Podcast Episodes

Sunday, October 31

Episode 102

Derek Felske and Deanne Phillips review the markets and talk about earnings this week. Brandon Lehman, CFP®, Director of Branch Development, discuss …

4 years, 11 months ago

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Sunday, October 24

Episode 101

Dave Spano and Derek Felske review the markets and talk about The Beige Book. Randy Winkler, CFP® and Stephanie Emons, discuss mistakes to avoid with…

4 years, 11 months ago

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Sunday, October 17

Episode 100

Dave Spano and Danny Clayton review the markets and supply chain disruptions. Randy Winkler, CFP®, discusses Roth IRA conversions.

5 years ago

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Sunday, October 10

Episode 99

Mark Beck and Derek Felske discuss the markets. Register to join us at our upcoming webinar Women & Wealth: Financial Self-Defense on Tuesday, Octobe…

5 years ago

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Sunday, October 3

Episode 98

Dave Spano and Derek Felske review a volatile week with a look at what to expect in the 4th quarter.

5 years ago

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Sunday, September 26

Episode 97

https://www.eventbrite.com/e/webinar-saving-the-family-cottage-93021-tickets-172780219287

5 years ago

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Sunday, September 19

Episode 96

Dave and Derek cover Quadruple Witching---and other topics from the week. Learn more about proper steps to take when selling a business.

5 years, 1 month ago

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Sunday, September 12

Episode 95

Mark Beck and Todd Voit review the markets. We also share how to avoid common mistakes for business owners and estate plans. 

5 years, 1 month ago

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Sunday, September 5

Episode 94

Mark Beck and Derek Felske discuss the investment markets. Deanne Phillips, Director of Client Learning & Development, covers preparing for the unexp…

5 years, 1 month ago

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Sunday, August 29

Episode 93

Dave Spano and Derek Felske talk the market and recent global news. Brandon Lehman, CFP®, Director of Branch Development discuss how our team directl…

5 years, 1 month ago

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