THRIVE For[e]ward

I can't believe the time has come. We are celebrating our 100th episode of The Thrive For[e]ward podcast! Today I highlight some of my absolute favorite episodes going all the way back to episode 1. We'll talk about guests that inspired me to the point I just achieved a personal goal! And episodes that should give you hope for the future -- hope in our children and hope in the economic power of women. So if you'll do me the honor and share this with your friends, I'd appreciate it! Oh, and don't forget about the Thrive For[e]ward non-profit of the month:Women's Foundation of Minnesotahttps://www.wfmn.org/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode, we are going to address a topic that I don't feel is addressed very much but affects many families in the United States and around the world. You may have this need in your family, as well. What we're talking about today is special needs planning. If you have someone in your life, whether that might be a relative close to you or a child of your own that has special needs, today's episode is something for you to consider. We'll be talking about what to do from an investment standpoint in income planning, tax planning, and general financial planning. As always, these are concepts and educational tools, and resources for you to begin the conversation. Now, if you know anyone who can benefit from this episode, please share, we would love for our podcast audience to continue to listen and grow from the education. Resources Mentioned:Southside Services - https://southsideservices.org/Pacer -  https://www.pacer.org/American College of Planning - https://americancollegeplanningservice.com/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we are talking about making a career change. Did you know that seven in 10 women are thinking about a career change in the near future? A change that aligns more with the things that are important to them and the values that are important to them, while also creating a level of financial freedom for themselves. Taking that bull by the horns and ownership! So what are the things that you should be thinking about before making one of these career transitions? We're going to be breaking that down in the main part of the podcast today. So if you know somebody, like one of the 7 out of 10 that wants to make a change, please share this episode with them. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Have you ever thought about how the various ways to spend money have changed over the decades? Did you know that the first credit card was actually used in 1958? Yet the plastic cards that we carry around feel like they might be ancient? And did you ever think about going back to the checkbook, and actually being the person that balances the checkbook? Some of you might not even know what a checkbook is!Well, there are so many different ways of how payments that we make in various different capacities have changed over the years. And today, we're going to dive into what's new, why we use it, how we use it, when to use it, and what specific security things might we want to consider before entering into any specific spaces. So please, share this episode with a friend, and please give us a rating on your favorite podcast provider! That's what keeps the show growing. Thank you! Now, let's get to work!Our June Non-Profit is Girls Take Action! Find out more, and support this amazing organization here: https://www.gtaction.org/aboutFind out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Have you ever found yourself walking into your financial advisor's office and dreading the conversation? Feeling like they're going to talk in a bunch of different abbreviations and a vocabulary that might feel like a foreign language to you? Today, we're going to talk a little bit about what the difference is, in working with a financial advisor or financial planner that focuses on behavioral finance. What does that experience look like for you? Why should you consider a financial advisor that is focused on helping you through your behaviors, your money story, your philosophy with money, and creating a strong foundation to implement a financial strategy. So if you know somebody that is in the market for having a stronger relationship with a financial planner, or shopping for a financial planner, this is a great episode for you to tune into. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we're talking about why everything cost so much more right now. And how does one little word have so much impact on the financial decisions that we might make? And how does this impact us from varying points in our lives? Well, if you've gone to the grocery store, and you've seen an increase in your grocery bill, or you're trying to buy a house right now, and you're in constant battles with individuals who are showing up with offers better than yours, I get it. I understand how all of those things play a part in how we make financial decisions, and what do all of these things really mean for us now, and in the future? Let's talk about what inflation actually is. We'll start there on this edition of the Thrive For[e]ward podcast. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode, we are going to talk about some buzz topics. A topic all over social media. People are talking about this topic of generational wealth, and what does it actually mean? How can women actually hold the keys to impacting our future? We are the change makers! I'm not sure about you, but I am totally okay with rocking that super person cape on my back if it means that I can make an impact, not only for myself but for my family and the future of this world. So let's tune in together and if you know, another fantastic empowered woman or you're a man ready to support the badass women around you then tune in to today's episode, because as we know, women might lead in the change making space, but we also need our male counterparts to be right alongside us. So what does this buzz of generational wealth actually mean? Enjoy!Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today it's all about moms and key pieces that women have the tendency to give up or take on that they shouldn't when it comes to their wealth. Motherhood is what we're going to talk about in today's episode. Motherhood when it comes to deciding to stay home and raise the kids, what to do when you decide to return to work, and how to bring your kids into a real conversation about wealth. So if you know a mother, if you are a mother, if you have a community of mothers, whatever fashion that might be, you should be listening to this episode and sharing it with your friends. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode, we are going to talk about being Sasha Fierce with your wealth! Maybe it's Sasha Fierce, aka Beyonce. Maybe it's Madonna. Maybe it's Gwyneth Paltrow. Maybe it's Michelle Obama, or maybe it's Oprah. You insert the woman who is the icon that you look up to. A woman who is a rebel without a cause in her own way, pushing through those glass ceilings and getting to the place that she wants to be. But she's also financially savvy and aware, producing that responsible level of wealth that allows for her family to be cared for, the community to be invested in, and that next generation of wealth to multiply. I'm talking about fierce female investors.What does it take for you to be in that same space? Well tune in to today's episode, and if you know another amazing female that should be listening to this podcast, share it with your friends. We would love to have you do that on your social media, as well as through email, text, hey, and even a carrier pigeon. Shout it from the rooftops! Women with financial freedom is the future of our total unrelenting success. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we are talking about what you should be considering around your wealth in your 60s and beyond. And this is a fun spot for me because I have spent much of my career guiding individuals through transformations into this amazing time of their life. Today we are going to talk about the stress of replacing that steady income you were making, how to handle medical insurance, finding your purpose after leaving your job, deciding if it's okay to retire earlier than expected, and how to live with your partner in peace and harmony. After all, you two will be spending a lot of time together!Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

