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Showing episodes and shows of
Angie Furubotten-LaRosee Certified Financial Planner™ Pro: College
Shows
Retirement Planning Education, with Andy Panko
#103 – Retirement planner chat, with Angie Furubotten-LaRosee from Avea Financial Planning
Andy chats with fellow retirement planner Angie Furubotten-LaRosee CFP®, from Avea Financial Planning. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!Links in this episode:Angie's company's website - Avea Wealth ManagementAngie's "Questions to ask...when choosing a financial planner"Michael Kitces content - here International Living Magazine - hereWo...
2024-06-13
1h 33
Growing Your Financial Business...The Woman's Way
Design Your Financial Business To Support Your Life with Angie Furubotten-LaRosee
Angie Furubotten-LaRosee, CFP® Pro, is the founder of Avea Financial Planning, LLC, and a classic “mom next door.” She has been in the industry since 2006, while also raising her two boys (now college age!). She runs a successful business that suits her lifestyle — travel included — while also providing the most value possible for her clients. Angie truly shows how a little bit of innovation and dedication can help you create your dream job in the financial industry.In our conversation, we discuss: Living your ideal life Being clear about what you want from your busi...
2021-06-23
25 min
Reframe, Rewrite, Redesign Empowerment Podcast
Reframe, Rewrite, and Redesign your Relationship with Money - Interview with Angie Furubotten LaRosee- Financial Planner
In this podcast episode, Dr. Catherine interviews Angie Furubotten LaRosee, founder of Avea Financial Planning. LaRosee shares her journey and passion for empowering women through their finances in order to reframe their past relationships with money, rewrite their current money positions, and redesign their financial futures. Dr. Catherine's links: Profitable Alignment web site: https://profitablealignment.com Reframe, Rewrite, Redesign Empowerment Group (Facebook): https://www.facebook.com/groups/DrCatherine/ Dr. Catherine on LinkedIn: https://LinkedIn.com/in/CatherineWiberg Podcast: https://anchor.fm/dr-catherine-wiberg Schedule a time...
2020-08-12
41 min
Financial Side of Life
Life & Money Lessons From Dad
Life & Money Lessons From Dad, Special Father’s Day Edition Life and money lessons from Dad. A girl’s dad is a pretty special person. I ... The post Life & Money Lessons From Dad appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2020-06-27
37 min
Financial Side of Life
Ep. 34 – Life & Money Lessons From Dad
Ep. 34 – Life & Money Lessons From Dad, Special Father’s Day Edition Life and money lessons from Dad. A girl’s dad is a pretty special person. I got the chance to sit with my dad, JimFurubotten, just before Father’s Day 2020 to talk about his memories and things he learned during his 8 decades on this planet. Watch this ... The post Ep. 34 – Life & Money Lessons From Dad appeared first on Avea Financial Planning | Fiduciary Advice.
2020-06-27
00 min
Behind The Advisor
Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee
We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning, a fee-only firm in Richland, WA, on the show today. Angie shares her unique experience in the world of entrepreneurship, having launched her firm once in 2011 and then again in 2018 and she expresses the challenges she and others have faced when starting a business, particularly in those first few years. Join us as we talk extensively about niches: from 2018 when Angie’s niche was college planning to today, where she now serves women in the STEM industries. Listen as she discusses how she le...
2020-06-03
1h 00
Behind The Advisor
Ep #258: Pivoting Niches While Remaining Mission-Driven: The Career of Angie Furubotten-LaRosee
We are thrilled to have XYPN member, Angie Furubotten-LaRosee, owner of Avea Financial Planning, a fee-only firm in Richland, WA, on the show today. Angie shares her unique experience in the world of entrepreneurship, having launched her firm once in 2011 and then again in 2018 and she expresses the challenges she and others have faced when starting a business, particularly in those first few years. Join us as we talk extensively about niches: from 2018 when Angie’s niche was college planning to today, where she now serves women in the STEM industries. Listen as she discusses how she le...
2020-06-03
1h 00
Financial Side of Life
Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg
Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg Long-term care and estate planning are two financial life planning areas that everyone can benefit from. Subscribe to my newsletter. But it is even more so a woman’s issue. Why? Two reasons. Women are oftentimes the caregiver for their spouses. And because women frequently outlive their spouses, there is ... The post Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg appeared first on Avea Financial Planning | Fiduciary Advice.
