Podcasts2019-07-17T18:05:18+00:00

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

By |September 1st, 2019|Categories: Podcasts|Tags: , , , , |

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, and how we decided they were a fit for an advisor. (Click the [...]

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

By |August 1st, 2019|Categories: Podcasts|Tags: , , , , |

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. Using the checklist provided today will help you make all the considerations you need for [...]

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

By |July 11th, 2019|Categories: Podcasts|Tags: , , , , |

"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.

Ep #148: Stupid Questions?

By |May 16th, 2019|Categories: Podcasts|Tags: , , , , , , , |

"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.

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