by Mikelann Valterra | Oct 22, 2025 | Podcast
Host Denise Vivaldo asked me back to her awesome podcast—Women beyond a certain age. The topic? How to beautify your money! Here is what I told Denise: “Beauty makes me feel like I am really living and savoring my life. So why would this be less true in our money...
by Mikelann Valterra | Feb 11, 2020 | Saving
A couple of Saturdays ago, I finally sat down with my magic crystal ball. I was ready to create my personal annual spending plan. I was a bit nervous this year about what I would see in the ball. I am finishing a large construction project on my house, and my son is...
by Mikelann Valterra | Sep 20, 2018 | Planning
A common question I get is “what is the difference between a financial planner and a money coach?” One way to think of it is that financial planners primarily focus on the future and a person’s larger asset picture (long term savings and investments). They try...
by Mikelann Valterra | Jun 22, 2016 | Saving
Want to know a secret to feeling more peaceful and in control with your money? Simplify your finances. And the best way to do this is to limit the number of accounts you have. Simpler is better. Over the years, I’ve seen just about everything. When new clients come...
