Pearl Planning
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Episode 255: Downsize Your Stuff to Upgrade Your Finances with Sharon McRill
In this enlightening episode, we sit down with Sharon McRill, founder of Betty Brigade, to explore the transformative power of professional organizing, outsourcing, and future-proofing your life. Sharon shares her journey from corporate burnout to building a business that helps clients manage home organization, relocation, and vendor coordination with ease.
We delve into the challenges faced by the "sandwich generation," juggling belongings and responsibilities for their children, spouses, and aging parents. Sharon shares a powerful story of how her team helped an overworked attorney reclaim his home and peace of mind, showing just how life-changing professional organizing can be.
Discover the art of maximizing your personal time by outsourcing tasks, rethinking the 'do-it-yourself' mindset, and focusing on what matters most. Learn how to cherish and use your treasured possessions rather than letting them gather dust and how clearing your physical space can enhance your mental well-being.
Sharon highlights her book, Downsizing the Silver Tsunami, a must-read guide for managing trusts, estates, and the emotional process of decluttering.
Listen and Learn:
• Reclaiming Your Space: How professional organizing can transform your home and well-being.
• The Sandwich Generation Struggle: Strategies to balance belongings and responsibilities across generations.
• Outsourcing for Success: Why letting go of the 'do-it-yourself' mindset can free your time and reduce stress.
• Cherishing Your Possessions: Using what you love and finding joy in your space.
• Future-Proof Your Life: The benefits of home inventories, wills, and trusts for peace of mind.
• Motivation and Momentum: How to tackle overwhelming projects and clear spaces faster.
• Expert Advice: Practical tips from Sharon's book, Downsizing the Silver Tsunami, on managing estates and trusts.
Resources Mentioned
• Downsizing the Silver Tsunami by Sharon McRill (www.amazon.com/Downsizing-Silver-Tsunami-Where-Stuff/dp/1949950433)
• Betty Brigade Services (www.bettybrigade.com)
• IG @bettybrigade ( bettybrigade)
• (protection.greathorn.com/services/v2/lookupUrl/90a05da0-bbab-483e-b7e8-5f06b9154ff4/1301/c156b318093ec0401c6a495e5a59c73b2e7f1607?domain=www.bettybrigade.com&path=/request-a-consult)
The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:... (pearlplan.com/)
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Episode 255: Downsize Your Stuff to Upgrade Your Finances with Sharon McRill
มุมมอง 1314 ชั่วโมงที่ผ่านมา
In this enlightening episode, we sit down with Sharon McRill, founder of Betty Brigade, to explore the transformative power of professional organizing, outsourcing, and future-proofing your life. Sharon shares her journey from corporate burnout to building a business that helps clients manage home organization, relocation, and vendor coordination with ease. We delve into the challenges faced by...
Episode 254: Money Matters in Trump's Second Term
มุมมอง 42วันที่ผ่านมา
Can political leadership shape our economic future, or do external factors hold greater sway? In this episode, Melissa Joy, CFP® dives into the complexities of financial planning during uncertain times, particularly as we approach a new Trump presidency in 2024 or 2025. Using historical events like 9/11 and the COVID-19 pandemic as context, she examines how external shocks often overshadow poli...
Episode 254: Money Matters in Trump's Second Term
มุมมอง 65วันที่ผ่านมา
Can political leadership shape our economic future, or do external factors hold greater sway? In this episode, Melissa Joy, CFP® dives into the complexities of financial planning during uncertain times, particularly as we approach a new Trump presidency in 2024 or 2025. Using historical events like 9/11 and the COVID-19 pandemic as context, she examines how external shocks often overshadow poli...
Episode 253: Celebrity Estate Planning Lessons with Jennifer Rozelle
มุมมอง 3414 วันที่ผ่านมา
Ever thought estate planning was only for the wealthy or elderly? Think again. In this episode of the Women's Money Wisdom Podcast, renowned estate planner Jennifer Rozelle joins us to demystify the often-overlooked world of estate planning. Together, we explore why starting your estate plan early is essential, regardless of your age or financial situation. From navigating guardianship for youn...
Episode 253: Celebrity Estate Planning Lessons with Jennifer Rozelle
มุมมอง 6414 วันที่ผ่านมา
Ever thought estate planning was only for the wealthy or elderly? Think again. In this episode of the Women's Money Wisdom Podcast, renowned estate planner Jennifer Rozelle joins us to demystify the often-overlooked world of estate planning. Together, we explore why starting your estate plan early is essential, regardless of your age or financial situation. From navigating guardianship for youn...
