Monthly Archives: July 2019

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Episode 31 — Financial Umbilical Cord or Lifeline?

Finance, Uncategorized, , , , , , , ,

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We all want our kids to thrive. But when you financially support an adult child, are you helping or hindering them?

Today, Danielle Howard shares tips on how to handle financial situations with your adult children. Focusing on the word “respect,” Danielle provides seven useful tips to help you decide whether you’re helping or hindering your adult children.

In this episode, you’ll learn:

  • The importance of having respect for not only your children but also yourself
  • The importance of helping yourself before others
  • The difference between providing for ego needs versus soul desires
  • Why struggle is necessary and failure is okay
  • The dangers of entitlement
  • And more!

Join Danielle now to learn seven tips for ensuring that you’re truly helping your adult children!

Resources:  DanielleHoward4u.com | WealthByDesign4u.com | Danielle’s 8 Week E-Course | (970)-927-3909 | Email Danielle | The Seven Stages of Money Maturity

 

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Episode 30 — What Could the Secure Act Bring to Your Financial Life? — Part 2

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With all of the positive changes that new legislation can bring to our lives, it’s important to also consider the less appealing changes that can come with it.

After uncovering the new possibilities that the SECURE Act could offer us in part one of her mini-series, Danielle Howard is back with a critical eye to explore its potential downsides and discuss options for adjusting your financial decisions accordingly.

In this episode, you’ll learn:

  • What the elimination of stretch IRAs could mean for your legacy planning
  • About proposed changes to distribution rules and its tax implications
  • Strategic planning ideas to navigate some of these downsides
  • The importance of working with a fiduciary to make informed decisions based on your personal situation, values, and goals
  • How Danielle is walking the walk in finding her next best self
  • And more!

Listen now to learn more about the SECURE Act and the changes it may bring to your financial life!

Resources:  DanielleHoward4u.com | WealthByDesign4u.com | Danielle’s 8 Week E-Course | (970)-927-3909 | What Could the Secure Act Bring to Your Financial life — Part 1

 

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Episode 29 — What Could the SECURE Act Bring to Your Financial Life? — Part 1

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Did you know there is a new piece of legislation called the SECURE Act that could possibly go into effect on December 31 of this year?

When it comes to our financial lives, Danielle Howard is all about keeping an open mind towards intentional opportunities to grow. To do so, it’s important to understand how changes in public policy can impact the decisions you need to make in your financial life. 

Today, Danielle helps you stay informed on what the SECURE Act could mean for you and your financial life by breaking down what it is and what changes it could bring to your fall season.

In this episode, you’ll learn:

  • What the SECURE Act is
  • How the change in contribution age limits may benefit those who are rewiring
  • How the Act will change defined contribution plans
  • New changes that could benefit small businesses
  • How the Act may allow for more flexibility in your savings options
  • Why it’s important for you to consider your own version of prosperity when considering these changes
  • And more!

Tune in to learn all about the SECURE Act and what its proposed changes could bring to your financial life as you head towards your fall season.

Resources:  DanielleHoward4u.com | WealthByDesign4u.com | Danielle’s 8 Week E-Course | (970)-927-3909