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    Tag: 401(k)

    POM028: 19 Personal Finance Mistakes to Leave in 2017

    In this episode I’m going to cover some of the common costly personal finance mistakes people are making. Let’s go over them so you don’t…

    Dr. Maria James December 4, 2017
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    POM024: Creating a Freedom Plan & Saving $85k in 1 Year with Jamila Souffrant

    In this episode Jamila explains what a freedom plan is, how to create one, and how she and her husband saved and invested over $85,000…

    Dr. Maria James November 6, 2017
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    Do I Need An IRA?

    I’ve had many people ask do I need an IRA? So many individuals don’t know what an IRA really is and why they need one.…

    Dr. Maria James December 22, 2015
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    Why Your 401(k) Isn’t Enough!

    No matter your age you hear about 401(k)s and IRAs, retirement investment accounts. You hear over and over that you need to be ready for…

    Dr. Maria James April 23, 2014
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    • Should I Save, Invest, or Pay Off Debt?
      One of the most common questions in personal finance is whether to save, invest, or pay off debt. Each of these actions has its own benefits, but the best choice often depends on your financial situation, goals, and even your age.  Let’s explore the key financial milestones and conditions that can help you decide which…
    • Part 10: Navigating Employee Financial Stress – A Turning Point
      Chapter 10: A Turning Point Before you start, have you read the previous chapters? Chapter 1: The First Signs of Trouble Chapter 2: A Tough Meeting with Leadership Chapter 3: A Heart-to-Heart with Employees Chapter 4: A Personal Reflection Chapter 5: The Breaking Point – A Key Employee Resigns Chapter 6: Shareholder Pressure Increases Chapter…
    • Part 9: Navigating Employee Financial Stress – Pushback and Doubts
      Chapter 9: Pushback and Doubts Before you start, have you read the previous chapters? Chapter 1: The First Signs of Trouble Chapter 2: A Tough Meeting with Leadership Chapter 3: A Heart-to-Heart with Employees Chapter 4: A Personal Reflection Chapter 5: The Breaking Point – A Key Employee Resigns Chapter 6: Shareholder Pressure Increases Chapter…
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