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...

Ep 35: Life Events That Can Change Your Financial Plans

The Setup: Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Today we’ll look at five major life changes and explain why it’s a good reason for a financial review. [spp-player url...

Ep 34: Good Intentions Don’t Always Lead to Good Advice

The Setup: Seeking out financial advice is something we all do at some point but is the source of that information always providing good advice? Let’s explore four common outlets we use for guidance and why, despite having the best intentions, the advice might...