Jul 2, 2021

We all know that regular check-ups are beneficial to our health but plenty of people still put it off. Many of the same excuses people make for not going to the doctor are used for avoiding a visit with a financial advisor. Let’s take a closer look at why people procrastinate with their finances and give you...

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 15, 2021

Stats tell us that many people believe a financial plan is important but the majority of those people don’t follow through and get one built. If that’s you, don’t let procrastination keep you from reaching your retirement goals. As this new year begins, let’s talk about how you can take those next steps and...

Dec 11, 2020

Who doesn’t want to get the most out of their relationship with a financial advisor, but when does a request cross over to unreasonable? Let’s look at three examples of things that someone might hope for but won’t likely be in the cards.

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Apr 17, 2020

The government responded swiftly to the financial crisis facing our country due to the coronavirus pandemic, but it’s difficult keeping up with everything. Let’s review each of the provisions made for individuals and small businesses so you’ll have a better grasp of the relief being offered.

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