This week we are talking about Earth Day, and the theme this year is invest in our planet. I couldn't think of a better, more aligning topic to talk to you about than sustainable investing. This is truly investing in the future of our planet, in the future of our cultures, and in the future of us as a people. When it comes to investing in our planet, sustainable investing is something that has been around for decades. So if you are somebody who is celebrating Earth Day, or are a company that is celebrating Earth Day, share this with your team, share this with the people that are important to you, share this on social media, and with all of your extended friends and followers. Together we can really engage in a conversation that is about investing in our planet, and the future.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

We are continuing our conversation through the decades. And this week, we are focused on what you should be doing in your 40s and 50s. There are things that you might be experiencing in your 40s and 50s that have caused you to hit a pause. If that's the case, then listen to our last episode. Because you don't have to be in your 20's and 30's to start your wealth journey. But, otherwise, in your 40's and 50's, you are probably well established in life, and I love this pre-retirement conversation. Today's episode will cover your biggest expense in your 40's, starting your career over if you stayed home to watch the kids, and why fear can be retirement's biggest enemy. This month's Thrive For[e]ward non-profit of the month is Diverse Daisies! Established in 2012 and located in Minnesota, Diverse Daisies is a 501(c)(3) nonprofit organization designed to equip young women ages 11-15 with the skills and confidence that will encourage them to succeed. Learn more about their mission, and help them succeed with your support, here: https://diversedaisies.org/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode of the podcast, we are going to specifically be breaking down the topics that you should be thinking about from a financial perspective, in your 20s, and your 30s. These are critical timeframes in our financial wellness to build a solid foundation. Now, many individuals will tell you in their 40s, and beyond that, they wish that they would have done some of these things in their 20s and their 30s. Money touches every aspect of our lives. And there are very specific things based on where we are in our life cycle that we should be touching on. So while we're not giving you advice in this podcast, we are asking you to understand these topics a little bit further, ask questions, and form a team, your personal board of directors in your 20s and 30s. This is the perfect time to establish those individuals. And we'll talk more about who those people are in this week's episode!Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