2020-05-17
00 min
Financial Side of Life
Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg
Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg Long-term care and estate planning are two financial life planning areas that everyone can ... The post Ep. 33 – Plan for Long-Term Care, Protect Your Nest Egg appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2020-05-17
27 min
Financial Side of Life
Ep. 32 – Washington 529 College Savings Plan – Post Covid-19
Ep. 32 – Washington 529 College Savings Plan – Post Coronavirus – What’s New, What’s The Same Washington 529 College Savings Plans update…Springtime seems to ... The post Ep. 32 – Washington 529 College Savings Plan – Post Covid-19 appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2020-04-30
48 min
Financial Side of Life
Ep. 32 – Washington 529 College Savings Plan – Post Covid-19
Ep. 32 – Washington 529 College Savings Plan – Post Coronavirus – What’s New, What’s The Same Washington 529 College Savings Plans update…Springtime seems to mean getting back together with Luke Minor and Jackie Ferrado from the Washington 529 College Savings Plans. I’ve checked in on the Washington 529 College Savings Plans for the last two years as my own ... The post Ep. 32 – Washington 529 College Savings Plan – Post Covid-19 appeared first on Avea Financial Planning | Fiduciary Advice.
2020-04-30
00 min
Financial Side of Life
Ep. 31 – What’s Happening with Mortgages & Refinancing Right Now with Brian Cook, Peak Mortgage
Ep. 31 – What’s Happening with Mortgages and Refinancing Right Now with Brian Cook, Peak Mortgage Mortgages and refinancing, what’s happening right now with them in the midst of the coronavirus pandemic, market crisis and pending recession? “Stay Home, Stay Healthy” has been the order for about 4 weeks. But that isn’t stopping people from taking advantage of some of ... The post Ep. 31 – What’s Happening with Mortgages & Refinancing Right Now with Brian Cook, Peak Mortgage appeared first on Avea Financial Planning | Fiduciary Advice.
2020-04-09
00 min
Financial Side of Life
Ep. 31 – What’s Happening with Mortgages & Refinancing Right Now with Brian Cook, Peak Mortgage
Ep. 31 – What’s Happening with Mortgages and Refinancing Right Now with Brian Cook, Peak Mortgage Mortgages and refinancing, what’s happening right now with them ... The post Ep. 31 – What’s Happening with Mortgages & Refinancing Right Now with Brian Cook, Peak Mortgage appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2020-04-09
42 min
Financial Side of Life
Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint
Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint NexuxPoint founder, Sokhom Sek and I met most recently at a Fuse Co-Working networking event, got along splendidly and I was intrigued by her varied and interesting background. First thought? Podcast guest! Sokhom’s story starts with her family in late 1970’s Cambodia. The period ... The post Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint appeared first on Avea Financial Planning | Fiduciary Advice.
2020-03-19
00 min
Financial Side of Life
Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint
Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint NexuxPoint founder, Sokhom Sek and I met most recently ... The post Ep. 30 – A Nexus Between Past Challenges and Future Opportunities with Sokhom Sek, NexusPoint appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2020-03-19
30 min
Financial Side of Life
Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher
Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher My start in life, I was really quite lucky. Even as a young woman, I was surrounded by pretty amazing individuals. I might not have recognized it back then but so many of my women friends have grown up to do great things and really make ... The post Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher appeared first on Avea Financial Planning | Fiduciary Advice.
2019-11-14
00 min
Financial Side of Life
Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher
Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher My start in life, I was really quite lucky. Even as ... The post Ep. 29 – Taking Calculated Risks and Betting On Myself with Dr. Robyn Fisher appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2019-11-14
49 min
Financial Side of Life
EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro
EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro In this episode with fellow XY Planning Network ... The post EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2019-08-01
38 min
Financial Side of Life
EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro
EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro In this episode with fellow XY Planning Network advisor, Lucas Casarez of Level Up Financial Planning we talk about how he serves younger clients who work in the tech industry in Colorado. In this episode you’ll learn more about: What are some specific ... The post EP 28 – Planner to Rocky Mountain Gen X & Y Techies With Lucas Casarez, CFP® Pro appeared first on Avea Financial Planning | Fiduciary Advice.
2019-08-01
00 min
Financial Side of Life
Ep. 27 – From PHS Band Teacher to Real Estate Investing Tycoon with Randy Hubbs
Ep. 27 – From PHS Band Teacher to Real Estate Tycoon with Randy Hubbs From fix and flip to single-family rentals to syndication, my guest ... The post Ep. 27 – From PHS Band Teacher to Real Estate Investing Tycoon with Randy Hubbs appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2019-07-11
45 min
Financial Side of Life
Ep. 27 – From PHS Band Teacher to Real Estate Investing Tycoon with Randy Hubbs
Ep. 27 – From PHS Band Teacher to Real Estate Tycoon with Randy Hubbs From fix and flip to single-family rentals to syndication, my guest on today’s podcast, Randy Hubbs, along with his wife Jana, has done it all over a nearly 40-year journey as a real estate investor. But to me and my peers, Randy is best known for ... The post Ep. 27 – From PHS Band Teacher to Real Estate Investing Tycoon with Randy Hubbs appeared first on Avea Financial Planning | Fiduciary Advice.
