3rd and 4th Quarter Planning To-Do List, Part 2

By |2019-09-05T05:00:30+00:00September 5th, 2019|Podcast|

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on. We continue to go through our checklist of items to consider as the year begins to wind down in this follow up conversation to last week's podcast.

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3rd and 4th Quarter Planning To-Do List, Part 1

By |2019-08-22T05:00:58+00:00August 22nd, 2019|Podcast|

As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on. Especially if you are retired, or planning to retire soon. Are you focusing on the right things? Listen to today’s podcast to find out.

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“Fake News” Impacting Your Finances

By |2019-06-20T05:00:11+00:00June 20th, 2019|Podcast|

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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