It would be hard to close out the month of March without talking about Women's History month, and some of the topics from a financial standpoint that are really hitting women hard. And especially three topics consisting of how women invest, equal pay, and lastly, the impact of caregiving, especially on women and financially. So we're going to dive into those three topics today as we celebrate Women's History Month. So if you know anyone who could benefit from having knowledge around these areas, please share this podcast. We love when you share our content. This is our way of offering free education and an introduction to the work that we do at Forethought Planning. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we are talking all about real estate investing. Are you thinking about investing in a rental property or VRBO? Well, my friends, I wanted to have a conversation with one of my dear friends and fellow professionals in the industry, Carrie Guarrero. Carrie is an executive vice president for Fairway Mortgage, and she has an extensive career in real estate and mortgage. She, herself, is a real estate investor, and she's going to share some of her personal experiences, as well as some of her industry knowledge. She'll talk about important differences between long-term renters and vacation renters, and the mindset you need to adopt if you're going to invest in real estate. So if you've been thinking about real estate investing, this episode is for you!So listen and please share this episode with friends.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Have you ever heard of the phrase "Keeping Up with the Joneses?"Is this something you, or someone you know, might be trying to do? It's really hard with all of the images in magazines at the checkout lanes, or ads we're served when scrolling through social media. Or even television shows we watch about redesigning our homes and making them even bigger and better than they already are. There are so many ways this can affect us in our day-to-day lives. Are we using the people we look up to as an inspiration for success or are we just trying to look and live their lifestyle at an expense we can't afford?This is what we're going to talk about today because it's an important topic.I'm also going to give you some tips on how to avoid those temptations. So listen and please share this episode with friends. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

IOn today's episode, we are going to touch on short-term vs. long-term. Have you ever found yourself in a scenario where either you're living too much for the present and not enough for the future? Or maybe you're too worried about the future and missing out on the present? Or maybe you're just locked in the present so much that your head is literally buried in the sand? Well, today's podcast is for you, my friend. Watch the podcast here:https://forethoughtplanning.com/blog-podcast#sustainability #financialplanning  #planning #podcastsofinstagram #wealthmindset #wealthmanagement #thriveforward #podcasts #womenpodcasthost #financialadvisor #moneymindsetSecurities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

On today's episode, I am going to share a personal experience that I'm living through right now. Caregiving and being part of what we call the "sandwich generation." I'm not talking about actual sandwiches, but the element of feeling like you're in a sandwich. For instance, I am a mother, a daughter, and a granddaughter. Now the two generations on either side of me need my care, and so I'm going to walk you through some personal experiences caregiving not only for my daughters, but my dad, my mom, and my grandmother. What are some things that you should start considering in those conversations of transition, and care? This might not be something that you are currently dealing with, but I will tell you, friend, at some point in life, you will likely play the title of caregiver. So you'll want to tune in to this episode.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

The last three weeks have been kind of tumultuous in the Foreman household. And kind of like the last two years, we have had our lovely girls home with us. And although times have been up and down in the household with lots of iPad time, lots of TV time and lots of online learning, we thought it would be fun as an element of learning, for the girls to join us on an episode of The Thrive For[e]ward podcast. I have heard from clients and just individuals ask how to start a conversation with their kids about money. What are the things that are important? And so I gave the microphone over to my kids today to ask me questions about my job, questions about money, and questions about what does money means to them? And what should they be doing with their money when it comes to buying, spending, saving, giving, and investing? What do all those things mean to a seven and eight-year-old? So if you have children and or grandchildren that you're looking to expand this conversation with, today's episode is a great one to tune into.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

