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Upbeat Wealth on the News: Securing the Bag 101

Mike Turi provides tips for negotiating a raise with your employer with Malik Mingo on Great Day Louisiana.

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Upbeat Wealth on the News: Finance 101 for Graduates

Mike Turi is back on Great Day Louisiana with Malik Mingo to discuss building healthy financial habits for high school and college graduates.

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behavioral finance college financial literacy new orleans

Upbeat Wealth on the News: Getting Your Finances Ready For Buying A Home

Mike Turi sits down with Greay Day Louisiana’s Malik Mingo to discuss getting your finances ready to purchase a home

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real estate

What are Series I Savings Bonds?

Learn more about Series I Savings Bonds including the high inflation-adjusted rate and security they can bring to your portfolio.

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inflation interest rates savings bonds

Foggy Glasses: Investing in Bitcoin

Bitcoin hits all-time highs and the first wave of Bitcoin Futures ETFs are approved by the SEC. What you need to know!

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cryptocurrency financial literacy new orleans

Risk Checklist

A general checklist for evaluating financial risk in your life.

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Ghost in the Machine: Our Perspective on the Robinhood/GameStop Trading Frenzy

Our perspective on the Robinhood & Gamestop Trading frenzy as well as fiduciary responsibility along with a few fun recommendations when in New Orleans.

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fee-only financial planning fiduciary responsibility financial literacy new orleans

Welcome from Upbeat Wealth in New Orleans

Upbeat Wealth partners with XY Planning Network, the nation’s leading organization of fee-only financial planners serving Generation X and Generation Y clients.

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