Year: 2023

Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)

March 23, 2023March 23, 2023

As a continuation of our last podcast episode, we’re jumping back in to discuss some more financial personality types in today’s show. Knowing your personality type and tendencies can help ... Read more

Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)

March 9, 2023March 23, 2023

Each person has a different and unique personality. It’s part of what makes you, you! So, when it comes to your financial plan, should a financial advisor tailor the plan ... Read more

What’s Your Biggest Financial Fear?

February 16, 2023March 23, 2023

Everybody has fears, so we talk about some of the biggest financial fears people face. Sometimes acknowledging the fear is the best place to start. Alongside an advisor, you can ... Read more

Four Ways The SECURE Act 2.0 Might Impact You

February 2, 2023March 23, 2023

What’s the latest happening in Congress? In 2019, the first Secure Act was passed. At the very end of 2022, Congress passed the Secure Act 2.0, which rolled out a ... Read more

Helpful Financial Checklist For 2023

January 19, 2023March 23, 2023

As you make your beginning of the year checklists, we have a few financial things you’ll want to add to your list. The sooner you get a handle on these ... Read more

2022 in Review

January 5, 2023March 23, 2023

Happy New Year! Before we get too far into 2023, let’s start talking about last year. We review what happened in 2022 and what kind of financial things we can ... Read more