by Walter Storholt | Jan 19, 2023 | Podcast
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...
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 | Aug 6, 2020 | Podcast
The Setup: Meet our team’s newest financial advisor, Dan Oaklief. Find out how he has reenergized and motivated our team and how he’ll be helping our clients. [spp-player url =https://mcdn.podbean.com/mf/web/2g94sx/045_-_ben_schrock_-_meet_dan_oaklief9xm37.mp3] Click...