If you have a significant person in your life that you are romantically involved with, maybe it's your hubby, maybe it's your wife, maybe it's your partner, or maybe it's the person that you just adore and have spent your life with. But if something happened, you'll have that person's back financially. So how do you talk to them about money? It can be an incredibly uncomfortable conversation for some individuals who are romantically involved to bring up the conversation around money. However, it's kind of important. And money, as I say often, touches many aspects of our lives, but especially our relationships, and especially those we are romantically involved with. According to a study, 22% of failed marriages say that money is the issue of why they are getting divorced. Money does touch every aspect of our lives. And if we don't talk about it, or we aren't on the same page, or even in the same chapter, or even in the same book, it can be hard to move forward together. So on today's podcast, maybe you sit down with your partner, play this in the car on a road trip, or even on a date night, and have a conversation around what we are going to be talking about today. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Look, it's February. I know a lot of times we wait until April 15 to have tax conversations, so if you missed our last episode of The Thrive For[e]ward podcast, we talked about what you should be doing right now in February, before April 15. But on today's episode, we're going to actually talk about what you should be doing in 2022, to get yourself even more organized for next year. The thought process, labels, and teams to help you get more organized and not overwhelmed when it comes to taxes. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

We are talking today about something that some of us put off for a really long time,  and that has to do with Uncle Sam... and taxes. Look, I know it's not everybody's favorite topic, and I know that you're like, oh, Shannon, this is kind of a big snoozefest. Look, I love seeing all of your posts on social media gathering all of your receipts, and doing everything last minute, but honestly, it gives me anxiety. So I can only imagine what it's doing for you. So this week we are talking about making tax season easy for you this year, and next week, we'll plan ahead for next year. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

I am thrilled for today's episode of the Thrive For[e]ward Podcast because we are going to be breaking down money behaviors and talking about how they specifically affect women. Money behaviors start with the story we tell ourselves from an early age, and to help us define and refine our stories, I welcome wealth and money coach, as well as author and podcast producer, Kathleen Burns Kingsbury, aka KBK. So if you have been wondering how your money behaviors impact all of the decisions you are making in your life, Well, today's episode is one you will want to listen to. Let's get to the good stuff.Learn more about KBK's services here: https://www.kbkwealthconnection.com/about/about-kbk/Learn more about our featured non-profit of the month, Urban Ventures here: https://urbanventures.org/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today's Thrive For[e]ward Podcast is focusing on whether you should handle it all yourself. And by that, we mean your financial planning. Should you handle your investment management or hire somebody? What's involved? Well, I break it all down and also offer up some resources to help if you do want to go it alone. I'm also going to pull back the curtain and ask you a few questions to dig deeper into whether or not you're ready to take on this responsibility. So if you've been having some conversations and debates in your household or with friends on whether or not to manage your portfolios yourself, or to invest in an advisor, I encourage you to listen to the rest of this episode. And of course, we always appreciate it if you share on social media or with your friends.  Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

How should you prep for before you have that first meeting with your financial advisor? And I don't mean preparing statements or things of that sort. I'm talking about the interview process. What are the things that you should be asking that person? I have a little strategy that you can do for yourself to make the process easy. Something most financial advisors are probably not going to talk to you about, but we are pulling back the curtain as we work towards your financial goals in 2022. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

I am excited you are joining us for our first episode of 2022. You've probably been thinking of setting a new year's resolution, right?Well, in today's episode, we're going to share with you the impact we want to make as an organization in 2022. And how those will impact you personally.I want to share how you can join our mission moving financial empowerment for women and people of color forward.We have so much goodness happening this year that I don't want you to miss out. So if you set money as one of your goals, I don't care what type of category it is, this episode is for you, my dear friend. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Unfortunately, we are still dealing with Covid, and the impact of Covid financially as we head into 2022. How do you follow and keep up with the financial impact on your wallet? How do worldwide financial issues impact us?Today we're going to talk about the supply chain, inflation, and taxes, and how the next year will impact each. This is our last episode of 2021, and it's been an amazing year of growth for the Thrive For[e]ward Podcast, and I have you to thank. So please, if you feel there are people in your world that could benefit from this free resource, pass along and share the podcast. Enjoy!Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

