Struggling to navigate financial decision-making? Tune in to our latest podcast episode featuring Yvonne Marsh, a CPA and CFP. Learn about the new SAVE program for student loans and wealth-building strategies.
How do you navigate the labyrinth of financial decision-making? Tune in as Paula chats with Yvonne Marsh, a certified financial planner and CPA who brings her wealth of knowledge to the discussion. They tackle thought-provoking topics like establishing an emergency account, making informed choices about retirement savings versus debt repayment, and reaping the benefits of the new SAVE program for student loans. Yvonne also introduces her online platform, OneDegreeWealth.com, which presents a cornucopia of financial education and wealth-building strategies.
Yvonne Marsh is a Certified Financial Planner™ and a Certified Public Accountant with a BS in Accounting from the State University of New York. She specializes in personal financial planning, including retirement and lifetime income planning, investment management, social security maximization, charitable giving, Medicare, and long-term care planning.
Yvonne Marsh has experience in small business entrepreneurship and public accounting, providing assurance and advisory services to the banking and retirement fund industries. She is a monthly contributor to the business section of the Farragut Press. She enjoys speaking on financial education topics at locations such as Strang Senior Center and for local civic groups. Yvonne is married with two children and enjoys gardening, horseback riding, hiking, and reading.
Find Yvonne:
Website: https://www.onedegreewealth.com/
Email: yvonne@onedegreewealth.com
Facebook: https://www.facebook.com/marshwealthmanagement/
Youtube: https://www.youtube.com/channel/UCfuH5rJAXTaP0d6YJzWYdCw
LinkedIn: https://www.linkedin.com/in/yvonnemarsh/
Episode highlights:
(0:00) Intro
(0:56) Yvonne's background
(3:02) Five foundational steps
(4:10) The SAVE program
(6:38) Have an emergency fund
(7:48) Look at your 401K plan
(9:12) Tackle the high-interest-rate credit card
(11:16) Advice for middle-aged single women in debt
(14:59) Outro