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Financial planning is all about vision - what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day. And it's what we will do in this podcast.

Financial planning is all about vision - what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day. And it's what we will do in this podcast.
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Location:

United States

Description:

Financial planning is all about vision - what do you want for the rest of your life? Amy Walls of Thimbleberry Financial helps clients paint that picture every day. And it's what we will do in this podcast.

Language:

English


Episodes

Market Volatility

11/13/2019
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The market has been high for awhile, and this causes anxiety for many investors. Today, Amy explains how to keep market volatility in perspective, including: Links: Thimbleberry Financial Website Email Thimbleberry Financial Call Thimbleberry Financial at 503-610-6510

Duration:00:18:15

Why Insurance?

11/4/2019
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Clients often come to financial advisers to discuss investments, but why is it a good idea to also discuss insurance? In today's episode, Amy Walls explains the importance of including your insurance needs in your overall financial plan - and just how personal insurance is for her. Links: Thimbleberry Financial Website Email Thimbleberry Financial Call Thimbleberry Financial at 503-610-6510

Duration:00:11:54

Tax Diversification and The Triangle

9/26/2019
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Tax Diversification is an important thing to think about as we close in on the end of 2019. Tax Diversification is really a 3-point triangle - Amy explains how this analogy works. In our first episode, we also cover the approach and importance of tax diversification, including some common misconceptions. There are some common pitfalls associated with tax-free vehicles. Finally, Jon and Amy ask the proverbial question: "Should everyone have each type of investment?" Links: Thimbleberry...

Duration:00:16:32

Trailer

9/18/2019
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Amy Walls of Thimbleberry Financial believes in helping clients find a vision for their financial future. Once that vision is established, she helps paint that picture.

Duration:00:01:29