by walter | Jan 19, 2023 | Podcast
Today we open up the mailbag to get to a few of the questions that have come into the show and we’ll hit on a few different financial topics that might also apply to your life. From saving for college to working with multiple financial advisors to RMD withdrawals,...
by walter | Oct 13, 2022 | Podcast
Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. In this episode, we...
by Shari Rash | Aug 25, 2022 | Podcast
We’re all guilty of procrastination in some aspect of our lives but some things shouldn’t wait. One of those areas we need to stay on top of is our finances but it can be easy to fall behind. People have many reasons for procrastinating when it comes to putting a...
by Shari Rash | Aug 11, 2022 | Podcast
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to...
by walter | Apr 21, 2022 | Podcast
How many of your financial habits may be a bit unhealthy? We all know some of the basics of health – losing weight, eating healthier, and exercising. But how can we spot some similar unhealthy habits in the financial world? Empty calories in the financial...
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