Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)
The Key Points: Today we are excited to be joined by Dan Oaklief, RICP®, CPFA, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social...Ep 106: How Retirement Changes Impact Finances (Part 2)
The Key Points: The only certainty in life is that we have no idea what tomorrow will bring. Even the best laid plans can change in an instant, but a well-constructed financial plan will ease the burden during these life events. In this episode, we’re spending some...Ep 105: How Life Changes Impact Finances (Part 1)
The Key Points: The only certainty in life is that we have no idea what tomorrow will bring. Even the best-laid plans can change in an instant, but a well-constructed financial plan will ease the burden during these life events. In this episode, we’re spending some...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...
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