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What Does Financial Security Mean To You?

July 18th, 2019|Categories: Podcast|Tags: , , |

“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from clients during the planning process.

Recent News Headlines & Storytime

July 3rd, 2019|Categories: Podcast|Tags: , , , |

We've got a variety of topics lined up for today. To start things off, we'll dive into some news headlines, including Brexit updates, a recent Goldman Sachs economist prediction, and recent tech company IPOs. We'll round things out with a story from Mike about a time he recommended a particular strategy to a client that he normally would not recommend.

“Fake News” Impacting Your Finances

June 20th, 2019|Categories: Podcast|Tags: , , , |

The term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What about fake news in the financial space? We’ll look at some recent news headlines to see if they qualify to be labeled as “fake news”.

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