Episode 252: Planning for Financial Success in 2025
มุมมอง 5821 วันที่ผ่านมา
Imagine starting the year with a solid financial foundation. In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA®, will guide you through setting intentional and achievable goals using the SMART method. We'll explore how reflecting on 2024's financial accomplishments, no matter the size, can boost your confidence. Discover how writing down aspirations makes them more at...
Episode 252: Planning for Financial Success in 2025
มุมมอง 3121 วันที่ผ่านมา
Episode 252: Planning for Financial Success in 2025
Episode 251: Seeking Contentment in the Holidays & Life
มุมมอง 17หลายเดือนก่อน
Episode 251: Seeking Contentment in the Holidays & Life
Episode 251: Seeking Contentment in the Holidays & Life
มุมมอง 37หลายเดือนก่อน
Episode 251: Seeking Contentment in the Holidays & Life
Episode 250: How to Retire with Author Christine Benz
มุมมอง 140หลายเดือนก่อน
Episode 250: How to Retire with Author Christine Benz
Episode 250: How to Retire with Author Christine Benz
มุมมอง 56หลายเดือนก่อน
Episode 250: How to Retire with Author Christine Benz
Pearl Planning's 2024 Year in Review: Celebrating Milestones and Growth
มุมมอง 54หลายเดือนก่อน
Pearl Planning's 2024 Year in Review: Celebrating Milestones and Growth
Episode 249: Year-End Financial and Tax Moves
มุมมอง 12หลายเดือนก่อน
Episode 249: Year-End Financial and Tax Moves
Episode 249: Year-End Financial and Tax Moves
มุมมอง 27หลายเดือนก่อน
Episode 249: Year-End Financial and Tax Moves
Episode 248 : The Extraordinary Power of Charitable Giving
มุมมอง 39หลายเดือนก่อน
Episode 248 : The Extraordinary Power of Charitable Giving
Episode 248 : The Extraordinary Power of Charitable Giving
มุมมอง 102หลายเดือนก่อน
Episode 248 : The Extraordinary Power of Charitable Giving
Episode 247: The Soul of Wealth with Author Dr. Daniel Crosby
มุมมอง 442 หลายเดือนก่อน
Episode 247: The Soul of Wealth with Author Dr. Daniel Crosby
Episode 247: The Soul of Wealth with Author Dr. Daniel Crosby
มุมมอง 1062 หลายเดือนก่อน
Episode 247: The Soul of Wealth with Author Dr. Daniel Crosby
Episode 246: Overcoming Imposter Syndrome with Coach LJ Gamble
มุมมอง 162 หลายเดือนก่อน
Episode 246: Overcoming Imposter Syndrome with Coach LJ Gamble
Episode 246: Overcoming Imposter Syndrome with Coach LJ Gamble
มุมมอง 2282 หลายเดือนก่อน
Episode 246: Overcoming Imposter Syndrome with Coach LJ Gamble
Episode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EA
มุมมอง 52 หลายเดือนก่อน
Episode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EA
Episode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EA
มุมมอง 142 หลายเดือนก่อน
Episode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EA
Episode 244: How to React to Any Election Outcomes as an Investor
มุมมอง 192 หลายเดือนก่อน
Episode 244: How to React to Any Election Outcomes as an Investor
Episode 244: How to React to Any Election Outcomes as an Investor
มุมมอง 312 หลายเดือนก่อน
Episode 244: How to React to Any Election Outcomes as an Investor
Episode 243: Personal Care and Your Money with Hair Stylist Jessica Hawkins
มุมมอง 192 หลายเดือนก่อน
Episode 243: Personal Care and Your Money with Hair Stylist Jessica Hawkins
Episode 243: Personal Care and Your Money with Hair Stylist Jessica Hawkins
มุมมอง 192 หลายเดือนก่อน
Episode 243: Personal Care and Your Money with Hair Stylist Jessica Hawkins
Investor Lessons from 2024 Detroit Tigers Playoff Run
มุมมอง 63 หลายเดือนก่อน
Investor Lessons from 2024 Detroit Tigers Playoff Run
Taking Advantage of FSAs
มุมมอง 2273 หลายเดือนก่อน
Taking Advantage of FSAs
Smart Investing Before the Election: What You Need to Know
มุมมอง 413 หลายเดือนก่อน
Smart Investing Before the Election: What You Need to Know