investing

Ep 39: Revealing The Financial World’s Dirty Little Secrets

Every industry has some dirty little secrets. Today we’re letting you in on some of the financial world’s secrets. How many of these are you familiar with? Most of the time, no one really knows what’s going on. You already know that nobody can predict the future, but most financial professionals also have a tough…

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Ep 38: Where Crisis & Opportunity Meet

Sometimes in life you hit a financial crossroads of crisis and opportunity. We’ll explain how to find the good when bad times are happening.

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Ep 37: What They’re Saying – Analyzing Advice on Surviving a Bear Market

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is get-ting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective.

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Ep 23: Sorting Out the Importance of Legacy Planning

Welcome to our final episode of 2021. On today’s show we’re talking about the importance of legacy planning and what you need to know to make your plan a success.

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Ep 20: Quit Cutting Corners in Your Financial Plan

We all cut corners occasionally, but how can this hurt our financial plans? While we may think we can get away with cutting some corners, we will end up hurting our financial future if we do so.

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Ep 9: Mailbag – 401ks, Mutual Funds and Inflation

Today, we’re answering your most pressing financial questions about 401ks, mutual funds and inflation. Let’s jump into the mailbag.

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