Category: Planning your Financial Future

What A Spreadsheet Could Never Tell Us

by Angie Carlson | Monday started with a sound I hate at 4:56 AM even more than my alarm clockMy phone ringing. It was my husband. The car had died. He needed a ride to work. What happened next wasn’t… Read More

Calling all BOLD COUPLES who are DONE GETTING BY

Angie Carlson | CALLING ALL BOLD COUPLES WHO ARE DONE WITH “JUST GETTING BY” You both know deep down you’re meant for MORE financial success. You’re not afraid to do what others won’t to have what others don’t. Let me… Read More

What I Thought Would Happen Was Different

by Angie Carlson | I didn’t survive a near-death experience to play small. Or to be so focused on what I might lose instead of everything I could gain. These are just a couple of takeaways I had after my… Read More

The Downside Of Doing Everything “Right” With Your Money

Angie Carlson | I talked to a couple, and my heart broke. They did everything “right” with their money:* Followed all of Dave Ramsey’s Baby Steps* Made smart money moves* Multi-million net-worth But they felt scared. They asked me:“What does… Read More

Three Things You Don’t Need on the Financial Journey in 2025

by Angie Carlson | Here’s what you DON’T need on the financial journey in 2025 Here’s what you DO need: Someone who can show you why things aren’t working and help you fix it fast. Let me tell you about… Read More

Whatever Financial Path You Two Take…

by Angela Carlson | … always expect at least one person will have a different opinion than yours. Recently, I shared about how my spouse and I went all-in on a financial plan that looked like a disaster on paper… Read More

𝐖𝐢𝐭𝐡𝐨𝐮𝐭 𝐭𝐡𝐢𝐬, 𝐲𝐨𝐮𝐫 𝐦𝐨𝐧𝐞𝐲 𝐜𝐨𝐧𝐯𝐞𝐫𝐬𝐚𝐭𝐢𝐨𝐧𝐬 𝐚𝐫𝐞 𝐥𝐢𝐤𝐞 𝐚 𝐛𝐚𝐭𝐭𝐥𝐞𝐟𝐢𝐞𝐥𝐝.

by Angie Carlson | 𝐖𝐢𝐭𝐡 𝐢𝐭, 𝐭𝐡𝐞 𝐭𝐰𝐨 𝐨𝐟 𝐲𝐨𝐮 𝐟𝐞𝐞𝐥 𝐜𝐨𝐧𝐧𝐞𝐜𝐭𝐞𝐝 𝐚𝐧𝐝 𝐮𝐧𝐬𝐭𝐨𝐩𝐩𝐚𝐛𝐥𝐞 𝐚𝐬 𝐲𝐨𝐮 𝐜𝐫𝐮𝐬𝐡 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐠𝐨𝐚𝐥𝐬. Let me ask you: Have you ever thought you two were on the same page about money—only to realize you… Read More

What Money Decisions Really Cost

Angie Carlson Financial calculations are just numbers… right? If your calculator knows what you want more than you do, sure. If your calculator knows what numbers to put in for that never-ending stress from that high paying job, sure. If… Read More

Are you the couple who wants to avoid all risks with your money?

by Angie Carlson | That can be more expensive than not taking any risks at all. Not sure how that can be true? Here are real examples from my clients: 1. Never letting their savings go below $10,000 because having… Read More

What NO ONE Prepares You For on the Wealth Building Journey

Angie Carlson | Couples, there’s a hidden truth that no financial guru prepares you for on the journey to building wealth. The financial industry IGNORES it because it’s not part of your budget, quarterly statement, or return on investment calculation.… Read More