Ep 104: What is the Certified Financial Planner Designation?
The Key Points: Anyone that’s looking for a financial advisor has probably seen all the different designations people might have, but it’s tough for anyone outside of the industry to know what everything means. If there’s one you want to pay attention to when it...Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™
The Key Points: Today’s guest is Colleen LeMasters, CFP®, ChFC®, BFA™. Colleen is an Investment Advisor Representative and Insurance Professional at FIG. In this episode, we will discuss market risk. There has been extreme volatility in 2022, and there is a lot we...Ep 101: End of the Year Planning Pt. 2
The Key Points: Welcome to part 2 of our ‘End of the Year Planning’ mini-series. I’m back with Dan Oaklief, RICP®, CPFA. In this episode, we will be focusing on year-end planning from a retirement standpoint. Some pre-retirees hope to retire early but haven’t...Ep 60: Mailbag – Answering Your Questions About Inheritance, Investing and Income
The Setup: On this episode of Unlocking Your Financial Future, we answer your questions about inheritance, investing, income and much more. https://mcdn.podbean.com/mf/web/hfbdg3/060_-_BEN_SCHROCK_-_MAILBAGbmux1.mp3 Click the timestamps below to skip to a specific...
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