As we are rounding out the year, I thought there's no better way for us to continue our conversation around giving than by associating yourself with a great community. Well, the women at TeamWomen are doing just that. And they are led by their fierce Executive Director Katie Berke. We are so excited to have her on today's episode of The Thrive For[e]ward podcast, where we'll talk about how they meet women where they are, and young girls are inspired to move from the classroom to the boardroom. I'm sure you will leave this episode having a little bit more of a warm heart. Reach out to Katy here: https://teamwomenmn.org/our-team/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

I get the question all the time, "where should I volunteer my time?" So many folks can't write big checks to make huge impacts in our communities, and we realize that sometimes we need to utilize our skills and our talents, more so than even our wallets. So today we are going to talk about *The organization that changed my life*How to know when you're NOT ready to serve your community.*And a website that will set you up with organizations that align with your time, location, and values.  Websites mentioned:https://www.volunteermatch.org/https://greaternonprofits.com/https://www.charitynavigator.org/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode of The Thrive For[e]ward podcast, I want to talk about giving gifts this holiday season that has true meaning. I will offer my suggestions on giving to yourself, your partner, your family, and your team. So join me as we dig into, and pull back the "wrapping paper," to see what's inside the box of giving for 2021. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Welcome to this week's episode of The Thrive For[e]ward podcast. We are actually bringing you back to our live broadcasts from October 30th. It's a fun episode because yours truly is not the only host. I invite my dear friend Giselle Ugarte to interview me about why I am so passionate about live events, podcasting, and why it's so critical to our financial industry. What does a healthy relationship with money look like? Are there good days? Are there bad days? What does "dating your money" mean? What are the questions you should be asking when searching for a partner in your financial picture? How does wealth impact women? And I have details to the kick off of Wealth Circles that we launch in January. So my friends, stay tuned, share with a friend, and thank you for listening to this live recording of the Thrive For[e]ward Podcast. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

We are doing something fun and different today by sprinkling in a little bit of holiday cheer. We are welcoming my friend Amy Seeman, a local stylist here in the Twin Cities. Amy will have some great ideas on what to wear and what to give as we head into holiday party season. So tune into today's episode, and make sure to share, so we can eliminate some of the things that we have to think about and really get back to what fun about the holiday season. Contact Amy here: https://amyseeman.com/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

On today's episode of The Thrive For[e]ward podcast, we are talking about 10 things that you can do before the end of the year to make sure you are set up for 2022 on solid ground with your money. I'll talk about what to do for you, your business, and, if you're an employee, how to ask for a raise to get more money flowing into your account in 2022. These are 10 Super easy categories for you to consider before the end of the year, so let's dive in.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

On the last Thrive For[e]ward Podcast, we talked about gifting, as in giving a physical gift which comes with overspending. In this episode, we're going to talk about giving a gift of monetary value and the smartest way to give to charities and give to families at the end of the year.This is the time of year I get so many questions about giving from my clients, so if you, or someone you know, is in the thought process of wanting to give, whether it be a monetary gift to a family member, children, or grandchildren, what is the best avenue to give those gifts? What limits do you have? And then if you're going to give to a charity, what are your options? What does that look like? As always we love when you share our content so that more individuals can learn and feel empowered from a financial space. The website mentioned in this episode: CharityNavigator.orgShows how much of your donation goes towards the charity's causeFind out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

In today's episode, we are going to talk about holiday spending and credit card debt. Have you ever found yourself over-swiping this time of year because you don't want to attend that holiday party without a hostess gift or your kids to have a full Christmas tree of presents? Or do you attend family get-togethers and have to buy every single family member I gift? Well, my friends, I want you to understand a little bit better about how to go into this holiday season when it comes to spending. And if you say to me, Shannon, well, I've already got all of those Steals and Deals throughout the year because I do all of my holiday shopping throughout the year, well my friend, I think you can still gain some insight as we move forward into this holiday season. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

