SBFinPartners

Your financial partner. Worried about your financial decisions and future? I help young adults through life's transitions.

[SBFinPartners @SouthBayFinPart]

Cultivating Empathy in Finance: Catching up with Tara Tussing Unverzagt 💙 Follow the links below to listen-

Listen or Watch: https://t.co/AyYuoLNCnI
YouTube: https://t.co/HLF7amw0YA
Spotify: https://t.co/w9BX4bcl0s
Apple: https://t.co/oNXwCzHc6O https://t.co/vW73bU0X7u:

[SBFinPartners @SouthBayFinPart]

🎥 New YouTube video is out! I share my insights on financial therapy, what is & how it's helpful. Interested in learning more? Schedule an intro call >> https://t.co/VOqYaGwsYd or Financial Therapy 1:1 >> https://t.co/wVz76wPtwp

https://t.co/mfzlpdHnMw

#financialtherapy

[SBFinPartners @SouthBayFinPart]

Happy Valentine's Day! 💝 To celebrate this day of love, I'm sharing my recent feature on the Healthy Love and Money Podcast: "How Financial Therapy Helps Couples Communicate About Money" >> https://t.co/X7HgVWbl9w

Thank you, Ed Coambs, for having me!

[SBFinPartners @SouthBayFinPart]

Merry Christmas and happy holidays from South Bay Financial Partners!

[SBFinPartners @SouthBayFinPart]

Happy Holidays! 🎄 We know this can be a stressful time of year for many individuals, so we wanted to give you some tools to get through it feeling good. ❤️ Tara walks through how to identify holiday stressors and work through them. Learn more here >> https://t.co/xTvSdSB1Gd

[SBFinPartners @SouthBayFinPart]

A little cutting back goes a long way! What are some ways you like to cut back during the holiday season?

[SBFinPartners @SouthBayFinPart]

We are in the giving spirit and are so excited to be offering our very first Giving Season Special! We're offering 25% off our 1:1 calls and Discovery Sessions – now through December 1st. Schedule a 1:1 or sign up for an intro call to learn more >> https://t.co/wynVvIzJAF

[SBFinPartners @SouthBayFinPart]

Happy Halloween! 🎃 Being scared on Halloween is fun, being scared of your finances is not so fun. If witches, ghosts, and goblins don't scare you, but your finances do, schedule a Complimentary Call with us and let's chat! >> https://t.co/FuLVlePaMH

[SBFinPartners @SouthBayFinPart]

We want to hear from you! Complete this quick survey & let us know what's on your mind / what info about finances would be most helpful for you > https://t.co/4ntpS94Rrv

As a thank you, we'll email you strategic resources based on your responses! Thank you!

[SBFinPartners @SouthBayFinPart]

I am so excited and honored to be speaking at DePaul's Donuts and Discussions: College and Cash: A Love Story to gain valuable insights and practical tips to manage your money, budget effectively, and build a secure financial foundation for life!

[SBFinPartners @SouthBayFinPart]

🗓️ Reminder for biz owners: quarterly estimated taxes are due today! Not sure if you should be paying quarterly estimated taxes? Schedule an intro call with us to learn more! Taxes shouldn't hold you back from being the best entrepreneur you can be >> https://t.co/2SBLtvl9aJ

[SBFinPartners @SouthBayFinPart]

🌟 Women wield so much economic influence. As a women-owned company, we champion women on their journey to financial empowerment & spending money on things that bring them joy. Read the full article >> https://t.co/z00TvDJloh https://t.co/G7qNTcMbvL

[SBFinPartners @SouthBayFinPart]

@ArleneDMoss @csorthopaedics I broke my wrist this weekend and called my hand doctor. (Don't ask why I have a hand doctor.) They said they're unavailable until Wed. I passed and called another ortho. Not available until August. Called my doctor back and made an appt for Friday (now the first available) 😞

[SBFinPartners @SouthBayFinPart]

Great summary of long term care options and why you would or would not want it. This can be so confusing and emotional. Thanks @Daniellemiula for sharing this!

[SBFinPartners @SouthBayFinPart]

@Daniellemiula Go have fun! relax! enjoy life! We'll miss you but will love the energized you that comes back. 😀

[SBFinPartners @SouthBayFinPart]

@lindseyyoung_qw Five meetings IS brutal and I'm totally with you on the "good tired" when that is time spent with people whose lives are changed and they appreciate it.

Thanks for sharing!

[SBFinPartners @SouthBayFinPart]

@MegBartelt I love traveling with Amtrak. I wish our country was more train friendly!

[SBFinPartners @SouthBayFinPart]

@MegBartelt Yeah, Vanguard used to be great. As a matter of fact, in the day, they were awesome for advisors too! I loved them! They dropped advisor support decades ago and their individual service is deteriorating fast. Sad.

[SBFinPartners @SouthBayFinPart]

I was wondering this week how many financial planners bring their own fears into client meetings?

#DoingMyOwnWork

[SBFinPartners @SouthBayFinPart]

@Daniellemiula I'm so sorry! Do you have a scanner. 💕