Oct 16, 2020

Having worked with thousands of clients through the years, we’ve gotten to know the financial personalities of different types of professionals. Find out what challenges specific careers face with financial planning and what types of strategies are typically best to meet those needs.

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Oct 9, 2020

This year has led to some unique financial planning conversations so it’s no surprise that we’ve gotten a lot of questions. Let’s take this episode of the podcast to get to three topics that listeners have asked about that others are likely facing as well.

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Oct 2, 2020

Even the most easy-going person is probably dealing with a little added stress in today’s world. There’s a lot that you could be concerned about and emotion can lead to mistakes when it comes to financial planning. Today we’re going to get Joel’s response to hypothetical concerns based on current issues.

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Sep 25, 2020

A busy year hasn’t slowed down at all as we move into fall. Let’s look back at some of the top financial headlines from the summer before opening the mailbag to talk insurance, mortgages, and the upcoming election.

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Sep 18, 2020

Insurance is a product that we all rely on but it can be a frustrating and confusing process getting all of your coverage sorted out. The best way to get a grasp on your options is to understand the fundamentals of insurance. Join us for this special episode spotlighting Joel’s whiteboard breakdown.

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