Bite Sized Finance

This Bite Sized Finance podcast episode provides a sneak peek at Huber Financial's women's initiative - Cents of Self. Rob Morrison, CFP® interviews Kim Drake, CFA and Janet Petran, CPA, CFP® about this new initiative.

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

Listen to Ed Cruickshank, CFP®, a wealth manager for Huber Financial interview William Levy, an attorney at Rhoades Levy Law Group who specializes in the legal issues facing small to medium-sized businesses. An informative discussion about the top legal issues facing closely-held business owners.

 

 

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

In the third installment of our 30th Anniversary podcast series, Rob Morrison, CFP® interviews Dave Huber, CFP® about what life was like at Huber Financial from the financial crisis of 2008 through today.

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

Our Chief Investment Officer, Phil Huber, CFP® recaps market performance in the second quarter and first half of 2018.

To read more market commentary about the second quarter of 2018, check out the following links.

Market Commentary - Summer School

2018 Second Quarter Review Slides

 

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

Welcome to episode 32 of the Bite Sized Finance Podcast featuring Robert Mercola, CPA, JD, a partner at The Abrix group, a local public accounting firm. In this episode, Robert Morrison, CFP® has a conversation with Bob Mercola that provides a behind the scenes look at what happens at an accounting firm post-tax season.

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

 

Janet Petran, CPA, CFP® talks to Nancy Siegel, an eldercare expert with Senior Living Experts, about Eldercare basics and how to support the needs of an aging loved one.

If you have questions you'd like to have answered in the next eldercare podcast, please email Martha Conlon, communications manager at [email protected]

Selected quotes from Nancy Siegel:

"Many times, families wait for a crisis to happen, which is not good. I always recommend if you have somebody that you're concerned about, it's better to just know what your next step is going to be so that when you get into a crisis situation, you're not scrambling at the last minute."

"I think people have such a misconception of what a retirement community or an assisted living community is like, especially older people. They think of One Flew Over the Cuckoo's Nest. That's what it's going to be like if you take me out of my home and put me in a place. The truth is that it's such a warm, welcoming, activity-based environment. It's a social model versus a medical model, which is a hospital or a nursing home."

"While you're living in independent living and your health declines a little bit, you can still stay in independent living and get what they call a la carte services. You can contract out services, such as if you're forgetting to take your medicine, you can have somebody come in and remind you two or three times a day."

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

 

We commemorate our anniversary year with part two of our anniversary series. Listen to Rob Morrison, CFP® interview Dave Huber, CFP®, founder and chief executive officer of Huber Financial about what it was like to manage the business through the 1990s and past Y2K.  Dave and Rob reminisce about the markets and how much the financial planning industry has changed.

 

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

Rob Morrison, CFP® and Kim Drake, CFA have a discussion about higher education costs. This episode focuses on getting your child involved in the financing discussion.

Links to resources mentioned in the podcast:

Make Your Kid A Money Genius (Even If You're Not): A Parents' Guide for Kids 3 to 23 

By: Beth Kobliner

Click here to find out more about the book on Amazon.com

 

 

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

With the advent of instant messaging, Amazon Prime and Google, most of us have gotten used to getting what we want in a matter of minutes, if not seconds. But are we losing the fine art of patience? In this episode Rob Morrison, CFP® and Ed Cruickshank, CFP®, talk about how this culture of immediacy may be affecting your investment decisions.

 

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

We're seeing an emerging trend where people phase into their retirement. It's no longer a singular event where you transition from full working to full not-working overnight. We call this new phase of retirement a Victory Lap. In this episode Rob Morrison, CFP® and Ed Cruickshank, CFP® have a conversation about this new retirement trend.

Is a Victory Lap right for you?

Morningstar's Christine Benz interviewed Rob Morrison about the Victory Lap concept. To watch the video, click here.

To read Rob's article about the Victory Lap on Morningstar.com, click here.

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.