investing

Ep 23: Sorting Out the Importance of Legacy Planning

Welcome to our final episode of 2021. On today’s show we’re talking about the importance of legacy planning and what you need to know to make your plan a success.

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Ep 20: Quit Cutting Corners in Your Financial Plan

We all cut corners occasionally, but how can this hurt our financial plans? While we may think we can get away with cutting some corners, we will end up hurting our financial future if we do so.

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Ep 9: Mailbag – 401ks, Mutual Funds and Inflation

Today, we’re answering your most pressing financial questions about 401ks, mutual funds and inflation. Let’s jump into the mailbag.

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