We’ve officially entered a bear market, and the word recession is dominating news headlines. How bad is it? And why is this happening? Furthermore, what should you do to make sure you are in fact, taking advantage of this bear market? In this episode, we talk through the Bear Market Playbook, a proven plan created to help ensure you are strategizing appropriately and putting yourself in a position to best maximize your wealth during times of uncertainty.

We’ve officially entered a bear market, and the word recession is dominating news headlines. How bad is it? And why is this happening? Furthermore, what should you do to make sure you are in fact, taking advantage of this bear market? In this episode, we talk through the Bear Market Playbook, a proven plan created to help ensure you are strategizing appropriately and putting yourself in a position to best maximize your wealth during times of uncertainty.

When you’ve worked hard and your nest egg more than covers your financial goals, you may also want to provide financially for your loved ones. In this episode, we dive into the details of gifting and discuss three key questions you should ask yourself when considering making a financial gift.

When you’ve worked hard and your nest egg more than covers your financial goals, you may also want to provide financially for your loved ones. In this episode, we dive into the details of gifting and discuss three key questions you should ask yourself when considering making a financial gift.

When the stock market takes a dip, it’s hard to ignore the fear that “the sky is falling.” However, investors are well-served when they can harness their emotions and stick to their plan. In this episode, we will review three important principles to cling to during a market downturn.

When the stock market takes a dip, it’s hard to ignore the fear that “the sky is falling.” However, investors are well-served when they can harness their emotions and stick to their plan. In this episode, we will review three important principles to cling to during a market downturn.

When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone has a different idea of what it means to set a “money goal.” In this episode, we discuss how to best approach goals regarding our financial needs, wants, and wishes.

When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone has a different idea of what it means to set a “money goal.” In this episode, we discuss how to best approach goals regarding our financial needs, wants, and wishes.

Please join us for our first ever video podcast where we will take a deep dive into a key aspect of financial planning: 401(k)s. We explore the important features of 401ks, how they’re different from IRAs, and what this all means for you.