Monthly Archives: February 2016

Virtual Financial Planning For Gen X and Y

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Virtual Financial Planning For Gen X and Y

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Original Air Date: 2/23/2016
Virtual Financial Planning For Gen X and Y
The Margie Shard Show, Episode 58

Episode 58: Yussef Gheriani joins Margie Shard, CFP® for a quick update on the markets, OPEC and Britain’s possible European Union exit. They also discuss how people are embracing Virtual Financial Planning and breaking the barriers of location, drive time, babysitters, etc. Stop making excuses you don’t have enough money or time to get your financial health in order! Click here to listen!

Market Update And 5 Ideas For Your Tax Refund

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Market Update And 5 Ideas For Your Tax Refund

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Original Air Date: 2/18/2016
Market Update And 5 Ideas For Your Tax Refund
The Margie Shard Show, Episode 57

Episode 57: Join Margie Shard and Jen Verscheure from Shard Financial for a quick market update and 5 ideas for your tax refund to help get you financially fit in 2016!

Tax Time!

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Tax Time!

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Original Air Date: 2/7/2016
Tax Time!
The Margie Shard Show, Episode 56

Episode 56: It’s tax time! There’s no avoiding it, you’ve got to get them done! Whether you’re a simple statement, you run your own business, have complex investments, or anything else, it’s the time of year to pull out the books and reach out to both your financial planner and your CPA. Work with them to make sure you’re on track and not paying more in taxes than you have to!