Podcast Episodes
Back to SearchS2E35: 1st Quarter Stock Market Update
Inevitably, many of your financial goals rely upon the risk and reward of various investment vehicles in order to be achieved. With the first quarter…
8 years, 10 months ago
S2E34: FP Series: #6 Estate Planning
The capstone to all great financial plans is a great estate plan. What happens to your assets if something happens to you? Will your wishes and inten…
8 years, 10 months ago
S2E33: FP Series: #5b CollegePlanning
Planning for college can be a confusing and complicated process. It’s similar to Retirement planning in that it takes a lot of sacrifice and a long t…
8 years, 10 months ago
S2E32: FP Series: #5a Retirement Planning
Retirement is the average person’s biggest financial goal, yet often is the most confusing one to accomplish. It takes decades of preparation to get …
8 years, 10 months ago
S2E31: FP Series: #4 InvestmentPlanning
By far the most popular area of financial planning, and the one that gets the most attention, is Investment Planning. Despite the attention it receiv…
8 years, 11 months ago
S2E30: FP Series: #3 TaxPlanning
Every financial decision you make influences your taxes. That is one of the reasons Tax Planning is such an integral component of a strong financial …
8 years, 11 months ago
S2E29: FP Series: #2 Protection Planning
There are six areas to your financial life and the second area, Protection Planning, is where you assess the financial risks on your shoulders and pr…
8 years, 11 months ago
S2E28: FP Series: #1 Present Financial Position
The foundation to a solid financial life is having good habits within your Present Financial Position. Join Kevin, Josh, and Mike in the 2nd episode…
8 years, 11 months ago
S2E27: What Really Is Financial Planning?
Financial professionals have a variety of specialties and approaches to how they help individuals. So when Financial Planning is mentioned or when s…
9 years ago
S2E26: What You Need To Know If You’re Buying or Selling a House This Year
Housing season is officially underway, and with interest rates still low and the benefit of warmer temperatures, many people are looking to make big …
9 years ago