Today’s Wisdom: Another year of Thanksgiving celebrations with family and friends means renewing those traditions that we’ve come to enjoy … 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 177: What Does Your Retirement Dream Look Like?
Today’s Wisdom: Are you someone who has specific goals for retirement or have you not given it a lot of … Read More
Podcast Episode 170: How Financial Planning Differs By Profession
Today’s Wisdom: Having worked with thousands of clients over the years, we’ve gotten to know the financial personalities of different … Read More
Podcast Episode 167: Financial Headlines From The Summer
Today’s Wisdom: A busy year hasn’t slowed down at all as we move into fall. Let’s look back at some … Read More
When Conventional Wisdom in Retirement Doesn’t Always Apply
Today’s Wisdom: Conventional wisdom can be a great guide for investors but general guidance doesn’t always apply to each individual. … Read More
