Posts tagged "Budgeting"

How to Make Sure You are Financially Healthy

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After all the holiday festivities going on, especially all the EATING during this season, I was joking with friends about keeping a healthy balance with diet and exercise so they don’t have “get back in shape” topping another list New Year’s resolutions. Then someone had to ask a question about being “Money Smart” in their... Read more »

Hitting a High Note - The Invested Life Season 1 Episode 5

Hitting a High Note - The Invested Life Season 1 Episode 5
Tom agrees to protect the income generating resource he has, which is his ability to sing.  How?  He is looking into voice and/or disability insurance to provide him the cash he needs in case he cannot step on stage to perform for an extended period of time.  This way he doesn’t have to dip into... Read more »

Advice on the Road - The Invested Life Season 1 Episode 2

Advice on the Road - The Invested Life Season 1 Episode 2
On episode 2 of The Invested Life, I wanted to set up a meeting with Tom at my favorite restaurant downtown…Sunda!  I had a few concerns that I wanted to touch on. With Tom always being in different parts of the world, Tom is always tempted on going out and explore. This leaves Tom tempted,... Read more »
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Finding a Voice - The Invested Life Season 1 Episode 1

Finding a Voice - The Invested Life Season 1 Episode 1
For the first time as a financial coach, I have an opera singer as a new client. Tom Forde is a University of Illinois grad and from the Northwest suburbs of Chicago. My biggest concern while getting to know him while strolling through Millennium Park was protecting his #1 asset, which is his voice.  His... Read more »

Meet Tom Forde: My Client for Season One of The Invested Life

Meet Tom Forde: My Client for Season One of The Invested Life
Can you really make a living, singing? Well, Tom Forde is doing just that as he begins a fifteen month journey from Chicago, to Santa Fe, then overseas to Zurich, Switzerland as an opera singer. In addition to being 27 years old, he does have a different career path and financial income scenario as compared... Read more »