fbpx

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....

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....

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 45: Meet Our New Advisor, Dan Oaklief

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.  https://mcdn.podbean.com/mf/web/2g94sx/045_-_ben_schrock_-_meet_dan_oaklief9xm37.mp3 Click the timestamps...