Articles, podcasts & guides
Articles, podcasts, guides, and checklists for organizing information, preparing for decisions, and making financial conversations more useful. Filter by the life event or service you’re thinking about.
Showing: All resources (12 of 22 resources)
Building A Values-Driven Team For Long-Term Success
Amy Powell, writing for Forbes Business Council, on building a team around shared values.
Read on Forbes
Why Inflation Should Be Part Of Every Financial Plan
Amy Powell, writing for Forbes Business Council, on why inflation belongs in every financial plan.
Read on Forbes
Why I Chose Independence Over Joining Something Bigger
Amy Powell, writing for Forbes Business Council, on why she built AimWell as an independent firm.
Read on Forbes
Is It Ever Too Late to Start Planning for Retirement?
Amy joins Sean Scott on the Aging Smart podcast to talk about planning for retirement at any stage.
Watch on YouTube
The Money Conversations Most People Avoid
Amy's conversation on the Built Different podcast about childhood money stories, financial avoidance, and the experiences that shape how people approach wealth.
Watch on YouTube
Commitment Checklist
We often use the beginning of the year to set goals for our health, career, and relationships. Use this checklist to set a few for your finances as well.
Download checklist
Advisor Matchmaking Guide
In a lot of ways, finding the right financial advisor is a lot like dating. Here are some helpful questions to consider.
Download guide
Fantasy Financial Team Checklist
The best teams don’t replace you, they support you. Use this checklist to draft yours.
Download checklist
Money Relationship Quiz
Ever wondered what your relationship with money is like? This short quiz looks at the habits and assumptions behind your financial decisions.
Download the quiz
Tax Planning Checklist
A simple checklist to help you reduce surprises, make more intentional decisions, and feel more in control before next April.
Download checklist
Roth IRA Conversions Cheat Sheet
Will your Roth IRA conversion be penalty-free? Use this cheat sheet as a guide.
Download guide
Marriage Considerations Checklist
Getting married? Here are some financial topics to consider.
Download checklist
Divorce Considerations Checklist
Getting divorced? Here are some financial topics to consider.
Download checklist
Planning a Business Sale
What issues should you consider when planning for the sale, disposition, or succession of your business?
Download checklist
Common Estate Plan Elements
An overview of the documents commonly found in an estate plan and the role each one plays.
Download guide
After the Loss of a Spouse
What issues should you consider if your spouse has passed away?
Download checklist
After a Job Loss
What issues should you consider if you lose your job?
Download checklist
Before You Retire
What issues should you consider before you retire?
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After a Promotion or Raise
What issues should you consider if you get a promotion or raise at work?
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Starting a New Job
What issues should you consider when starting a new job?
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After a Sudden Wealth Event
What issues should you consider if you experience a sudden wealth event?
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Reviewing Your Investments
What issues should you consider when reviewing your investments?
Download checklist
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Read about Receiving an Inheritance
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