Ep 156: Choosing Between A Traditional Or Roth IRA

Today's Puzzle: Maybe you know you need to contribute somewhere or you’ve always contributed to a traditional IRA but have been wondering about the Roth. Nikki explains the similarities and differences between the two and explains the long-term benefits. (Click the featured times below to jump forward in the episode) The Solution: [...]

By |2020-06-11T01:32:47+00:00June 11th, 2020|Podcasts|0 Comments

Ep 155: Are You Paying Enough Attention to Your Largest Assets?

Today's Puzzle: As investors, we’re always looking out ahead towards our goals in retirement so we’re constantly striving to move forward. But doing that can lead to us forgetting about the importance of managing what we already have. Let’s look at the important assets in our portfolio that might get overlooked and why it’s [...]

By |2020-05-14T19:16:38+00:00May 11th, 2020|Podcasts|0 Comments

Ep 154: Is The Market Response To Coronavirus Normal?

Today's Puzzle: Over the past month, we’ve seen financial markets react to potential economic fallout from the coronavirus pandemic and it’s happened at an unprecedented pace. But how surprised should we be by this significant reaction? Dan Cuprill joins the show as we talk about the lessons we’ve learned from history, what this latest [...]

By |2020-04-06T21:08:41+00:00April 7th, 2020|Podcasts|0 Comments

Ep 153: Coronavirus and Solid Financial Truths

Today's Puzzle: No one could predict how much of an impact the coronavirus would have on the market, but it’s been a rough month for everyone. Nikki will share her thoughts on this unprecedented time and talk about the conversations they’re having around the office. With all the speculation and uncertainty, now is a [...]

By |2020-03-16T15:30:09+00:00March 16th, 2020|Podcasts|0 Comments

Ep 152: Meet the New Host Nikki Earley

Today's Puzzle: After a short break, the podcast is back with some news! Dan Cuprill has handed the baton to Nikki Earley and she’s taking over the show moving forward. Today we’ll introduce you to the Certified Financial Planner and get to know who she away from the office. We’ll also talk about the [...]

By |2020-02-20T16:51:51+00:00February 20th, 2020|Podcasts|0 Comments

Ep #151: Meet the Parkers: A Case Study for Whether or Not You Need an Advisor

Today's Puzzle: We get the question quite a lot about whether someone needs a financial advisor so Dan Cuprill shares a real-life example of a couple he worked with to provide a case study for how the process plays out. We’ll call them the Parkers, and we’ll walk through their first meeting, goals, needs, [...]

By |2019-09-17T18:37:30+00:00September 1st, 2019|Podcasts|0 Comments

Ep #150: I’m Dead, Now What? Preparing Yourself for Estate Planning

Today's Puzzle: No one wants to think about death but thinking about how your assets will be handled when you’re gone is a necessary part of life. Effective estate planning can leave you in control of your hard-earned money and investments, but it can also make the process clear and efficient for your heirs. [...]

By |2019-09-17T15:57:26+00:00August 1st, 2019|Podcasts|0 Comments

Ep #149: Social Insecurity: What You Need to Consider When Filing for Social Security

"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions.

By |2019-07-17T21:53:21+00:00July 11th, 2019|Podcasts|0 Comments

Ep #148: Stupid Questions?

"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions.

By |2019-07-17T21:53:42+00:00May 16th, 2019|Podcasts|0 Comments
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