[Money Moves with Maggie] Your Tax Refund Isn’t Free Money

In this episode of Money Moves with Maggie, Maggie Shipley unpacks the truth about tax refunds—and why they’re not the “free money” they might seem to be. While a refund can feel like a financial boost, it’s actually money you’ve already earned, and how you use it matters. Maggie walks through thoughtful ways to put your refund to work, from building your emergency savings to paying down high-interest debt or funding a personal goal. With a little strategy, your refund can support long-term financial progress. Watch now for practical guidance to help you make the most of it.

[Money Moves with Maggie] Buying a Home: What you Need to Know

In this episode of Money Moves with Maggie, Maggie Shipley unpacks the truth about tax refunds—and why they’re not the “free money” they might seem to be. While a refund can feel like a financial boost, it’s actually money you’ve already earned, and how you use it matters. Maggie walks through thoughtful ways to put your refund to work, from building your emergency savings to paying down high-interest debt or funding a personal goal. With a little strategy, your refund can support long-term financial progress. Watch now for practical guidance to help you make the most of it.

[Money Moves with Maggie] The Power of Staying invested

In this episode of Money Moves with Maggie, Maggie Shipley dives into why staying invested is one of the smartest financial moves you can make as we enter 2025. While 2024 brought impressive market gains, it’s important to stay focused on your long-term financial goals rather than giving in to short-term temptations. Maggie breaks down the benefits of sticking with your investment strategy and how it can set you up for continued success in the years ahead. Watch now for valuable insights to help you navigate 2025 and beyond with confidence.

Give the Gift of Stock This Holiday Season

Money Moves with Maggie is back this holiday season with a unique gift idea—ask for stock! In this episode, Maggie Shipley explains how receiving stock as a gift can help you build wealth over time while offering tax benefits for the giver. A gift that grows in value could be far more impactful than anything else on your wish list. Make this holiday season about investing in your future!

The Power of Compound Interest

In this episode of “Money Moves with Maggie” Private Wealth Advisor Maggie Shipley explores the powerful impact of compound interest on your investments. Watch as she compares four different scenarios to illustrate how starting early, being consistent, and avoiding cash savings can significantly boost your wealth over time. Don’t miss out on these valuable insights—subscribe now for more financial tips and strategies

[Money Moves with Maggie] Estate Planning 101

 Estate Planning 101 Estate Planning, though not the most thrilling topic, is crucial for financial management. Ensuring your financial accounts have Transfer on Death (ToD) and named beneficiaries is essential. […]

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