Smart money moves for your best years yet!

This podcast makes complex financial topics easy to understand and offers practical advice for navigating life’s next chapter. Maureen shares strategies to help you manage, grow, and protect your wealth for a secure financial future.

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Meet your Host

Maureen Richardson is a recently retired Certified Financial Planner. Maureen grew her financial planning practice through creativity, resourcefulness and being able to problem solve based on years of experience to create practical solutions to improve her clients’ lives.

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Recent Episodes

Blog

July 07, 2025

Episode 6- Where Do I Go From Here? Loss of a Spouse

Maureen’s guest, Ron Quinn, is a recent widower. Ron is sharing his experience indealing with what he calls “the lunacy of grieving.” This is an important episode if you, ora...
Blog

June 26, 2025

Episode 5-Finding High Quality Home Care Services for Seniors

What if something happens to you? Who is going to help you? This podcast contains tips and resources from an expert in senior services, Francesca Vogel, of Hillendale Home Care...

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Blog

June 18, 2025

Episode 4 Creating a Financial Map to Find Your Treasure

A comprehensive written financial plan can put you on the road to financial security. It can help you make smart financial choices with your money regarding taxes, investments, estate planning,...

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