Bite Sized Finance

Online shopping through a cell phone or laptop has become a normal part of our lives. Some prefer to shop from the comfort of their family room couch while others take care of their online errands at a local cafe. Wealth Manager Kim Drake, CFA and Paulina Iantchev, a senior client service associate, talk about some helpful tips on how to protect your identity.

 

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 this episode, Will Gunlicks, CFP® interviews our guest, Michael Rhoades, an estate planning attorney, about common estate-planning pitfalls and how to avoid them.

Mike earned his law degree from Chicago-Kent College of Law. He obtained a Masters of Law in Taxation from Georgetown University, which gives him a holistic view of his clients' estate planning needs.

You can find out more information about Rhoads & Levy Law Group P.C. at http://www.rhoadeslevylaw.com.

 

 

Guests who speak on this podcast express their own opinions, experience and conclusions and not those of Huber Financial. Huber Financial Advisors, LLC is a registered investment advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with Securities laws and regulations. Huber Financial does not render or offer to render personalized investment or tax advice through the Bite Sized Finance Podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

In this episode, Rob Morrison, CFP® and Bob Witt, CFP®, RICP® talk about recent market volatility and how it may affect retirees--especially those who are recently retired. Bob Witt talks about "The Bucket Approach" to retirement planning and how it works.

 

In this episode, Dave Huber, CFP®, founder and chief executive officer of Huber Financial and Rob Morrison, CFP® talk about the early days of Huber Financial. Dave reminisces about what it was like to start Huber Financial in 1988 and his early experiences starting the firm through the 90s.

This is the first of three 30th Anniversary Editions of Bite Sized Finance. The episodes will look at Huber Financial's history, which parallel the start of the independent financial planning movement.

Rob Morrison, CFP® and Phil Huber, CFA, CFP® look back over the last year and what happened with the markets and some other notable topics such as the rise of cryptocurrency.

To see Phil's blog post about the bond market that is referenced in the podcast, click on the link below.

bps and pieces - Groundhog Rates

To visit bps and pieces, click here.

In today's episode, Rob Morrison, CFP® and Ed Cruickshank, CFP® talk about the fascinating field of behavioral finance, which is still relatively new. They will have a conversation about two particular biases -- familiarity and overconfidence. Both can tend to skew our behavior in investing, but awareness is the key to successfully overcoming them.

Have you been thinking about how the new tax code may affect your financial situation? In this episode, our in-house tax expert, Pete Doyle, CPA/PFS, CFP® and Ed Cruickshank, CFP® will provide a high level discussion of the new legislation and the possible impact it might have on your finances.

For more information, check out the following blog post titled, Making Sense of the New Tax Code.

Andrew Musbach, CFP® and Ed Cruickshank, CFP® talk about some of the best ways that investors can give back to their favorite causes. In this episode, you'll learn about donor-advised funds and other tax-efficient strategies for charitable giving.

Resources:

Fidelity Investments: Tear-End Strategies for Charitable Giving - Consider these 5 tax‐savvy ways to make your giving go further this year.

https://www.fidelity.com/viewpoints/personal-finance/charitable-tax-strategies

Click on the link below to read more resources from Vanguard Charitable.

https://www.vanguardcharitable.org/resource_center/strategic_giving

 

It's that time of year again. Tax season is upon us and today our in-house tax expert Pete Doyle, CPA/PFS, CFP®  will talk about year-end tax strategies with Ed Cruickshank, CFP®.

We're in the final quarter of 2017, a market that has surprised many of us. With its continued march upward the media and almost anybody you want to talk to seems to have a similar question on their minds and lips, which is, "We're at all-time market highs. How much higher will this one go?" In this episode, Rob Morrison, CFP® and Ed Cruickshank, CFP® have a conversation about the current bull market.