Are you and your partner on the same page when it comes to retirement planning? Or…are you like millions of couples avoiding these critical conversations?

• If, When and How to Retire: Twice The Husband, Half the Income
• Let’s Talk About Money: Finances Without Fighting
• Changing Roles and Identity: I Don’t Do Windows!
• Time Together, Time Apart: I Love You and I Need My Space
• Health and Wellness: Will Medicare Pay for the Spa?

Enhance your communication skills, make decisions together and develop your shared vision for the second half of life.

You can find learn more about Roberta by visiting :

http://www.pathmaking.com/

or order a copy of the book here:

The Couple's Retirement Puzzle

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

or

www.moneymatterspodcast.com

On this weeks show we answered the question how does one make good financial decisions in a world dominated by risk and uncertainty. We discussed the book The Power of Choice which is dedicated to the idea that each of us has a choice to better our lives, empower ourselves and reach our goals. 

We were joined by author Jeff Kanaly.

Jeff is Vice Chairman of Kanaly Trust and serves on the organization’s board of directors. He has been with the company for over 35 years and concentrates on corporate strategic planning. An important focus for Jeff is ensuring that the high quality of service Kanaly Trust was founded on continues to be the central focus of the organization. He specializes in serving multi-generational families due to his depth of experience in high level, intricate estate and financial planning practices.

A graduate of the University of Texas at Austin, Jeff holds a Bachelor of Business Administration degree in Finance. He is a CERTIFIED FINANCIAL PLANNER^TM practitioner and a Certified Trust and Financial Advisor (CTFA). He is a member of the Financial Planning Association (FPA), the Houston Chapter of the FPA, the Houston Estate and Financial Forum (HEFF), and the Association of Trust Organizations (ATO).

Jeff has served on many public and professional committees. He is a past national board member of the Financial Planning Association (FPA) and previously served on its Tax Sub-committee. He was involved in the merger of the Institute of Certified Financial Planners (ICFP) and the International Association of Financial Planners (IAFP) that formed the FPA. He was responsible for the coordination of the FPA’s Pro-bono Program, has served on the ICFP board and on its Practice Management Committee. He is past president of the Association of Independent Trust Companies (AITCO now ATO), and previously served on its board of directors as treasurer. He is also a past chairman and president of the Houston Society ICFP.  Jeff also serves on the Investment Committee at Kanaly Trust. 

Jeff has served on the board of directors of the American Heart Association in Northwest Harris County and on the board of Applause Theatre.  He is actively involved with the National MS Society, South Central Chapter as Chair of the Houston Leadership Council and was instrumental in launching the MS Entrepreneurs Program which helps those affected by MS at a grass-roots level.  In addition, Jeff was recently selected as the Investment Committee liaison for the South Central Region of the MS Society.

Jeff’s comments have appeared in such publications as Robb Report Worth, the Houston Business Journal and Financial Planning.

To find out more click below the:

The Power Of Choice

Choice of A Lifetime

Kanaly Trust

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:


http://directory.libsyn.com/shows/view/id/moneymatters

Whether you’ve been training for years for your retirement or you are a newbie, moving toward your goals, taking the right actions and following a plan will help you to cross the finish line feeling great and it will inspire those around you to do the same!

·        How preparing for retirement is like preparing for a marathon – and the 6 training fundamentals that apply to both goals

·        Why some people are great with money and others struggle

·        My 5-step system for reducing stress around your finances

On this episode we are joined by author and speaker Ellen Rogin.

A CPA, Certified Financial Planner™ and Abundance Activist^® - Ellen is a nationally known expert on living a life of success and prosperity.

A financial advisor chock full of “left-brain” credentials (MBA, CPA, Certified Financial Planner™), she also walks on the “right” side, balancing values, big picture ideas, and meditation with all her professional training.  Ellen is as comfortable talking about the power of compound interest as she is the power of belief. Ellen shares this fresh approach in her book “Great with Money: 6 Steps to Lifetime Success and Prosperity.”

Ellen is a frequent speaker to the financial profession, sharing her experiences and expertise at building successful client relationships and growing a successful practice.  She is a regular contributor to Horsesmouth^®, a support service for financial advisors and is a host of Horsesmouth Advisor Radio.

For more than 20 years, Ellen has been a financial advisor in Northfield, Illinois, and serves on the Board of Directors for Metropolitan Capital Bank in Chicago.

She co-authored the books:

Great with Money: 6 Steps to Lifetime Success & Prosperity

and

Breakthrough!

Inspirational Strategies for an Audaciously Authentic Life

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:


http://directory.libsyn.com/shows/view/id/moneymatters