Feb 19, 2021
Whether you’ve listened to Joel on television or on this podcast, you’ve probably heard him mention The Money Map quite a bit. So what exactly is it? In this episode, we’ll explain the purpose of the book, what topics it covers, and some of the areas you’ll benefit from. Plus, we’ll take a couple of...
Feb 12, 2021
On his first day in office, Joe Biden signed 17 different executive orders and has signaled his intent on several other policies that we can expect in the coming months. How might some of these issues affect your investing choices moving forward, or possibly just affect the specific economic interests of some of your...
Feb 5, 2021
Much of the conversation we have on the podcast deals in the present but we wanted to take a look back over Joel’s career and hear some of the stories he remembers most. Find out what he would consider his biggest mistake, the luckiest thing he’s seen, and more.
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Jan 29, 2021
Much of what you try to accomplish with a financial plan is being prepared for the unexpected and there’s plenty of that in life. We realize not every question has an answer, but a strong plan can position you for many outcomes.
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Jan 22, 2021
After one tumultuous 2020, we’re bound and determined to have a positive year in 2021. No matter what comes our way, let’s keep taking steps to build a strong financial plan. To help you do that, we’ve laid out four planning items that should be on everyone’s list.
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