In this episode, I share my personal experience attending the Podfest Conference, including: How I financially prepared for the event Key takeaways from my time there Conferences offer incredible networking opportunities for entrepreneurs, so if you're thinking about attending one, I highly recommend it! Feel free to share this with Read More
Are you interested in working with me 1 on 1? Click this link to fill out our Retirement Readiness QuestionnaireOr, visit my websiteMost people start to think about taxes right about now around the tax filing deadline.They gather a bunch of documents, send them to their tax preparer, and mistakenly believe Read More
***Link for Retirement Readiness Questionnaire***“Legacy is not about leaving something for people, it’s about leaving something behind IN people.”— Peter StropleMany retirees create estate plans with their attorneys. They get a big binder with their documents, hopefully they update their beneficiaries, retitle their assets to their trust, and then they Read More
In this episode, recorded at Podfest—the world’s longest-running annual in-person podcasting conference—I had the pleasure of meeting Adrienne Baile, founder of Her Financial Health. Adrienne is dedicated to creating a supportive space where women can confidently navigate their financial journeys, gain independence, and align their wealth with their values. We Read More
WELCOME to the OFFICIAL episode 63! I was jumping ahead of myself last week when I thought I was recording 63, but in fact that was episode 62. Las week we talked about cash flow and budgeting, and how that sets the framework for one of the core assumptions for Read More
In this episode, we have an inspiring conversation with Tiffany Grant, who shares her remarkable journey of relocating from the United States to Jamaica. Tiffany dives into the pivotal moments and decisions that led her to make this life-changing move, including how her divorce and health concerns played a role. Read More
In this episode, we have an inspiring conversation with Tiffany Grant, who shares her remarkable journey of relocating from the United States to Jamaica. Tiffany dives into the pivotal moments and decisions that led her to make this life-changing move, including how her divorce and health concerns played a role. Read More
PFR Nation, I am very excited to have one of our very own, Roberto Fortuna, on to the show this week! We are going to discuss the benefits of ‘Working’ in retirement. But, when we say ‘Working’ we just mean having purpose in retirement. Whether that is part time work, Read More
In this solo episode, host Patrina Dixon reflects on an incredible 2024 journey with The Money Exchange Podcast. Patrina shares insights into the episodes that resonated most with listeners, celebrates the podcast's growing community, and reveals where the largest groups of loyal listeners are tuning in from. She opens up Read More
In this solo episode, host Patrina Dixon reflects on an incredible 2024 journey with The Money Exchange Podcast. Patrina shares insights into the episodes that resonated most with listeners, celebrates the podcast's growing community, and reveals where the largest groups of loyal listeners are tuning in from. She opens up Read More
Happy 2025 everyone! First let me say, this is NOT a market prediction episode! They are always wrong. However, I do believe that many of you who are recently retired or approaching retirement will be interested in this episode. I put together a list of 5 things the market is Read More
In this episode, I’m joined by Nikki Tucker, a seasoned financial professional with over 20 years of experience and the Founder of The FIIRM Approach. Her business is dedicated to empowering women to navigate financial uncertainty and overwhelm, particularly when preparing for uncoupling or divorce. Nikki is passionate about Read More
Happy Thanksgiving, PFR Nation! What a ride 2024 has been. You all were a HUGE part in making this year so exciting. Listen, it’s a lonely business that I chose…being a rogue financial planner in the independent space. However, I wouldn’t trade it for the world. Given it is Read More
In this episode, I speak to Alyce Rose also known as Ms. Thrifty Rose. She is a lifestyle creator, plus-size confidence curator, and founder of Auntie Outside about her love for thrifting through a lens of authenticity and self-love as well as sustainable fashion tips. We get into: Her journey Read More
In this episode, I speak to Alyce Rose also known as Ms. Thrifty Rose. She is a lifestyle creator, plus-size confidence curator, and founder of Auntie Outside about her love for thrifting through a lens of authenticity and self-love as well as sustainable fashion tips. We get into: Her journey Read More
I’m excited for this episode, as we have a real-life retiree, Michael Levine, who successfully owned and sold a home healthcare business. Michael spent the beginning of his career in accounting until he and his wife started their company over a decade ago. His knowledge in the home health care Read More
Annuities have become the four-letter word of retirement planning products. However, is this warranted? When should annuities be positioned in a well-diversified retirement income plan? How do you ensure you aren’t being taken advantage of by an agent who doesn’t have your best interests? In this next edition Read More
In this episode of The Money Exchange, host Patrina Dixon welcomes Scott Carson, known as the "Note Closer," to discuss an alternative path to wealth-building through real estate investing: buying and selling mortgage notes. Scott breaks down the basics of note investing, demystifies common misconceptions, and shares practical strategies Read More
Are you approaching retirement and worried about the impact of Artificial Intelligence (AI) on the future of your job? What about the impact of AI on the financial markets? And lastly, do Bitcoin and other cryptocurrencies have a place in a well-diversified investment portfolio? I hope you enjoy my interview Read More
Welcome to "The Planning for Retirement Podcast," where we help educate you on how to achieve financial security and fire your boss. Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Read More
