Oct 23, 2020
Financial planning isn’t always an easy process. We often need to address situations that can be awkward for the client. Today we’ll tell you about six of these challenging conversations and how we approach them. Don’t let these awkward planning topics keep you from opening up and taking them head on.
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.
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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