Podcast Episodes
Back to SearchS2E28: 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…
9 years, 2 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, 2 months 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, 2 months ago
S2E25: Did You Miss The Stock Market Rally?
A new study has revealed that half of all American’s have missed out on the stock market rally that started after the election 3 months ago. If that…
9 years, 2 months ago
S2E24: Who Wants To Be A Millionaire
Although it is not always an accurate gauge of financial success, reaching the milestone of being a millionaire is something American’s have strived …
9 years, 3 months ago
S2E23: How To Win This Tax Season (part 2)
How have the tax laws changed this year and are you prepared for them this tax season? Mike and Josh welcome back special guest Ryan Fair, CPA, in t…
9 years, 3 months ago
S2E22: How To Win This Tax Season (part 1)
How do you define a successful tax season? Many of us would say getting the biggest refund. We would shift that and instead suggest your goal shoul…
9 years, 3 months ago
S2E21: How To Prepare Financially For Needing A Nursing Home
One of the most common financial questions is whether you should buy or lease your vehicles. It’s a controversial question, but one that nearly ever…
9 years, 3 months ago
S2E20: Should You Buy or Lease Your Next Car?
One of the most common financial questions is whether you should buy or lease your vehicles. It’s a controversial question, but one that nearly ever…
9 years, 3 months ago
S2E19: 2016 Stock Market Recap and 2017 Investment Outlook
Did your investment returns meet your expectations in 2016? What are your expectations in 2017? When it comes to investing, your expectations are c…
9 years, 4 months ago