Palisades Hudson VP Rebecca Pavese is an experienced financial planner, a CPA, and the mother of two daughters who have played sports at NCAA Division I schools. Her elder daughter earned a cross-country and track scholarship to the University of Tennessee; her younger daughter received a scholarship to play softball at Clemson, where she has kicked off her freshman season this spring. Rebecca sat down with “Something Personal” host Amy Laburda for a discussion about what it’s been like raising young athletes from the early days in recreational leagues through college competition. As both a parent and a financial professional, Rebecca offers advice to athletes’ family members, as well as to young athletes themselves, as they progress toward whatever their ultimate level of play may turn out to be.

Links:

• “Navigating College Admissions” (featuring Rick Clark, Georgia Tech)
• “Financial Foundations: Budgets And Credit Scores” (featuring Rebecca Pavese, CPA)
• “Name, Image And Likeness Tips For Student-Athletes” by Eric Meermann, CFP®, CVA, EA

Buying a home, especially a first home, is an exciting step. But the process can be daunting, especially when it’s unfamiliar. In this episode, private mortgage banker Doug Kenner and financial planner David Walters sit down to guide listeners through the process. How do you know you’re ready to buy? What’s the difference between prequalification and preapproval? Should you opt for an adjustable rate or a fixed rate mortgage? Doug and David explain the ins and outs, so homebuyers can proceed with confidence, whatever their situations may be.

• Doug Kenner on LinkedIn
• “Love, Marriage And Prenups” (featuring David Walters, CPA, CFP®)
• “Gifting Family Assets Creatively” (by Benjamin C. Sullivan, CFP®, CVA, EA)
• “Why Estate Planning Is For Everyone” (featuring David Walters, CPA, CFP®)

The One Big Beautiful Bill Act preserved some tax provisions, altered existing rules, and introduced entirely new ones. Now that it is income tax preparation season, how should you navigate the ins and outs? Eric Meermann, CFP®, CVA, EA, has decades of tax experience to draw on for the answer. In this episode, Eric walks listeners through the major tax provisions of last summer’s omnibus legislation. Beyond details on tips, overtime, state and local tax deductions and the many other changes in play, Eric offers some broader suggestions about staying ahead of deadlines and keeping things organized.

Links:

• “Tariffs, Taxes And ‘All That Government Stuff’” (featuring Larry Elkin, Paul Jacobs and Ben Sullivan)
• “Big, But How Beautiful?” by Eric Meermann
• “GOP frustrations grow over lackluster ‘big, beautiful bill’ sales pitch,” The Hill
• Occupations that customarily and regularly received tips on or before December 31, 2024 (IRS)
• “Why Estate Planning Is For Everyone” (featuring David Walters)
• Q&A about qualified expenses for 529 plans (IRS)
• “Building Community Around Mission” (featuring Ben Hall and Ben Sullivan)