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