We are rounding out our sustainable investment series by talking about a couple of key topics on how you can transition into a sustainable investment lifestyle. How to own sustainability in your life. We know that truly living sustainably isn't just about doing one thing, but it is about making a change in our overall lifestyle. And by no means in today's episode, am I asking you to do every single thing that we talk about. Maybe just pick one thing. So how do you do that in a giving strategy? How do you do that in a volunteering strategy?s And how do you do that when you make a simple trip to the grocery store?I have some advice and free resources to help you decide if the businesses you frequent align with your values. And, I also admit my weaknesses. I'm not perfect, and I'm not asking you to be, either. But we can all make a difference, and that's what we will talk about now. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

We are continuing our series on sustainable investing. We have so far talked about proxy voting and impact bonds. And today we're going to talk a little bit about investing for the future. What does that mean? Well, that means we're welcoming one of my dear partners, Emily Lee from Impax Asset Managers. She is the Vice President of Business Development and a key partner that I utilize in my investment management when it comes to sustainability for my clients. Impax has been around for 50 years, so they're not new to this game, and neither is Emily. We're going to talk focusing on where we are right now and the growing popularity of sustainable investing, what impact women and future generations have on sustainable investing, and then what you, as the end investor, can really make an impact on. So I hope that you'll tune into today's episode and share this free educational resource, as well. Sharing doesn't cost you anything but it us to spread even more education and awareness.  Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services. 

We are into our Sustainable Investment series and how to make an impact with your wealth. Today we are going to specifically talk about how you are an owner and how do you make an impact within your portfolio.What are some cool things as an owner, what does your vote really count for, how do you make income, and how do you know that you haven't delegated something that you aren't even aware of? What are those elements of checks and balances that you need to understand as an owner or an investor in this space.So if you're curious about this topic, continue to listen. And if you know someone that might also be interested in this topic, well share it, we would love to have increased listeners and access to the free educational tools that we offer.To contact and learn more about Emily: https://www.linkedin.com/in/emily-lee-1499017/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we're talking about something near and dear to my heart, and something I talk to my clients about all the time, and that's sustainable investing.  What is it, why would you want to consider it, what should you consider, why is it trending, and what you need to understand about sustainable investing is all going to be covered today. We are going to dive into the environment, social change, governance, and everything sustainable investing covers. Maybe you're cautious about it, or you're excited about it. All different types of emotions are welcome here. So get ready, I have a lot to talk about today. And, please, don't forget to share this with the people you team up with to make those crucial financial decisions in your life. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

I'm rounding out our series on caregiving and the Alzheimer's journey for September, and I thought there is no better way than to talk about some things that we can do in our own lives to stay healthy both physically and mentally. Now, I'll caveat this with that I am not a mental health professional or a doctor. So the things that I'm going to talk about are coming from just real-life experiences, either for myself or for clients that I have worked with. We're going to talk about mental health and physical health, emotional health, and our general well-being during today's episode, and specifically how those relate directly back to your caregiving experience.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we'll have a bit of an in-depth conversation around long term care, extended care, and care that you need beyond just hospital care, long term disability.This type of care usually occurs more so at the end of our lives, and this is a hard conversation to have. Not everybody wants to talk about these things that are happening in our lives. Add to that the overarching cost that it takes to be able to provide care which is not something that is covered in any of our health care plans. Now, you may have skilled nursing home care and hospice care that is covered, but most of them are not going to cover long-term care. And I'm going to specifically talk about it in terms of longer-term instances where we might need care when it comes to memory care. In today's episode, we're specifically going to get into the nitty-gritty on what elements are available for you to plan around, and why it's so important for you to plan earlier rather than later. I will start to break down the costs of care what you can do about it, and what types of solutions are out there for the rising costs of health care needed at the end of our lives.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

