The Topic: Income Taxation

Did you know that various forms of income are taxed differently? Did you know that individuals and trusts/ estates have different tax brackets? On this week’s episode, Caleb and Jason cut through the fog of income taxation. Learn more about how taxes impact your financial plan.

The Topic: Active vs. Passive Investment Strategies

Since the adoption of passive investment strategies in 1975, the debate has been raging. Which is better? Active or passive investing. On this week’s episode, Caleb and Jason discuss the pros and cons of both.

The Topic: Series I Bonds

On today’s show, Caleb and Jason address a question posed by clients in recent weeks. What are Series I Bonds, and do they present an opportunity during inflationary periods? When given the chance to talk about bonds, we couldn’t resist visiting a cocktail made famous by James Bond. You asked for it. Bonds… I bonds.

The Topic: Professional Designations

Have you ever looked at your financial advisor’s business card and wondered what all the letters behind their name means? On today’s show Caleb and Jason discuss some of the most commonly used financial/ professional designations, what they mean, and how they apply to you as a client.

The Topic: A Primer on The Fed and Monetary Policy

Unless you’ve been living under a rock, you’ve heard a lot about the Fed lately. Discussions around if and when to raise interest rates, and by how much have been rampant. You may be wondering “Who is the Fed anyway, and what impact do they have on my finances?”. If so, tune in for these answers and more!

The Topic: 3 Things To Do In A Bear Market

On this week’s episode, Caleb and Jason discuss 3 strategies for taking advantage of bear markets. Stocks usually go up, but when they don’t, there are ways you can still win! When the markets give you lemons, make lemonade!

The Topic: How To Teach Older Kids About Money

This week the older kids are joining the show. We’ll talk about how to teach older kids money concepts like saving, spending, and investing. We get into various types of accounts and savings strategies to set your young adults up for the future!

The Topic: How To Teach Young Kids About Money

Last time we talked about why it is so important to teach kids about money. On this week’s show we’ll talk about how to actually go about teaching young kids. We’ll share fun and practical ideas for introducing younger children to money topics like saving, spending, and giving. Joining the show this week are special guests, Owen, Bernadette, and Max!

The Topic: Keeping Up With The Joneses

What does it mean to keep up with the Joneses? Who are the Joneses anyway, and why do we care about what they think? Are they actually successful or are they broke? On this week’s episode Caleb flies solo and talks about people’s need to keep up the appearance of success. As it turns out, appearances are often deceiving.

The Topic: The Importance of Teaching Kids About Money

The kids are taking over! On this week’s show, Caleb and Jason kick off a new series, “How To Teach Kids About Money”. Over the next couple of weeks, Caleb and Jason will be discussing the importance of teaching kids about money, and how to go about teaching kids of different ages. Joining them this week with some delicious “mocktails” are special guests, Olivia and Titus!