Bite Sized Finance

Bite Sized Finance

By Huber Financial Advisors, LLCBusinessInvesting
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Bite Sized Finance episodes

  • 2017 New Year’s Resolutions for Women (EP5)
    Happy New Year everyone! In this episode, Martha Conlon (Communications Manager); Kim Drake, CFA (Wealth Advisor) and Janet Petran, CPA, CFP® (Wealth Advisor) talk about their ideas for new year's resolutions for women.

    Below is a link to M Secure, the password manager that Janet mentioned during the podcast.

    Click here to visit the M Secure password protector website

     
    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.
    8 min
  • Fourth Quarter 2016 Review (EP4)
    Howard Marks - Oaktree Capital Link

    https://www.oaktreecapital.com/docs/default-source/memos/expert-opinion.pdf

    Extended recording of Rob Morrison and Phil Huber's Conversation about the year 2016

    https://huberfinancial.com/2016-year-forecasts-died/
    5 min
  • New Year’s Resolutions (EP3)
    It's that time of year where everyone is talking about their New Year's resolutions. In this episode listen to Rob Morrison, president of Huber Financial, Ed Cruickshank, wealth advisor and Martha Conlon, communications manager talk about their resolutions for 2017.
    Link to the Mint Budgeting Application:

    www.mint.com

    Rocks, Pebbles and Sand Story:
    https://www.youtube.com/watch?v=v5ZvL4as2y0
    List of books from Ed Cruickshank:
    Shadow Divers: The True Adventure of Two Americans Who Risked Everything to Solve One of the Last Mysteries of World War II  By: Robert Kurson

    By: Robert Kurson

    http://amzn.to/29TlqMP



    The Wayfinders: Why Ancient Wisdom Matters in the Modern World (CBC Massey Lecture)

    By: Wade Davis

    http://amzn.to/29sDbip



    When Breath Becomes Air

    By: Paul Kalanithi 

    http://amzn.to/29OShUF



    The Most Important Thing: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing)

    By: Howard Marks

    http://amzn.to/2a3F9b9



    The Boys in the Boat: Nine Americans and Their Epic Quest for Gold at the 1936 Berlin Olympics

    By: Daniel James Brown

    goo.gl/7vNIfVcontent_copy



    1491 (Second Edition): New Revelations of the Americas Before Columbus

    By: Charles C. Mann

    http://tinyurl.com/z9yzlnd



    Curated Clarity: To receive monthly emails with links to suggested articles and blog posts from Huber Financial, click here.
    0 min
  • The Winning Portfolio (EP2)

    Have you been looking for the winning portfolio or thought about what it might look like? In this episode, Rob Morrison, president of Huber Financial Advisors and Martha Conlon, communications manager talk about their ideas about the winning portfolio.

    6 min
  • Stay In Your Seat (EP1)

    What does staying in your seat during a Blackhawks' game have to do with investing? Listen to Rob Morrison, president of Huber Financial Advisors and Ed Cruickshank, wealth advisor, discuss what this has to do with investing.

    6 min
  • Welcome to Bite Sized Finance (EP0)

    Bite-sized finance is where the proverbial rubber hits the road. Each episode will only take a few minutes of your time, but will leave you with some actionable, easy to understand advice. And will hopefully entertain you at the same time. That’s what we’re focused on and that’s what this podcast is all about—mindful meditations on the small but truly important elements of money and finance. We’re confident many of them will surprise you and hopefully change your perspective on what matters most in your money matters.

    2 min

About Bite Sized Finance

From the publisher's feed

Each episode of Bite Sized Finance will only take a few minutes of your time, but will leave you with some actionable, easy to understand investing advice. And will hopefully entertain you at the same…