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Ep 48: How Complex Should Your Financial Plan Be?

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. [spp-player url...

Ep 47: Market Crash Survival Guide

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...

Ep 46: Handling Finances After the Death of a Spouse

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...

Ep 38: Should You Be Wary of Dave Ramsey’s Advice?

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...