I am excited to welcome to you a previous Thrive For[e]ward guest, and my dear friend, Karla Hult. Karla by day is a news anchor and reporter for Kare 11 News, the NBC affiliate here in the Twin Cities. How Karla and I met, though, is not through her TV gig, but through our shared journey of being Alzheimer's daughters. Karla has been a huge support throughout my journey. And just recently, she has launched her own company called So Many Goodbyes, a company for families and caregivers that are sharing our journey. She'll talk about the services that they offer with caregivers, training them and talking to them about the importance of understanding and bringing together the emotions of family versus the critical job that they play in the lives of so many battling Alzheimer's and dementia. Then she has three tips for you to share with any caregiver, very easy, tactical things that can be done today to allow yourself to be the advocate or caregiver that you want to be without losing yourself throughout this long journey. Learn more about So Many Goodbyes here: https://somanygoodbyes.com/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Today we are talking about Alzheimer's, dementia, and caregiving questions that you should be asking your family members, whether you are the child, the spouse, or the partner of anyone who might need care, we will talk about the four different ways it impacts our life. We are focusing on this because September is Alzheimer's Awareness Month. It is the time for the Alzheimer's walk in the state of Minnesota. Our team Grandpa's Fierce Monsters are hitting the pavement, stay tuned for opportunities to be able to be a part of our great journey in finding the cure for Alzheimer's. So let's get into it. If you're going through this phase now, you know the exhaustion. The responsibilities from when you wake up to when you fall asleep. And when you deal with Alzheimer's and dementia, every day is different. Today we'll share some numbers of how these impacts families, and especially women.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

We just wrapped up a month of conversations around caregiving as our children go back to school, or in some cases, leave home for the first time. Now our caregiving conversation switches to our September theme around Alzheimer's. I am a mother, and I am a caregiver to a father with Alzheimer's. There's a lot that comes together in that intersectionality.Oftentimes we experience life transitions or pauses in our life that isn't necessarily positive. And in fact, it probably feels like a tornado is coming through us. But that's when we have to readjust and recognize our true priorities. One of my guests from last month, Babs Plunkett, joins me today has an amazing story. Many of her family members have battled Alzheimer's and dementia. She's going to talk about the journey that comes with that, a journey that hit home for me because I started that same journey of really trying to find what my purpose was when my dad was diagnosed. I didn't know that that's really what I was subconsciously doing. There was just something that tugged at the heart inside me, and I started asking myself what it is I really want to be doing?How do I want to live this life? How do I want to show up for myself and for the people around me through all of this? So if you're at the stage of life, someone caring for your children and caring for your parents, join us in this series, as we explore Alzheimer's and caregiving. And that first story that we will share is the one of inspiration that comes from our previous podcast, guests Babs Plunkett.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

When you think about money and your journey with money, what are the aspects that you learned growing up? I find so often, even in the same households my clients have differing opinions or experiences.Today I want to talk about financial behavior. Those habits that you picked up over the years, even stretching back to when we were children. Some of these financial behaviors are good, some are...well, not so good. And there's a good chance you didn't even know you were learning this behavior. You just picked it up by example. Today I'm going to outline 9 financial behaviors. I want you to identify with one of them, and then I want you to answer some important questions I have to ask you about the security of your future. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

We are continuing with our back to school theme for the month of August as we round out the summer and enter into a new space, a new space that has been different. Education, emotions, and relationships have been affected by these transitions and changes. On today's podcast, we have licensed marriage and family therapist, Ann Dillard. Ann specializes in relationships with teens and their mothers. She, herself, had a relationship with her mom that was tumultuous. Trauma that she has overcome, and now uses that experience to help others. Think about this, do you want to be your children's critic, or do you want to be there in your champion and cheerleader? Personally, I want to be my daughter's champion, but I'm always looking to individuals like Ann to be able to provide guidance in how I can do that in a better way. So if you know someone who is in a relationship with their teenage child and looking for a way to expand and make that relationship even better, this is a great episode for you to tune into or even share with your community.Dive deeper and learn more about Ann and her mission here: https://www.anndillard.com/ Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

We are talking about back to school. What does back to school mean? It's not about the cool Crayolas you're getting, although that was always my favorite part, it's about the really big expense of school, particularly when it comes to college planning. So I'm going to break down the values part of what you should be thinking about from a college perspective, what you need to be doing with your kids and how you should be saving for it. So do me a favor. If you know somebody that you've had this conversation with or has students your age, and you've been wanting to have this conversation with them or starting the conversation in your own household, let's share this episode of the Thrive For[e]ward Podcast and join me now as we get into it.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.  

