Personal Money Trainer, author and speaker, Crystal Oculee, empowers women to get money confident with tips, advice, stories and special guest interviews. From the basics of budgeting to getting to the bottom of retirement vehicles – you’ll get insightful information you can turn into major savings and smart investments! LISTEN  ON ITUNES: https://itunes.apple.com/us/podcast/episode-9-blunt-truth-about-financial-compatibility/id1208123298?i=1000384439560

IN THIS EPISODE, YOU’LL LEARN:

  • Ways To Have The “Money Talk” With Your

Credit card reward programs are more popular than ever. In order to keep up with such high demand in a competitive market, credit card companies are coming up with new and more enticing offers every day. How do you know which one to choose?


Are you the type of credit card user who likes to travel and/or frequent a particular

When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you.

What is a will?


A will is a legal document that lets

Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important benefits too, including disability and survivor’s benefits, that can help women of all ages and their family members.

1. How does Social Security protect you

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

Mom and Dad, can

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first.

Evaluate your needs

If you haven’t done so, estimate how much income you’ll

Personal Money Trainer, author and speaker, Crystal Oculee, empowers women to get money confident with tips, advice, stories and special guest interviews. From the basics of budgeting to getting to the bottom of retirement vehicles – you’ll get insightful information you can turn into major savings and smart investments! LISTEN  ON ITUNES: https://itunes.apple.com/us/podcast/ep8-the-blunt-truth-about-the-female-financial-paradox/id1208123298?i=1000383322207

IN THIS EPISODE, YOU’LL LEARN:

  • How to Open The “Money” Dialogue
  • Why Budgeting
Marriage is an important step in anyone’s life and brings many challenges with it. One of those challenges is the management of your finances as a couple. The money decisions that you make now as a couple can have a lasting impact on your financial future together. Careful planning of your finances can ensure that together, you achieve financial success.

1. Budgeting your money

► In general When you were single, you managed your

The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well.

Examine your budget..and stick with it

Personal Money Trainer, author and speaker, Crystal Oculee, empowers women to get money confident with tips, advice, stories and special guest interviews. From the basics of budgeting to getting to the bottom of retirement vehicles – you’ll get insightful information you can turn into major savings and smart investments! LISTEN  ON ITUNES: https://itunes.apple.com/us/podcast/ep7-the-blunt-truth-about-divorces-over-50/id1208123298?i=1000382928404

IN THIS EPISODE, YOU’LL LEARN:

  • How to avoid costly mistakes post-divorce
  • How to