Inflation has been a hot topic in financial news over the past few years, but what does it really mean for consumers and investors? In this episode of Finance in a Flash, John and Dave take a step back to break down inflation—what it is, why it matters, and how it can impact your purchasing power and investment strategy.  

On this episode of Finance in a Flash, John sits down with Beacon’s newest team member, Dave Trettel. Tune in to learn more about Dave as he shares insights into his personal life, his professional journey in financial planning, and his experiences since joining the Beacon team.  We hope you enjoy getting to know Dave! 

Portfolio rebalancing is an integral part of the investment management process. On this episode of Finance In A Flash, Chip and John sit down to talk about the concept of rebalancing and discuss the benefits of implementing a portfolio rebalancing strategy.  

On this episode of Finance in a Flash we welcome a special guest to the podcast. Stephanie Murray,  Stephanie is Beacon’s Planning and Operations Manager. Stephanie is an Enrolled Agent—a federally licensed tax practitioner as well as a Certified Financial Planner™.  John and Stephanie sit down and discuss important tax forms, the tax preparation process, and much more! 

On this episode of Finance in a Flash, Chip and John explore why we prefer mutual funds and ETFs versus individual stocks! 

On this episode of Finance In A Flash,  John interviews Beacon's Client Services Representative, Patrick Lamprey. We really hope you enjoy this episode and get to know more about Patrick as he talks about his personal life, how he got into financial planning, and his time here at Beacon so far! 

Getting married is one of the biggest decisions of any persons life. On this episode of Finance in a Flash, Chip interviews John to discuss making financial decision as newly weds.  

For better or worse, the financial decisions that young adults make have an ongoing impact on their lives.  On this episode of Finance in a Flash, Chip and John give some advice to recent graduates on how to build a solid financial foundation.  

Making the decision to retire is a difficult one.  On this episode of Finance in a Flash Chip and John discuss the moving parts, many unknowns and variables that are at play that can impact the outcome and ultimately the probability of a successful retirement.  

On this episode of Finance in a Flash, Chip and John discuss a few situations that might warrant  selling an investment, and some rules of thumb to consider when deciding on whether to sell an investment!