Today’s Wisdom: Real estate across the country has been pretty hot over the past year and we’ve gotten a lot … Read More
Podcast Episode 198: The Importance of Simplifying Your Estate
Today’s Wisdom: Joel and his family have been dealing with the loss of his father, which has been an emotional … Read More
Podcast Episode 194: Answering Questions on Renting, Health Insurance, and Dividends
Today’s Wisdom: We turn to the mailbag once again and answer the questions that are on your mind. Today we … Read More
Podcast Episode 193: Things That Don’t Make Financial Sense
Today’s Wisdom: Sometimes we make decisions that just don’t add up. It happens all the time in the financial world … Read More
Podcast Episode 192: Mailbag – RMDs, Company Stock, and Robo-Advisors
Today’s Wisdom: It’s time to open up the mailbag again and answer the questions that have been sent to the … Read More
Podcast Episode 191: When Your Financial Plan Calls for Urgency
Today’s Wisdom: Certain life events impact you more than others, and the same can be said when it comes to … Read More
Podcast Episode 187: Reviewing President Biden’s Early Policy Decisions
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
