Category: Events
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Book Brunch: Money Out Loud Chapter 3
We read Chapter 3: Hella Options, AKA Bank Accounts Stay on track Read Chapter 4: Hella Freedom, AKA Saving Money We have provided the recording for those that may not have been able to join, or for those that wish to replay some of the conversation. Please note that these recordings may be edited for…
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Wednesday Workshop: YNAB Workshop
Our February 28th Wednesday Workshop with YNAB was so well-received, we are making it available for everyone! Transcription To enjoy this content, simply sign up for a Penny Forward membership. If you’re already a member, just log in using the form below. We’re excited to have you on board!
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Wednesday Workshop: Technology and Techniques to Keep Us Organized
Guest members and site visitors will need to upgrade or create an account to get access to this recording. In this workshop, we explored various strategies and tools for securely storing and organizing financial documents, including popular cloud services like Dropbox, Google Drive, and OneDrive. Additionally, we discussed software, apps, accessories, and products that can…
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Book Brunch: Money Out Loud Interlude
We read Interlude – It’s a Tax Party, Yay Taxes We have provided the recording for those that may not have been able to join, or for those that wish to replay some of the conversation. Please note that these recordings may be edited for privacy or may contain pauses where information may seem to…
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Book Brunch: Money Out Loud Chapter 2
Please note you must be a member of the Penny Forward website/app to have access to this recording. We read Chapter 2: Hella Control, AKA Budgeting Next session is Interlude- It’s a Tax Party, Yay Taxes We have provided the recording for those that may not have been able to join, or for those that…
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Wednesday Workshop: What to Keep and What to Toss Financial Documents
This week we discussed items you should be able to toss, and what items you need to keep around. Remember this information is typical situations, and if you have questions about items you have specifically please reach out to us privately or to your tax or other accounting professional. Recording Guest members and site visitors…
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Book Brunch: Money Out Loud Mic Check and Chapter 1
Please note you must be a member of the Penny Forward website/app to have access to this recording. Session 1 We started the book this week, reading Mic Check and Chapter 1- Hella Feelings, AKA Your Money Story Next session is Chapter 2- Hella Control, AKA Budgeting We have provided the recording for those that…
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Podcast: Taxes With A Blind CPA with guest Cody Bair
In this episode of the Penny Forward podcast, hosts Chris Peterson and MOe Carpenter are joined by Cody Bair, a blind CPA from Colorado who specializes in research and development tax credits. With co-host Liz Bottner attending the American Council of the Blind D.C. Leadership Conference, the conversation is focused on understanding taxes from a…