Anna Dashkevich, CFP Wealth Strategies

Anna Dashkevich, CFP Wealth Strategies YOUR money advocate

06/12/2026

Buy Term Invest the Difference... What if the difference never gets invested? This episode is about the real-life gap between financial advice and financial behavior.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

06/05/2026

Give smarter, bless bigger!

This episode is all about making your generosity go further.

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

05/29/2026

Talking to kids about money may feel awkward — but avoiding it can cost them later. In this episode, I share why healthy money habits start at home and how simple conversations today can help your children make smarter choices tomorrow.

05/29/2026

Talking to kids about money may feel awkward — but avoiding it can cost them later. In this episode, I share why healthy money habits start at home and how simple conversations today can help your children make smarter choices tomorrow.
https://youtu.be/N6u0eqHnE0E

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

05/22/2026

Credit cards can be useful tools — but they become dangerous when they turn into borrowed lifestyle support. In this episode, I break down the true cost of carrying debt and why even a small payoff plan can change your direction.

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