by Becca Mack | Jun 18, 2020 | Podcast
The Setup: If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better... by Becca Mack | May 7, 2020 | Podcast
The Setup: As we begin the third month of the health crisis, Ben gives us an update on what he’s seen from the market in recent weeks, the provisions of the CARES Act clients are paying attention to, and what he thinks about volatility moving forward. [spp-player url... by Becca Mack | Feb 20, 2020 | Podcast
The Setup: It’s another mailbag edition of the show and we’re covering five different topics that you’ve been asking about. From company stock to old life insurance policies to hitting seven figures in your portfolio, it’s a wide range of retirement conversations but... by Becca Mack | Jan 9, 2020 | Podcast
The Setup: Before we start up a new financial series, Ben’s going to open up the mailbag and answer a few questions from listeners that address retirement checklists, military pension benefits, and consolidating all of those retirement accounts you own. [spp-player... by Becca Mack | Dec 5, 2019 | Podcast
The Setup: We’ve been hearing from a number of listeners who have sent in questions on a wide range of topics so we decided to dedicate an entire episode to answering as many as we can. From rental properties to fees and commissions to 401k company investing and more,...