Returns Risk

Interest Rate Risk

Excessive Retirement Withdrawals Risk

Long Term Care Risk

Loss of Spouse Risk

Family Financial Burden Risk

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Fireside Chats

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The information provided in this website is for informational and educational purposes only. This website is not investment advice nor is it intended to address the financial needs of any particular viewer. The opinions expressed on this website are not intended to be an endorsement of any particular investment strategy or service. You must make an independent decision regarding investments or strategies mentioned throughout the website. Before acting on information in this website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from a financial or investment adviser.

Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment adviser.

CA LIC #0C71264, #0G81294

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