Ep 39: Potential Hidden Gems in Your Financial Portfolio
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...Ep 38: Should You Be Wary of Dave Ramsey’s Advice?
The Setup: Dave Ramsey has become one of the leading names and brands in finance and for good reason. The advice he gives benefits a lot of people across the country but is all that guidance applicable to you? Let’s look at his most popular teachings and determine how...Ep 37: A Coronavirus Update on Our Clients & Our Office
The Setup: We spend most of the time on this show talking about financial planning topics, but we thought it would be beneficial for a lot of people if we talked about how everyone has been doing. From our own office to the clients we’ve been keeping in touch with,...Ep 36: Protecting Your Nest Egg + Mailbag Questions
The Setup: Your nest egg means everything to your retirement and you want to protect it through the difficult times. On this mailbag edition of the show, we address concerns about navigating turbulent times while protecting what you have, how much to be saving, is $1...
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