What Your 4th of July Traditions Can Teach You About Money

By |2026-06-23T15:18:26+00:00June 25th, 2026|Podcast|

This year's Fourth of July carries a little extra weight as we celebrate 250 years of American independence, and that's worth a moment. But between the hot dogs, the parades, and the fireworks, we started thinking about how many of our favorite holiday traditions have a pretty natural financial parallel.

Maverick, Goose, and the Financial Danger Zone

By |2026-06-09T19:57:39+00:00June 11th, 2026|Podcast|

It's summer — and nothing says summer quite like Tom Cruise as Maverick soaring across the sky in Top Gun. This year marks the 40th anniversary of the original film, and with Tom Cruise's birthday on July 3rd, we figured it was the perfect excuse to revisit some of the most iconic quotes from the franchise and see what they have to say about your financial life.

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Why Better Questions Build Better Retirements (Part 2)

By |2025-11-24T14:01:43+00:00November 26th, 2025|Podcast|

You’ve heard the saying, “There’s no such thing as a bad question.” But in retirement planning… some questions are definitely better than others. The way you frame your question often determines the quality of your answer and, in some cases, the quality of your retirement. In this second installment, we pick up the conversation and dig even deeper into how asking smarter questions can shape your financial future.

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Why Better Questions Build Better Retirements (Part 1)

By |2025-11-24T13:58:16+00:00November 13th, 2025|Podcast|

Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.

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