Today’s Wisdom: We meet people every day that either work with or have worked with a financial advisor, and during … Read More
Podcast Episode 178: Are These Unreasonable Financial Requests?
Today’s Wisdom: Who doesn’t want to get the most out of their relationship with a financial advisor, but when does … Read More
Dropping Financial Truth Bombs
Today’s Wisdom: A lot of commonly held financial beliefs might not be as accurate as you’d like to believe. Joel … Read More
5 Financial Commandments Everyone Should Follow
Today’s Wisdom: Today we’re getting back to the basics of financial planning by sharing the five commandments. These rules of … Read More
Are These Financial Items Overrated or Underrated?
Today’s Wisdom: When it comes to evaluating products and items in the financial world, there’s a lot of good and … Read More
Breaking Down Social Security Myths
Today’s Wisdom: Social Security is an important piece to retirement planning for most people, but they often make their decisions … Read More
3 Things You Can’t Trust in the Financial World
Today’s Wisdom: There are just certain things in life (and in the financial world) you shouldn’t place your trust in. … Read More