2019-07-11
00 min
Financial Side of Life
Ep. 25 – From Podcasting to Physics With Brenden Davis
Ep. 25 – From Podcasting to Physics With Delta High School Intern Brenden Davis Today is one week from the most special day for many high school students: Graduation! One such high school student happens to be my intern, Brenden Davis. Brenden and I have been working together for almost one year now. Just like last year, I wanted to ... The post Ep. 25 – From Podcasting to Physics With Brenden Davis appeared first on Avea Financial Planning | Fiduciary Advice.
2019-05-30
00 min
Financial Side of Life
Ep. 25 – From Podcasting to Physics With Brenden Davis
Ep. 25 – From Podcasting to Physics With Delta High School Intern Brenden Davis Today is one week from the most special day for many ... The post Ep. 25 – From Podcasting to Physics With Brenden Davis appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2019-05-30
38 min
Financial Side of Life
Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza
Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza (My apologies about the quality of the audio. I goofed something up, ... The post Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2019-05-09
49 min
Financial Side of Life
Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza
Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza (My apologies about the quality of the audio. I goofed something up, totally my fault. But the interview is so, so worth listening to, so hang in there.) Flipping, wholesaling, syndication, landlording, assigning, lease/options, rehabbing, BRRRR, abandoned properties, probates, auctions, REOs, land, mobile parks, self-storage, single family, ... The post Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza appeared first on Avea Financial Planning | Fiduciary Advice.
2019-05-09
00 min
Financial Side of Life
Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make
Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make 529 plans in Washington State had a year full of growth and change. Today we talk to Luke Minor, new Program Director of the Washington College Savings Plans (which is both the original Guaranteed Education Tuition program, GET for short and DreamAhead College Investment Plan. We are also joined by ... The post Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make appeared first on Avea Financial Planning | Fiduciary Advice.
2019-04-18
00 min
Financial Side of Life
Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make
Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make 529 plans in Washington State had a year full of growth and change. Today ... The post Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2019-04-18
42 min
Financial Side of Life
Ep. 22 – Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com
Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com Hey parents. If you’ve ever needed a healthy dose of reality when considering borrowing large ... The post Ep. 22 – Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2019-03-28
24 min
Financial Side of Life
Ep. 22 – Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com
Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com Hey parents. If you’ve ever needed a healthy dose of reality when considering borrowing large amounts of money for college, you’ve got to listen to today’s episode with Travis Hornsby. He’s seen over 2000 different borrower outcomes of clients who have come to him and his fellow CFP® and CFA® ... The post Ep. 22 – Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com appeared first on Avea Financial Planning | Fiduciary Advice.
2019-03-28
00 min
Financial Side of Life
Ep. 21 – The Millionaire Next Door in You With Dr. Sarah Stanley Fallaw of DataPoints
The Millionaire Next Door in You With Dr. Sarah Stanley Fallaw of DataPoints Are you the kind of person who never wins things like contests or drawings? Well, I’m not. Amazingly, I win a lot of times. Nothing super big, like a car or vacation. But when I attended the XY Planning Network annual conference in 2017, I visited the ... The post Ep. 21 – The Millionaire Next Door in You With Dr. Sarah Stanley Fallaw of DataPoints appeared first on Avea Financial Planning | Fiduciary Advice.
2019-03-07
00 min
Financial Side of Life
Ep. 21 – The Millionaire Next Door in You With Dr. Sarah Stanley Fallaw of DataPoints
The Millionaire Next Door in You With Dr. Sarah Stanley Fallaw of DataPoints Are you the kind of person who never wins things like contests ... The post Ep. 21 – The Millionaire Next Door in You With Dr. Sarah Stanley Fallaw of DataPoints appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2019-03-07
33 min
Financial Side of Life
Ep. 20 – From the Flip of a Coin With Red Mountain Vintner, Shae Frichette, Frichette Winery
Ep. 20 – From the Flip of a Coin With Red Mountain Vintner, Shae Frichette, Frichette Winery Red Mountain AVA is alive with entrepreneurial and ... The post Ep. 20 – From the Flip of a Coin With Red Mountain Vintner, Shae Frichette, Frichette Winery appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2019-02-14
35 min
Financial Side of Life
Ep. 19 – Ever Forward, Never Backward With Brigadier General Joy Curriera Part 2
Ep. 19 – Ever Forward, Never Backward with Brigadier General Joy Curriera, Part 2 Welcome back to the second part of our conversation with ... The post Ep. 19 – Ever Forward, Never Backward With Brigadier General Joy Curriera Part 2 appeared first on Avea Financial Planning, LLC | Tri-Cities WA | Financial Advisor.
2019-01-24
50 min