Below are the downloadable materials and guest information mentioned in the show from each week’s episode, organized by category. Click Below to access them.
Bonita Bell-Andersen Contact Information
Bonita Bell-Andersen Financial Education Links
Cybersecurity Safeguards
Financial Information and Topics
- Budget Worksheet
- Choosing a Financial Advisor
- What’s My Financial Personality?
- Money Savings Tips Checklist
- Women and Wealth: A Pivot Toward Retirement
- Tax Prep Checklist
Social Security Information
Travel Topics
- Hill, Christopher – Hands Up, Hearts Open: The Evolution of Impactful Travel
- Elmoustaquim, Azdean – Morocco on Purpose: How Intentional Travel Builds Better Money Habits and a Richer Life
- Lakhwani, Kunal: The Credit Card Question Nobody Asks: Are You Routing Your Spending to Travel for Free?
- Miller, Jimmy: When Your Retirement Goes Global: The Tax Traps and Planning Moves Every Retiree Needs to Know
- Miller, Jimmy – When Your Retirement Goes Global, Part II: Residency Rules, Visa Choices, and the Plan That Keeps You Flexible
Guest Financial Education Links
- Adams, Paul – Why Most People Don’t Save for Retirement-and What to Do About It
- Berger, Tina: Redefining Return: What Investing Like a Mother Can Teach You About Wealth
- Bradshaw, Tony: 1% Better Every Day: The Emergency Rule, the Millionaire Plan, and Why It’s Never Too Late
- Collins, John — Own the Roof, Not Just the Room: The Hidden Programs Helping Renters Become Homeowners
- Croonquist, Carmen – Unlock Wealth by Cracking Your Money Code
- Cladis, Tom: Can I OR Can’t I? The Stories That Prove Every Limit Is Self-Imposed
- Cluff, Paris – Fiscally Fit: Where Money Meets Wellness
- Deloughery, Paul – From Windfall to WipeOut: Sudden Wealth & Sudden Loss-The True Cost of Inheriting Money
- Dwyer, Michael – Harvest Your Dreams: Redefining Success in the “Senior Encore” Stage of Life
- Fleming, Skyler – Big Rocks and Small Dollars: Teaching Others What Really Matters with Money
- Gavre, Chris: Could Land Home Packages Be the Downsizing Move You Haven’t Considered?
- Glover, Claudia: A New Generation of Women Advisors: Trust, Strategy, and the Future of Planning
- Grizely, Linda – The Invisible Cost of Putting Yourself Last (Financially and Emotionally)
- Gunderson, Garrett – getting in touch with him
- Hankins, John – When the Paycheck Stops: Redefining Retirement with Purpose, Peace, and Financial Therapy
- Hoffman, Marc: From Wall Street to Your Street: What One Voice Can Change
- Johnsen, Chris – Differences between wills and trusts
- Kilpatrick, Tommy – Credit Card Confusion – The Illusion of Credit Card Debt
- Lavine, Raymond – The Caregiving Plan You Didn’t Know You Needed: Protect Your Family, Your Freedom, and Your Money
- Lodato, Theresa (CPCC) – From Stress to Success, Using Your Intuition to Make Better Financial Decisions
- Lynam, Doug – Tame Your Money Monster: How Your “Sacred Wounds” Secretly Run Your Financial Life (and How to Take Back Control)
- Merrell, Bart: When What Happens, Happens: Preparing for Life’s Financial Curveballs
- Nassief, David: From Setback to Seven Figures: Rebuilding After a Late-Career Knockout
- Nebel, Lena – I’m Single, Now What? Rebuilding Your Financial Life After Loss or Divorce
- Ogden, Marques – How to Thrive in the Eye of the Storm info
- Pelligrino, Joe – From Chaos to Confidence: Navigating Real Estate after a Divorce or Loss of Spouse
- Sakai, Lisa: Is Your 401(k) Enough? Turning Confusion Into a Plan You’ll Actually Use
- Smith, Reshell – “10 Critical Steps You Need to Take Pre-Divorce”
- Walker, Tim – Hacked & Packed, Travel the World for Less
- Wheeler, Bob – An Attitude of Gratitude…Grateful & Grounded: The Power of Gratitude in Your Financial Journey
- Williams, Cecil – From Scratch to Strategy: The Small Money Moves That Change Everything
- Zimmerman, Scott – Long Term Care Insurance – Is It a Waste?
- Zuckerman, Scott – Trusting AI With Your Retirement? Inside the Financial Fitness Passport
Guest Health & Wellness Links
- Bronstein, Stanley: Health Is Wealth: How Losing 220+ Pounds Changed One Man’s Life— and What It Teaches Us About Personal Excellence
- Buchanan, Jaymi – benefits of massage, St George, UT
- Dorfman, Michael: What If Your Best Years Are Still Ahead? Rethinking Health, Aging, and Longevity After 60+
- Gidley, Helene -The Art of Agile Living: How to Get More Done with Less Stress
- Gipson, Ty: Three Transplants and a No Options Mindset: What Real Resilience Looks Like
- Guest, Carol Ann – Level Up Wellness, St George, UT -list of services
- Jamail, Jana: The Hidden Health Gremlins: How Chronic Stress Quietly Wrecks Metabolism, Mood, and Retirement Plans
- Jamail, Jana: Beyond the Multivitamin: The Right Magnesium for You — and How Your HSA Can Pay For It
- Keramidas, Agi: Master Your Growth: The Habits, Mindset, and Daily Choices That Change Everything
- Lipnack, Allyson – “Smart Cart, Healthy Heart – Living Healthier Lives while Making Better Choices at the Grocery Store!”
- Price, Michael – mental fitness, career development, leadership development
- Maderer, Scott: Out of Your Own Way-Finding & Fulfilling Your True Calling
- Mantey, Richard Trillion – From Struggle to Strength: The 4-Step Weight Loss Breakthrough
- Rothschild, Rabbi: What If the Biggest Breakthroughs in Longevity Are Already Here? A Conversation on the Future of Aging
- Summer, Dr. William:
- Taylor, Eldred MD – Weight Gain, Brain Fog & Bad Advice: 5 Hormone Mistakes Women Over 40 Make
- Woolman, Vicki – Vegan list of recommended books, cookbooks, websites