I am excited about today's episode. You see, I am a mom, and motherhood is a hard journey with many stops along the way. Today's guests interviewed over a hundred individuals to put together her book, Choose Joy: Three Keys to Investing Your Time In Retirement. Babs Plunkett found that one of the hardest transitions in life was the transition of being an active parent, to empty nester. As we start this new school year, many individuals are experiencing being an empty-nester for the first time. What are the emotions that go with it? Babs has three key takeaways that affect the entire being of yourself and how to choose joy, tactical pieces of advice that you can use to choose joy in your life. So tune in, and if you know somebody that is experiencing this new emptiness stage of life, send this podcast their way, it'll be a great listen. I guarantee it.Learn more and follow Bab's journey: https://www.babsplunkett.com/Find out more about Forethought Planning: www.forethoughtplanning.comScore our free Wealth Assessment tool on our website.Subscribe to the podcast!https://www.forethoughtplanning.com/l...Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.

Have you found yourself stuck in the middle of the year because you set some really audacious goals for yourself to achieve? Then life happened. Obstacles got in the way. COVID, work, famil life transitions, you name it, things have gotten in the way. Well, you know what? Today's guest on our podcast has experienced the same thing. And in fact, she coaches her clients through that, but is getting raw and vulnerable with us about her own experiences. Today we are talking about overcoming doubt and expectations that are thrown at us, and getting back to our goals with three easy steps.These are all really attainable things to sit back and reinvent ourselves for the rest of the year. So please join me in welcoming my dear friend, Margret Wilson, who is a certified transformation coach and licensed hypnotherapist. Margret is passionate about learning and understanding how the internal and external worlds work together through travel tribulations and transformation. Hence why I have her on today's podcast talking about very specific things, how life gets in our way and how we can really truly sit back, reflect and reset. Sometimes we don't allow ourselves to hit that reset button. So my friend, as you hit play today, this is your permission slip to hit the reset button. Now tune in to today's episode with Margret Wilson.Hook up with Margret:IG: @soulwanderlust_SoulWanderLust.comFind out more about Forethought Planning: www.forethoughtplanning.comScore our free Wealth Assessment tool on our website.Subscribe to the podcast!https://www.forethoughtplanning.com/l...Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.

All right friends. It is the middle of the year and we still need to get to our financial goals. Maybe something got in our way. Maybe we are in denial of where we want to be. Maybe we feel stuck. This is our mid year financial pulse check. It's just the two of us today as we dig into a little bit of the bright and shiny things that have occurred in the financial industry this year. What is the reality behind those things? We talk a little bit about the three things that I think you can accomplish before the end of the year. So my friends hit play and the share button so that you can share this with your friends who also want to empower themselves to have a journey of wealth before the end of the year. Now I can't guarantee that you're going to be wealthy by the end of the year, but I can give you the tools to get you on the way of creating a great foundation to build upon.If you need help with your financial journey. Experience that will help you save and build in a way that follows your values and goals, then click here to get a free wealth assessment: https://www.forethoughtplanning.com/Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.

We are halfway through 2021, and at the beginning of the year, we talked a lot about what do you want for your life in 2021. Rather than goal setting, we talked about your vision for your life.What are your passions? What are the things that keep you going? How do you want your lifestyle to look today? I welcome my dear friend, Jessica Horton, to talk about resetting some of that vision. Are you doing the things that sets your soul on fire?Jessica Horton is a licensed coach around finding your true passions so that you can live your day, truly in the life vision that you have for yourself. Jessica's website: https://www.jessicahortoncoaching.comLinkedin: https://www.linkedin.com/in/the-jessica-horton-coaching/Find out more about Forethought Planning: www.forethoughtplanning.comScore our free Wealth Assessment tool on our website.Subscribe to the podcast!https://www.forethoughtplanning.com/linksSecurities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.