Feb 24, 2023

Investing your money can be a scary thing, especially when you don't feel like you have a good handle on the terminology and concepts. Many people turn to financial advisors to help guide them through their investments, but it's important to make sure that they are actually helping rather than hurting. Let's talk about...

Feb 17, 2023

The financial world is full of complexities, and it can be hard to keep up with all the nuances. However, there are some aspects that are often overlooked or underrated in terms of their importance. Here we will discuss three things that should be appreciated more in the financial world.

Here are a few of the things...

Feb 10, 2023

When it comes to financial strategies, there are three that might not be as advantageous as you might think: tax advantages, rates of return, and commission-based investment accounts. In this episode of the podcast, Eric Hogarth, CFP® will explain why.

Here are a few of the things we discuss in this episode:

1:51 –...

Feb 3, 2023

On today’s episode, we’ll dive into the mailbag to answer a few financial questions that we’ve been asked recently. The topics we’ll tackle today are what to do with old IRAs, rolling over retirement accounts, and Social Security benefits for ex-spouses. If you’ve been curious about any of these financial...