Category: Podcast

Episode 166: How to Prepare Financially for a Child

We had a great conversation with the daughter-in-law of one of our clients. She and her husband recently had a child and she wanted to think about additional planning as far as investments. Here’s how we helped her prioritize her finances.

Episode 165: How to Prepare Financially for Divorce

On today’s episode, we’re answering questions we’ve gotten from clients, podcast listeners and others about all things finance. Find out how to prepare financially for an impending divorce and more.

Episode 162: How to Avoid New Identity Theft Tactics

Has your identity ever been stolen? If so, you know how much of a struggle it can be to take care of it and make things right again. Today we’re sharing some stories of our clients who have been through this difficult ordeal.

Episode 161: 15 Money Resolutions For 2022

You might not be able to follow through on all 15 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

Episode 160: Piggy Bank Pies and Abundance Mentality

Today we’re talking about generous giving and fearing loss. Find out how our office and clients give back to the community. We’ll also share what to do if you’re afraid of financial losses in your retirement.

Episode 159: Taking A Deal Down To The Studs

Have you ever taken your investment portfolio down to the studs? It might be time to examine the risks of your investments and see what questions you need to get answered.