Nov 25, 2022

The humor of Jerry Seinfeld has held up extremely well over time and reading through some of his quotes always provides a good laugh. Today we’re going to take some of the more notable quotes and apply them to financial planning. Your first reaction might be to say, ‘What’s the deal with that?’, but we think...

Nov 18, 2022

Financial planning is one of the most important aspects of life. If you don't have your finances in order, it can be very difficult to achieve your goals. That's why it's important to ask questions when you’re unsure about something. On this podcast, we will answer three great questions about investing, supporting...

Nov 11, 2022

Do you find yourself struggling to save money? Do you feel like you are constantly at war with your finances? If so, you are not alone. A lot of people have a hard time managing their money because they let mental blocks get in the way. In this podcast, we will discuss some of the most common mental blocks when it comes...

Nov 4, 2022

Your financial advisor should be there to provide you with the necessary information, guidance, and support to help you towards your retirement goals, and that means having tough conversations from time to time. On this episode, we’ll tell you about a few of the difficult discussions we need to have in order to build...