Mike Pruitt, CFP®,RICP® talks about simplifying some rules of personal finance to fit on an index card.

Creating Your Index Card Financial Plan

The team at MBE Wealth Management operates as an SEC Registered Investment Advisor.  We proudly operate as a fiduciary in 6 locations throughout Wisconsin: Baraboo, Reedsburg, Wisconsin Dells, Tomah, Sun Prairie, and Wausau.  

The goal of this podcast is to help our listeners learn the 'language of money' and better understand financial topics from the basics of investing to technical knowledge as well as some insight into behavioral finance.

We hope you enjoy the show and if you have any questions or comments, please send them to info@mbewealth.com.

Business

The team at MBE Wealth Management operates as an SEC Registered Investment Advisor. We proudly operate as a fiduciary in 6 locations throughout Wisconsin: Baraboo, Reedsburg, Wisconsin Dells, Tomah, Sun Prairie, and Wausau. The goal of this podcast is to help our listeners learn the 'language of money' and better understand financial topics from the basics of investing to technical knowledge as well as some insight into behavioral finance. We hope you enjoy the show and if you have any questions or comments, please send them to info@mbewealth.com.

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Creating Your Index Card Financial Plan

Creating Your Index Card Financial Plan