Financial Side of Life - College, Retirement and Life

Ep. 34 – Life & Money Lessons From Dad, Special Father’s Day Edition Life and money lessons from Dad. A girl’s dad is a pretty special person. I got the chance to sit with my dad, JimFurubotten, just before Father’s Day  2020 to talk about his memories and things he learned during his 8 decades on this planet. Watch this ... The post Ep. 34 – Life & Money Lessons From Dad appeared first on Avea Financial Planning | Fiduciary Advice.

Ep. 34 – Life & Money Lessons From Dad, Special Father's Day Edition Life and money lessons from Dad. A girl's dad is a pretty special person. I got the chance to sit with my dad, JimFurubotten, just before Father's Day  2020 to talk about his memories and things he learned during his 8 decades on this planet. Watch this ... The post Ep. 34 – Life & Money Lessons From Dad appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg Long-term care and estate planning are two financial life planning areas that everyone can benefit from.  Subscribe to my newsletter. But it is even more so a woman's issue. Why? Two reasons. Women are oftentimes the caregiver for their spouses. And because women frequently outlive their spouses, there is ... The post Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg Long-term care and estate planning are two financial life planning areas that everyone can benefit from. But it is even more so a woman’s issue. Why? Two reasons. Women are oftentimes the caregiver for their spouses. And because women frequently outlive their spouses, there is no one to care ... The post Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

Ep. 32 – Washington 529 College Savings Plan – Post Coronavirus – What's New, What's The Same Washington 529 College Savings Plans update…Springtime seems to mean getting back together with Luke Minor and Jackie Ferrado from the Washington 529 College Savings Plans. I've checked in on the Washington 529 College Savings Plans for the last two years as my own ... The post Ep. 32 – Washington 529 College Savings Plan – Post Covid-19 appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Ep. 32 – Washington 529 College Savings Plan – Post Coronavirus – What’s New, What’s The Same Washington 529 College Savings Plans update…Springtime seems to mean getting back together with Luke Minor and Jackie Ferrado from the Washington 529 College Savings Plans. I’ve checked in on the Washington 529 plans for the last two years as my own oldest kid ... The post Ep. 32 – Washington 529 College Savings Plan – Post Covid-19 appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

Ep. 31 – What's Happening with Mortgages and Refinancing Right Now with Brian Cook, Peak Mortgage Mortgages and refinancing, what's happening right now with them in the midst of the coronavirus pandemic, market crisis and pending recession? “Stay Home, Stay Healthy” has been the order for about 4 weeks. But that isn't stopping people from taking advantage of some of ... The post Ep. 31 – What's Happening with Mortgages & Refinancing Right Now with Brian Cook, Peak Mortgage appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Ep. 31 – What’s Happening with Mortgages and Refinancing Right Now with Brian Cook, Peak Mortgage Mortgages and refinancing, what’s happening right now with them in the midst of the coronavirus pandemic, market crisis and pending recession? “Stay Home, Stay Healthy” has been the order for about 4 weeks. But that isn’t stopping people from taking advantage of some of ... The post Ep. 31 – What’s Happening with Mortgages & Refinancing Right Now with Brian Cook, Peak Mortgage appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint   NexuxPoint founder, Sokhom Sek and I met most recently at a Fuse Co-Working networking event, got along splendidly and I was intrigued by her varied and interesting background. First thought? Podcast guest! Sokhom's story starts with her family in late 1970's Cambodia.  The period ... The post Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint   NexuxPoint founder, Sokhom Sek and I met most recently at a Fuse Co-Working networking event, got along splendidly and I was intrigued by her varied and interesting background. First thought? Podcast guest! Sokhom’s story starts with her family in late 1970’s Cambodia.  The period ... The post Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher My start in life, I was really quite lucky. Even as a young woman, I was surrounded by pretty amazing individuals.  I might not have recognized it back then but so many of my women friends have grown up to do great things and really make ... The post Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher My start in life, I was really quite lucky. Even as a young woman, I was surrounded by pretty amazing individuals.  I might not have recognized it back then but so many of my women friends have grown up to do great things and really make ... The post Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro In this episode with fellow XY Planning Network advisor, Lucas Casarez of Level Up Financial Planning we talk about how he serves younger clients who work in the tech industry in Colorado. In this episode you'll learn more about: What are some specific ... The post EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro In this episode with fellow XY Planning Network advisor, Lucas Casarez of Level Up Financial Planning we talk about how he serves younger clients who work in the tech industry in Colorado. In this episode you’ll learn more about: What are some specific ... The post EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

Ep. 27 – From PHS Band Teacher to Real Estate Tycoon with Randy Hubbs From fix and flip to single-family rentals to syndication, my guest on today's podcast, Randy Hubbs, along with his wife Jana, has done it all over a nearly 40-year journey as a real estate investor.  But to me and my peers, Randy is best known for ... The post Ep. 27 – From PHS Band Teacher to Real Estate Investing Tycoon with Randy Hubbs appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Ep. 27 – From PHS Band Teacher to Real Estate Tycoon with Randy Hubbs From fix and flip to single-family rentals to syndication, my guest on today’s podcast, Randy Hubbs, along with his wife Jana, has done it all over a nearly 40-year journey as a real estate investor.  But to me and my peers, Randy is best known for ... The post Ep. 27 – From PHS Band Teacher to Real Estate Investing Tycoon with Randy Hubbs appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

