TABER Asset Management

06/01/2026

Financial planning for women often comes with unique challenges. With so many responsibilities on your plate, it can be easy to feel overwhelmed and push your finances to the back burner.

The good news: small, intentional steps can still create real progress toward your goals.

At Taber Asset Management, our team is standing by, ready to help you set a clear budget, reduce debt, invest consistently, and build a retirement plan around your needs.

Let’s work together to strengthen your financial foundation and move toward long-term independence: https://calendly.com/billtaber/15min?month=2026-05

05/27/2026

Social comparison has always been part of human nature. But financial social comparison in 2026 is a different beast.

TikTok has entire subcultures built around money. Algorithms are engineered to show you exactly what makes you feel behind. The explosion of AI-generated content will make the problem worse, not better.

This influences more people to make financial decisions based on what they think others are doing, without considering the consequences.

In this episode, Anastasia and Bill dig into the psychology and financial reality behind social comparison. Originally recorded in 2024 and more relevant than ever.

Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, t...

05/25/2026

This Memorial Day, we remember the lives of those who gave everything for our nation. Beyond flags and ceremonies, the focus is acknowledging the families and communities touched by their sacrifice.

Take a moment to reflect on the freedoms we sometimes take for granted and honor those who made them possible.

05/20/2026

If you're engaged, newly married, or planning for the future, this episode can help you prepare for a successful marriage with practical tips and professional advice.

💍 Check it out: https://www.taberasset.com/podcast-1/episode/271600af/finances-and-forever-building-a-strong-foundation-for-marriage-with-rev-dr-scott-paczkowski

05/19/2026

Master the market with discipline. Our new article discusses the 7 essential rules for long-term investment success.

05/18/2026

When was the last time you reviewed your insurance coverage?

As life changes, your policies should too.

If you’re unsure whether your coverage still fits your current stage of life, it may be time for a review.

05/13/2026

Thinking about starting a side hustle in 2026?

In our latest episode, we break down the side-hustle surge and share the essential financial-readiness checklist you need before you start. We cover everything from the order of operations for your new income to the tax surprises that catch most first-timers off guard.

🎧 Listen to the full episode today.

Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, t...

05/11/2026

Every financial decision is connected to something bigger—your career, your family, your long-term vision.

That’s why a one-size-fits-all strategy rarely works.

At TABER Asset Management, we begin by understanding what matters most to you. From there, we build a thoughtful plan designed to support your goals and adapt as life evolves.

Learn more about how we work: https://www.taberasset.com/

05/10/2026

Motherhood takes many forms, and the impact extends far beyond family. Moms are teachers, coaches, listeners, and guides, shaping communities and nurturing growth wherever they go. On this day, we honor the dedication, strength, and care that make life richer for everyone around them.

From our family to yours, Happy Mother’s Day! 💐

05/06/2026

Today, on the Creating Wealth Podcast, we continue discussing emotion-based money topics. We cover the four money beliefs that may form during childhood and how they can affect your approach toward money in adulthood, and ultimately your ability to build wealth.

For questions and comments, you can email Bill and Anastasia at [email protected].

🎧 https://www.taberasset.com/podcast-1/episode/2a64989b/the-4-money-beliefs-that-may-rule-your-life