Podcasts2024-07-26T08:43:45+00:00

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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”.

Mailbag – Life Insurance And Rolling Over A 401(k)

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

This week we'll tackle our first round of listener questions. We'll discuss how to decide on the right type of life insurance policy to purchase, as well as how difficult it is to roll over a 401(k) on your own.

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