Ep. 25 – From Podcasting to Physics With Delta High School Intern Brenden Davis Today is one week from the most special day for many high school students: Graduation! One such high school student happens to be my intern, Brenden Davis. Brenden and I have been working together for almost one year now. Just like last year, I wanted to ... The post Ep. 25 – From Podcasting to Physics With Brenden Davis appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Ep. 25 – From Podcasting to Physics With Delta High School Intern Brenden Davis Today is one week from the most special day for many high school students: Graduation! One such high school student happens to be my intern, Brenden Davis. Brenden and I have been working together for almost one year now. Just like last year, I wanted to ... The post Ep. 25 – From Podcasting to Physics With Brenden Davis appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza (My apologies about the quality of the audio.  I goofed something up, totally my fault. But the interview is so, so worth listening to, so hang in there.) Flipping, wholesaling, syndication, landlording, assigning, lease/options, rehabbing, BRRRR, abandoned properties, probates, auctions, REOs, land, mobile parks, self-storage, single family, ... The post Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza (My apologies about the quality of the audio.  I goofed something up, totally my fault. But the interview is so, so worth listening to, so hang in there.) Flipping, wholesaling, syndication, landlording, assigning, lease/options, rehabbing, BRRRR, abandoned properties, probates, auctions, REOs, land, mobile parks, self-storage, single family, ... The post Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

Ep. 23 – WA529 Plans. The Best Decision You'll Ever Make 529 plans in Washington State had a year full of growth and change. Today we talk to Luke Minor, new Program Director of the Washington College Savings Plans (which is both the original Guaranteed Education Tuition program, GET for short and DreamAhead College Investment Plan. We are also joined by ... The post Ep. 23 – WA529 Plans. The Best Decision You'll Ever Make appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make 529 plans in Washington State had a year full of growth and change. Today we talk to Luke Minor, new Program Director of the Washington College Savings Plans (which is both the original Guaranteed Education Tuition program, GET for short and DreamAhead College Investment Plan. We are also joined by ... The post Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com Hey parents.  If you've ever needed a healthy dose of reality when considering borrowing large amounts of money for college, you've got to listen to today's episode with Travis Hornsby. He's seen over 2000 different borrower outcomes of clients who have come to him and his fellow CFP® and CFA® ... The post Ep. 22 – Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com Hey parents.  If you’ve ever needed a healthy dose of reality when considering borrowing large amounts of money for college, you’ve got to listen to today’s episode with Travis Hornsby. He’s seen over 2000 different borrower outcomes of clients who have come to him and his fellow CFP® and CFA® ... The post Ep. 22 – Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

The Millionaire Next Door in You With Dr. Sarah Stanley Fallaw of DataPoints Are you the kind of person who never wins things like contests or drawings?  Well, I'm not.  Amazingly, I win a lot of times.  Nothing super big, like a car or vacation.  But when I attended the XY Planning Network annual conference in 2017, I visited the ... The post Ep. 21 – The Millionaire Next Door in You With Dr. Sarah Stanley Fallaw of DataPoints appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.

The Millionaire Next Door in You With Dr. Sarah Stanley Fallaw of DataPoints Are you the kind of person who never wins things like contests or drawings?  Well, I’m not.  Amazingly, I win a lot of times.  Nothing super big, like a car or vacation.  But when I attended the XY Planning Network annual conference in 2017, I visited the ... The post Ep. 21 – The Millionaire Next Door in You With Dr. Sarah Stanley Fallaw of DataPoints appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

Ep. 20 – From the Flip of a Coin With Red Mountain Vintner, Shae Frichette, Frichette Winery Red Mountain AVA is alive with entrepreneurial and community-minded folks like Shae and Greg Frichette of Frichette Winery. Shae joins me on this episode of Financial Side of Life to talk about her journey all the way from rural South Carolina to the ... The post Ep. 20 – From the Flip of a Coin With Red Mountain Vintner, Shae Frichette, Frichette Winery appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

  Ep. 19 – Ever Forward, Never Backward with Brigadier General Joy Curriera, Part 2 Welcome back to the second part of our conversation with my high school friend and Army Brigadier General, Joy Curriera. If you didn’t listen to the first half, be sure to do that here. In this episode, we continue to learn more about her amazing ... The post Ep. 19 – Ever Forward, Never Backward With Brigadier General Joy Curriera Part 2 appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.

  Ep. 18 – Ever Forward, Never Backward With Brigadier General Joy Curriera, Part 1 When you think about that girl in high school that everybody knew, liked and respected (at a small town, American high school) or the athlete that played year-round sports like a pro, or the student who was top of her class and a leader to ... The post Ep. 18 – Ever Forward, Never Backward With Brigadier General Joy Curriera Part 1 appeared first on Avea Financial Planning | Kennewick, Richland, Pasco, Tri-Cities WA | Fiduciary Fee-Only Financial Advisor.