The Plan Wisely Resource Library
The Plan Wisely Resource Library is full of articles, videos, podcasts, and guides designed to help you navigate complex financial issues and make wise decisions. Explore topics like retirement planning, investing, taxes, insurance, debt, and long-term planning—so you can focus on what matters most and move forward with confidence.
Article
The Season After Loss
By Stephanie Osborn
There’s a phrase we tend to hear more often than anyone would like: “He handled that.” Sometimes it’s said casually.Sometimes it’s said with pride.Sometimes it’s said through tears. And recently, I didn’t just hear it…
Topics Women & Wealth
Article
Women, Wealth, and the Seasons of Life
By Stephanie Osborn
Let’s just say it: Women don’t experience wealth the same way men do. Not because we’re less capable.Not because we’re less ambitious.But because life tends to ask different things of us. Over the years, sitting…
Topics Women & Wealth
E-Guides
The Unspoken Conversations: Navigating Life After the Loss of a Spouse
By Erica Edenfield
When you lose your spouse, everything changes. The world keeps moving, but your world has stopped. In the quiet moments—or in the chaos—you’re left trying to make sense of both the emotional weight and the…
Topics Couples & Money, Women & Wealth
E-Guides
Financial Considerations When Getting Married
By Erica Edenfield
Getting married is a major life event that comes with many changes, both personal and financial. It’s important to have open and honest conversations with your partner about your finances before you tie the knot….
Topics Couples & Money, Debt Management, Women & Wealth
E-Guides
Navigating Finances During and After Divorce: Essential Tips and Resources
By Erica Edenfield
Divorce is a complex reality that can have a profound impact on all aspects of our lives, including our finances. According to the Centers for Disease Control and Prevention, the divorce rate in the United…
Topics Couples & Money, Women & Wealth
Podcast
7 Financial Issues You Should Discuss Before Getting Married With Jessica Burke
By Erik Garcia
Marriage is such a beautiful thing! Sealing the deal with your beloved can be magical! Y’all don’t want ANYTHING to get in the way of your burgeoning marriage – so it’s a good idea to…
Podcast
Financial Decisions You’ll Have To Make for Your Wedding with Jessica Burke
By Erik Garcia
What comes to mind when you think about weddings? The happy couple? Wedding cake? A bumping reception? Wedding cake? Maybe the kiss? Or, perhaps, the wedding cake? What about the finances? In this episode of…
Podcast
I Can’t Afford My Wife – A Tribute To Moms – Plan Wisely Bonus Episode
By Erik Garcia
Episode Summary According to Salary.com a stay-at-home mother’s annual salary in 2019 is valued at $178,201! Listen in as Matt and Erik pay tribute and celebrate moms everywhere. Episode Notes Salary.com tracks real-time market prices…
Topics Building Us Podcast, Women & Wealth
Article
I Can’t Afford My Wife – A Tribute To Moms
By Erik Garcia
According to Salary.com a stay-at-home mother’s annual salary in 2019 was valued at $178,201! Salary.com tracks real-time market prices of all the jobs moms perform. Stay-at-home or not, moms are way undervalued and often underappreciated….
Topics Couples & Money, Women & Wealth
Article
I can’t afford my wife
By Erik Garcia
Do you know what your mom/wife is worth? With Mother’s Day around the corner, you should give it some thought. Whether she works outside of the house or if she’s a stay-at-home mom or if…
Topics Couples & Money, Women & Wealth
Article
I owe my wife over $175,000 in annual salary…how much do you owe yours?
By Erik Garcia
My wife does a lot. Even though she stays home and doesn’t “work”, she probably works harder than me. Several years back I came across a tool that calculates just how hard she does work….
Topics Couples & Money, Women & Wealth
