Some of us are better at discussing finances than others, however, we’ve all encountered those awkward money conversations that we’d rather avoid altogether. This week on the Mind of a Millionaire podcast, Zak tackles a handful of these difficult conversations and how you can best address each situation.

While the holiday season is still three months away, it’s never too early to begin saving and planning because, let’s face it, the holidays will be here before you know it!

This week Zak takes you inside the September portfolio meeting. This meeting gives all of our advisors the opportunity to get together, discuss, argue, and bounce ideas around.

After months of studying, our very own Zachary Bouck has passed his exam and earned the new designation of Certified Investment Management Analyst (CIMA®). Hear about what that means for our firm and what that means for you!

Zak discusses week two of his grocery budgeting experience. 

One of the highest expenses families face is groceries. Zak has taken on the challenge to cut his family's grocery spending in half without sacrificing quality or enjoyment. Here is an update after week one. 

This week we are lucky to have both Zak and Blair sharing their insights to the August portfolio meeting. Zak and Blair discuss the market in July, the economy, interest rates, and the trade was with China. 

This week, Zak is making a PSA regarding the recent data hack at Capital One and discussing how you can protect yourself against identity theft.

This week, Blair is discussing his tips for making those big seasonal purchases such as boats and RV’s. Before writing the check, listen to this episode and talk with your financial advisor.

This week, Zak is discussing the three financial phases of your life, and more specifically, how you can best address each of the phases. Most people don’t understand how they should approach each of the phases. Well, Zak is here to help!