Sarah, Author at Valkyrie Financial

You don’t need a purchase

Don’t let your short-term feelings get in the way of your long-term success. You need a purpose, not a purchase.

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”