Today’s Wisdom: On his first day in office, Joe Biden signed 17 different executive orders and has signaled his intent … Read More
Podcast Episode 186: Highlights from a Career in Financial Planning
Today’s Wisdom: Much of the conversation we have on the podcast deals in the present but we wanted to take … Read More
Podcast Episode 185: Financial Questions You Don’t Know the Answer To
Today’s Wisdom: Much of what you try to accomplish with a financial plan is being prepared for the unexpected and … Read More
Podcast Episode 184: Planning Items to Put On Your List for 2021
Today’s Wisdom: After one tumultuous 2020, we’re bound and determined to have a positive year in 2021. No matter what … Read More
Podcast Episode 183: Don’t Let Procrastination Stop You in 2021
Today’s Wisdom: Stats tell us that many people believe a financial plan is important but the majority of those people … Read More
Podcast Episode 182: What We’re Optimistic & Pessimistic About for 2021
Today’s Wisdom: As we kick off a new year on the podcast, let’s take a big picture look at 2021 … Read More
Podcast Episode 181: Best Options for Financing a Second Home
Today’s Wisdom: Do your retirement goals include finding a second home where you can spend a portion of the year … Read More
Podcast Episode 180: End-of-Year Planning Items
Today’s Wisdom: As we approach the end of the year, it’s important to review a handful of key items before … Read More
Podcast Episode 179: Investing in IPOs + Mailbag Questions
Today’s Wisdom: A number of IPOs are scheduled in the upcoming weeks and this always grabs the attention of investors. … 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
