May 26, 2023

We know you count on your financial advisor to shoot you straight and tell you what you need to hear rather than what you want to hear. That’s what we’re going to do on this episode as Eric drops a few financial truth bombs on us and provides us with a retirement reality check.

Here are some of the things we...

May 19, 2023

Periodic reviews with certain clients can look very different from reviews with others. We’ve worked with just about every type of personality through the years so let’s talk about how our conversations might sound depending on who we’re meeting with for a review.

Here are some of the things we discuss in...

May 12, 2023

Like anything else in life, financial planning is much easier to do in hindsight. We all have a few (or more) decisions we’d like to go back and change if we could. Let’s talk about a few of the regrets people are probably coming to terms with today.

Here are some of the things we discuss in this episode:

• 1:16...

May 5, 2023

Money and finances can be difficult topics to discuss, but it is an essential conversation that needs to take place with children. With the proper guidance, your child will learn key lessons about money management and develop healthy financial habits. In this episode, Joel will share his family's approach to helping...

Apr 28, 2023

Different stages of life bring different challenges, and people nearing retirement often make some of the same mistakes with their money time and time again. As a pre-retiree, it's important to understand that your financial plan needs to be tailored around the goals you have for retirement. Let’s take a look at some...