Understanding Values-Based Planning
What are your goals? Why does the money matter? Everyone has different motivators and needs, so what does it look like to create a values-based plan? On today’s episode of ... Read more
2021: This Is The Year (No Matter What)
Is this your year to get your financial goals in gear? What are you doing to make it happen? Find out what you should be doing this quarter to keep ... Read more
End of Year Financial Planning
Are you ready to end 2020 and reset in 2021? It’s important to set proper expectations for the end of this year and the beginning of next. What should we ... Read more
Mom’s Favorite Phrases And Financial Planning
My mother used to say…to make my bed, obey my parents, and save my pennies. What other commonly used phrases by mom relates to financial advising today?
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Don’t Assume When It Comes to Retirement
When it comes to finances, a lot of times it is easy to make an assumption about something one way or another. But you know what they say about what ... Read more
Is the Customer Always Right?
When you work with a financial advisor, is the customer always right? What if your ideas don’t match? Who is really in charge when it comes to your money and ... Read more
Cleaning Your Financial Closet – Lockdown Edition
We’re all spending a lot more time at home right now and using this as an opportunity to get organized. So let’s clean out our own financial closet by taking ... Read more
Coronavirus Aid – What You Need to Know About the CARES Act
With stay at home orders continuing for the foreseeable future, the government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act to provide relief for individuals and businesses. Today ... Read more
Coronavirus Market Update + What’s Next
We’re all dealing with the affects of the coronavirus to financial markets around the globe and it’s a challenge to keep up with all the news updates. We’ll try to ... Read more
Inheritance 101: Everything You Need to Know
Whether you’re trying to build an estate plan or deciding how to invest an inheritance, there are some things you need to be aware of. Let’s look at inheritances from ... Read more
The Final Decade Before Retirement
In the final 10 years before you retire, what do you need to do in order to make sure you’re ready? Do you know the answers to all of these ... Read more
What Does Financial Security Look Like For You?
We all want it, but what exactly is financial security? Everyone defines it differently and today will discuss some of those meanings. But first, in the news, we talk about ... Read more
Presidential Financial Planning
Presidents are known for leaving us with memorable quotes that live on for decades after they’ve left office. On today’s show, we’ll take a look at some famous presidential quotes ... Read more