Pay Attention

Mario Riccadonna, CFP®, EA provides education around how to build a tax-free retirement income plan. This webinar will teach you how to implement the most effective strategies to help you reduce your total lifetime tax bill to help you achieve your financial goals.

Shawn Glogowski, CFP®, EA and Christine Mathieu, Wealth Coach and Certified Money Coach (CMC)® speak about the financial and behavioral challenges of Medical Residents by giving real-life examples to demonstrate the fact that how you manage your money mindset and what you choose to allow to influence your financial decision-making determines how well you spend your life. Dive into the power of starting now in your financial journey with Shawn and Christine as your guide.

Licensed Medicare Agent, David Kamholz from AAA, gives an overview on the components of Medicare and how it works. Dave also reviews the Medicare changes recently announced for 2025 so you can be informed about your options.

There's not much good news anymore. Particularly for younger people.

So here's some!

Mario explains why “time is on your side” for Millennials and Gen Z.

FIRE means “financial independence and retire early.”

Sounds nice, doesn't it?

But saving always requires sacrifice.

Shawn weighs the pros and cons of saving a lot or a little.

It's surprisingly easy to miss something important.

We all need someone who's paying attention.

Tom unpacks how Note asks good questions.