Spring Clean Your Finances

Money Sense

Mar 16 2025 | 00:44:47

00:00 / 00:44:47

Hosted By

Show Notes

Feeling the itch to get organized? Learn tips and strategies to stay mindful and on-track by watching your cashflow, cleaning out files, and creating spending plans.

Hosted by: Jamie Williams, Wealth Advisor

Featuring: Heather Deaton, Wealth Advisor

Other Episodes

Episode 128

July 02, 2020 • 00:43:51

Conversations with a Purpose #30 - Terry Pavlic - Interest Rates, Bonds and an Economic Update

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Terry Pavlic, CFA, President of Pavlic Investment Advisors, to discuss the current market...

Episode 107

May 12, 2020 • 00:38:35

COVID-19 Edition #9 - Forest Richter - Impacts on Underserved Communities

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Forest Richter, Founder & CEO of Fresh Coast Labs, to discuss the impact...

Episode

March 02, 2024 • 00:45:39

Entrepreneurial Journey

Heather Deaton, EIG Wealth Advisor, talks with TrueMan McGee, Owner and Founder of Funky Fresh Spring Rolls, about successes, failures, and lessons learned on...