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Category: Events
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Wednesday Workshop: Ensure Your Future, Understanding the Basics of Insurance
Guest members and site visitors will need to upgrade or create an account to get access to this recording. Whether you’re a seasoned planner or just starting to dip your toes into the waters of financial literacy, this workshop is tailor-made to equip you with essential knowledge and strategies to navigate the complex world of…
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Wednesday Workshop: YNAB Workshop
Our February 28th Wednesday Workshop with YNAB was so well-received, we are making it available for everyone! Transcription To enjoy this content, simply sign up for a Penny Forward membership. If you’re already a member, just log in using the form below. We’re excited to have you on board!
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Wednesday Workshop: Technology and Techniques to Keep Us Organized
Guest members and site visitors will need to upgrade or create an account to get access to this recording. In this workshop, we explored various strategies and tools for securely storing and organizing financial documents, including popular cloud services like Dropbox, Google Drive, and OneDrive. Additionally, we discussed software, apps, accessories, and products that can…
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Wednesday Workshop: What to Keep and What to Toss Financial Documents
This week we discussed items you should be able to toss, and what items you need to keep around. Remember this information is typical situations, and if you have questions about items you have specifically please reach out to us privately or to your tax or other accounting professional. Recording Guest members and site visitors…
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Podcast: Taxes With A Blind CPA with guest Cody Bair
In this episode of the Penny Forward podcast, hosts Chris Peterson and MOe Carpenter are joined by Cody Bair, a blind CPA from Colorado who specializes in research and development tax credits. With co-host Liz Bottner attending the American Council of the Blind D.C. Leadership Conference, the conversation is focused on understanding taxes from a…
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Wednesday Workshop: Spring Cleaning Your Finances
This week we discussed many documents you may want to keep around for taxes, and how you may be storing them. This conversation will continue next week. Recording Guest members and site visitors will need to upgrade or create an account to get access to this recording. To enjoy this content, simply sign up…
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Podcast: Love on a Budget – How to Date Without Breaking the Bank with guest Janeen Lea
In this episode, hosts MOe Carpenter, Chris Peterson, and Liz Bottner welcome guest Janeen Lea. They engage in an open conversation about dating, relationships, and budgeting. They share personal stories and offer creative date ideas ranging from inexpensive activities like geocaching and picnicking to attending community theater. The group also discusses the significance of safety…
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Wednesday Workshop: YNAB Workshop
This week’s recording will be going out on the podcast feed later on this month. However for those that don’t want to wait and are paid members you can listen now. Recording Guest members and site visitors will need to upgrade or create an account to get access to this recording. To enjoy this…