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Worried About Spending? Focus On What REALLY Matters! (And It’s Not The Small Stuff!)
Worried About Spending? Focus On What REALLY Matters! (And It’s Not The Small Stuff!)
Liked by Rae Hartley Beck
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The Secure 2.0 Act passed in 2022 provided a new 'escape valve' for individuals who, for whatever reason, found themselves with more funds in their…
The Secure 2.0 Act passed in 2022 provided a new 'escape valve' for individuals who, for whatever reason, found themselves with more funds in their…
Liked by Rae Hartley Beck
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Financial Independence Retire Early (F.I.R.E.) Tips Step 1: Quit high paying job Step 2: Pretend to be retired before 30 Step 3: Secretly work side…
Financial Independence Retire Early (F.I.R.E.) Tips Step 1: Quit high paying job Step 2: Pretend to be retired before 30 Step 3: Secretly work side…
Liked by Rae Hartley Beck
Experience & Education
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Forbes Advisor
View Rae’s full experience
See their title, tenure and more.
or
Volunteer Experience
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Troop leader
Girl Scouts of the USA
- 1 year 5 months
Children
Mentored high school age girl scouts in finance, life skills, and career options
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Volunteer coordinator
Red River Gorge Climbers' Coalition
- 4 years 8 months
Recruited, trained, and managed volunteers for trail maintenance and fundraising events including a yearly event that involved 50+ volunteers and raised $35,000+ over three days.
Publications
More activity by Rae
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A sadly ironic follow-up to yesterday's post: I was laid off from Forbes Advisor this morning. I'm feeling a whole lot of emotions, but underlying…
A sadly ironic follow-up to yesterday's post: I was laid off from Forbes Advisor this morning. I'm feeling a whole lot of emotions, but underlying…
Liked by Rae Hartley Beck
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I was offered a VP job with 10 days of PTO. TEN DAYS. That includes sick AND vacation time. When I tried to negotiate, I was told they are a…
I was offered a VP job with 10 days of PTO. TEN DAYS. That includes sick AND vacation time. When I tried to negotiate, I was told they are a…
Liked by Rae Hartley Beck
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I see so many backdoor Roth IRA conversions each year that were completely mishandled by well-intentioned DIYers. This strategy is shared all the…
I see so many backdoor Roth IRA conversions each year that were completely mishandled by well-intentioned DIYers. This strategy is shared all the…
Liked by Rae Hartley Beck
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A prompt about why the "finance industry" is male dominant got the following response. This made me realize all the more that financial professionals…
A prompt about why the "finance industry" is male dominant got the following response. This made me realize all the more that financial professionals…
Liked by Rae Hartley Beck
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I'm pleased to announce that effective as of today, MY Wealth Planners is a Certified B Corp! https://lnkd.in/gTpKkwvP
I'm pleased to announce that effective as of today, MY Wealth Planners is a Certified B Corp! https://lnkd.in/gTpKkwvP
Liked by Rae Hartley Beck
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For the first time in literally years, I have some extra availability, and I'm looking to add one or two regular clients to my roster. If you need…
For the first time in literally years, I have some extra availability, and I'm looking to add one or two regular clients to my roster. If you need…
Liked by Rae Hartley Beck
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