BayView Financial Planning

The Money Podcasts You Need to Download Before Your Next Road Trip by Stacy Miller, CFP®, MBA Podcasts have become a vital resource for practical advice, innovative strategies, and supportive communities. Whether you're a woman navigating the complexities of financial independence, a widow managing newfound financial responsibilities, or a military veteran adjusting to civilian financial life, there's a podcast out there for you. Here are the top 10 personal finance podcasts tailored to each of these distinct groups. Blog 🎙️ https://lnkd.in/eKpP_kkW Did we miss one of your favorites? Let us know in the comments! Featuring: Jean Chatzky | Carolyn Moor | Daniel M. Kopp, MA, MS, CFP®, MQFP® | Lacey Langford, AFC® | Farnoosh Torabi | Stefanie O'Connell Rodriguez | Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®, CFT-I™

Hear Stacy’s easy-to-understand overview of what interest rate changes mean for you.

Have YOU saved enough? How often do you think about or worry about this? Read our Guide to evaluating retirement readiness on our blog 👉 https://lnkd.in/e4VQBJmi

Please join us and bring a friend!

The Hidden Value of Financial Planning Navigating the complex world of investments and financial planning can be daunting, especially for those managing significant life transitions such as military families, veterans, widows, and women stepping into new financial roles. The Vanguard Advisor's Alpha concept is a strategy developed by Vanguard—one of the largest investment management companies in the world—to help clarify the value that a skilled financial advisor can add to your return on investments. In fact, Vanguard’s white paper on the subject states the framework “can add up to, or even exceed 3% in net returns for [you].” Let’s break down this concept into understandable parts, showing how it can be applied to manage and grow your finances effectively. Read this week's blog ➡️ https://lnkd.in/e_FATzc8

Cocktails & Cash Flows: How to Shake Up Your Money Mindset Join us for an engaging and informative Master Class covering personal finance for savvy women who want to know more and feel more confident in a judgement-free zone. We will cover money mindset, retirement planning, investing, financial planning, and how to find help that is trustworthy, transparent, and will work in your best interest. Register here ➡️ https://lnkd.in/ekVGnciA

The Hidden Value of Financial Planning You've heard it before . . . how there's so much below the surface of "overnight" success . . . and you've seen it visually in the iceberg image depicted here. But what about financial planning? Is there a hidden value to it? What about a cost for NOT being proactive and finding a financial planner? This is a review of a very important Vanguard study that says, YES, there is a value that can be measured through your return on investment. Read it here ➡️ https://lnkd.in/e_FATzc8

When you leave a job, whether it's to start a new career, launch your own business, or take a break for personal reasons, one critical financial decision you'll face is what to do with your 401(k) plan. Should you leave it where it is, roll it over into an Individual Retirement Account (IRA), or transfer it to a new employer's plan? For many people, the choice involves evaluating convenience, investment options, costs, and future financial plans. For some, it’s sadly forgotten wealth! Read the Essential 401(k) Rollover Guide by clicking the link in the comments and be sure to share it with someone you know who might need it! 👇

Need a speaker for your next conference or corporate event? As a Certified Financial Planner® professional and an experienced speaker, Stacy Miller, CFP®, MBA has devoted her career to empowering women to take charge of their financial futures. In her corporate speaking engagements, she provides valuable insights that not only enhance personal financial security but also contribute to professional success. #conferencespeaker #womensupportingwomen

As a Certified Financial Planner® professional, Stacy Miller, CFP®, MBA often encounters clients seeking flexible, tax-efficient ways to manage their healthcare expenses. One powerful tool that can help in this regard is a Health Savings Account (HSA). If you're exploring options for reducing your healthcare costs while saving for the future, an HSA might just be the perfect solution. Let's dive into what HSAs are and why they could be a beneficial part of your financial planning strategy. Read the full blog ➡️ https://lnkd.in/ed6vujP3 #HSA #hsabenefits #TaxPlanning