Ep 57: Five Financial Commandments to Follow

The Setup: On this episode, we share five commandments that should be written on stone tablets in your retirement plan. https://mcdn.podbean.com/mf/web/ctn6yx/057_-_BEN_SCHROCK_-_FINANCIAL_COMMANDMENTS7bcpk.mp3 Click the timestamps below to skip to a specific topic in...

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...