by Becca Mack | Aug 27, 2020 | Podcast
The Setup: If you visit a financial advisor, how complex should your plan be? Is a one-page plan too simple? Is a 50- to 100-page plan too much? We’ll explain how much detail you should expect in your financial plan. Click the timestamps below to skip to a specific... by Becca Mack | Aug 20, 2020 | Podcast
The Setup: When the market crashes, it’s normal to feel panicked. But we’re here to help you build confidence and get through these tough times with a five-step market crash survival guide. [spp-player url... by Becca Mack | Aug 13, 2020 | Podcast
The Setup: It’s a somber topic that no one likes to think about, but it’s important to have a financial plan in place if your spouse dies. Our team can help you with those sensitive, difficult conversations so money is the least of your worries if your loved one... by Becca Mack | Jul 23, 2020 | Podcast
The Setup: If your estate plans include leaving behind a money to your children, should you tell them about it ahead of time or make it a surprise? There are arguments for both sides and we’ll share some of our guidance on that topic. Plus, we’ll cover annuities,... by Becca Mack | Jun 11, 2020 | Podcast
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...