When your friend has bad money habits

Let's talk about how to help.

Apr 25, 2023

If you are reading this odds are you either have pretty good money habits, or you are on track to get to a better place.

So let’s next level it. Keep an eye out for your friends and family. Sharing is caring when it comes to good money habits.

The podcast episodes of the past two weeks focused on relationships and financial wellness.

We just released my conversation with Dr. Megan Ford. We talked about how to be a true friend by using our own financial wellness strategies to be a resource and support for those we care about.

Last week’s interview was with Eric Roberge of Beyond Your Hammock. Eric is a CERTIFIED FINANCIAL PLANNER professional and hosts the Beyond Finances podcast with his wife. Our conversation focused on strategies to maintain and grow your relationships with loved ones, even when you don’t share the same money values.

I hope you enjoy both episodes- and if you do please share with others and write a review. We would love your support to grow the community.

LISTEN HERE

Just when you thought you were done thinking about taxes.. you may want to do some planning.

I joined Anne-Marie Green at CBS recently to discuss changes in how business transactions will be reported to the IRS from third-party platforms.

We didn’t get to it because of time but here’s a key fact: Unlike Venmo, Paypal, and Cash App, Zelle is not included in the requirement because of the way money is transferred. But beware, the income is still subject to tax even if Zelle is not required to send you a tax form.