Today’s Wisdom: Which financial tools should you be utilizing in your retirement plan? The answer varies for every person but … 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 190: How to Utilize Our Proprietary Process
Today’s Wisdom: For more than a decade, our team has been using a proprietary process we call the Money Map … Read More
Podcast Episode 188: The Money Map
Today’s Wisdom: Whether you’ve listened to Joel on television or on this podcast, you’ve probably heard him mention The Money … 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
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
