Don’t let your short-term feelings get in the way of your long-term success. You need a purpose, not a purchase.
Author Archives: Sarah
Sole Source Podcast
Here is the Valkyrie Financial story – the inspiration, the goal, and what keeps me motivated to serve Millennial clients – in 31 minutes on the Sole Source Podcast. Sole Source is a podcast by Red Shoes Inc. that is made by women for women. It looks at the topics that are influencing women andContinue reading “Sole Source Podcast”
WTF is an RMD?
Much older people are more likely to experience RMDs, but they affect the younger generations’ money too. But, WTF is an RMD?
You Can’t Outsmart the Market
One of the things that frustrated me the most at my past corporate jobs was advisors who believed they could outsmart the market. That was the main value they brought to their clients. They manipulated data to make themselves look better. And it bothered the hell out of me. It felt sleazy, it felt scummy,Continue reading “You Can’t Outsmart the Market”
The Power of a 401(k) Rollover
What would you think if you opened the mail and found a check with your name on it a for $16k? This happened to me recently…
Keep It Simple, Sweetheart
Friday Financial reminder for you: KISS your money. There will always be complicated budgets, complicated investments, complicated *everything* out there. But the most effective money-management strategies always Keep It Simple, Sweetheart.
We All Deserve a Treat
Time for a Money Check-up
July 1st marks the half-way point of the year. Since half-way points are a great time for a money check-up, here are two you should do now.
Changing Jobs? Get What You’re Worth
Thinking about participating in “The Great Resignation”? Here are the key benefits you should look at when considering a new job offer.
It Ain’t About the Paycheck
Ever found yourself thinking, “If I was making more money, then life would be easier”? I’ve got some bad news for you: it ain’t about the paycheck.