Posts by Michelle Smalenberger, CFP®
Endorsements for Your Insurance Coverage [Video]
In this excerpt, Ryan Delp, insurance agent with Bradish Associates, breaks down insurance endorsements he looks to add for extra coverage.
Read MorePodcast Episode 26: Are You Getting the Best Insurance Coverage?
In this episode we invited Ryan Delp from Bradish Associates shares about how to get the best insurance money can buy.
Read MorePlanning Retirement Cash Flow [Video]
In retirement, your cash flow is how you will cover all your expenses. Do you know the different types of income you have or how to use them?
Read MoreWhat Medicare Coverage Do You Actually Need? [Video]
In this video, we break down the different types of Medicare coverage and what you might need to consider based on your age.
Read MoreInherited IRA Distributions: Post SECURE Act [Video]
Inherited IRA distributions have complex rules. If your loved one passed away AFTER 1/1/2020 and the SECURE Act, then this video is for you!
Read MoreThe Basics of Non-Qualified Stock Options (NQSOs) [Video]
Have questions about NQSOs? In this video we will breakdown what they are, how they work, and when you might want to use them.
Read More