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Betty Wang | Nov 18, 2025

Menopause Unplugged: Breaking the Silence on Women’s Health with Dr. Sonia Novotny

Podcast
EPISODE OVERVIEW: Join Betty as she sits down with Dr. Sonia Novotny, a board-certified OB-GYN and
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Betty Wang | Nov 4, 2025

Understanding Long-Term Care: Costs, Insurance Options, and Planning for Dignity in Aging with Theresa Klewsaat

Podcast

 

EPISODE OVERVIEW:

Join Betty as she sits down with long-term care (LTC) insurance specialist Theresa Klewsaat to explore the critical realities of long-term

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Betty Wang | Nov 4, 2025

Find YOUR Anchor in November

Financial Planning
Wellness

Dear Friends,

We should talk about being thankful in November, but let’s skip the Instagram-perfect gratitude journals and the pressure to feel blessed while you

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Betty Wang | Oct 21, 2025

Demystifying Medicare: What Every Future Retiree Needs to Know with Julia Wiswell

Podcast

 

EPISODE OVERVIEW:

Join host Betty as she sits down with Medicare expert Julia Wiswell from Wiswell Insurance to navigate the often confusing world of Medicare

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Betty Wang | Oct 7, 2025

Aging Parents: The Caregiver’s Guide to Balancing Love and Independence with Jenny Reynolds

 

EPISODE OVERVIEW:

When the roles reverse and your parents need you most, how do you navigate the maze of elder care without losing yourself in the process?

In

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Betty Wang | Oct 1, 2025

Planning for the Sandwich Season of Life

Can you believe it’s almost October already? It feels like we were just planning summer vacations, and now we’re watching leaves change and pulling out our

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Betty Wang | Sep 16, 2025

From Grief to Clarity: Transforming Loss into Legacy with Kylee Bandy

Podcast

 

EPISODE OVERVIEW:

When grieving, families often find themselves drowning in legal documents, forgotten passwords, and overwhelming decisions. Betty interviews

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Betty Wang | Sep 9, 2025

The Most Essential Steps to Creating a Comprehensive Estate Plan with Amy Danneil

Podcast

 

EPISODE OVERVIEW:

Estate attorney Amy Danneil reveals the costly mistakes that can tear families apart and drain hard-earned wealth. In this conversation with

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You work hard, and life’s been good to you. You’re planning ahead, and want to know you’ll have the resources you need to provide the lifestyle you want – for you, and your family. We’ll help keep you on the right path by combining investment strategies with a financial plan designed to preserve what you have, while achieving what you want. In an ever-changing world, we’re driven by what’s right for you.

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Innovative Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Innovative Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Innovative Financial, LLC unless a client service agreement is in place.

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