In this very special and fun episode, we talk about our favorite Christmas movies along with financial and life lessons.

Rob welcomes very special guest, Tim Madden, a Detective with the Naperville Police Financial Crimes unit. They discuss financial crimes and what to look out for.

We've got a fun one for you! In this episode we talk about the top dos and don'ts for Thanksgiving gatherings, from what to bring to how to handle tricky family dynamics. Tune in to ensure a stress-free and enjoyable Thanksgiving for everyone!

Join us for a deep dive into the current market landscape with Mike Binger, president of Gradient Investments. Mike will share his expert insights on recent market trends, potential investment opportunities, and strategies to navigate through economic uncertainty. Tune in to gain valuable knowledge and actionable advice to protect and grow your wealth.

In this episode, we delve into the key differences between the accumulation and distribution phases of your financial journey. We'll discuss how to effectively save and invest during your working years to build a solid financial foundation. Then, we'll explore strategies for managing your wealth in retirement to ensure a comfortable and secure future.

In this episode, we sit down with Jeremy Bryan, a seasoned Senior Portfolio Manager, to delve into the world of portfolio management and investing strategies. Jeremy shares his insights on diversifying investments, risk management, and the importance of a long-term investment horizon. Tune in to learn how you can build a robust investment portfolio that aligns with your financial goals.

Navigating the complex world of personal finance can be daunting. In this episode, we delve into the importance of finding a trusted financial advisor. We'll discuss key questions to ask potential advisors, red flags to watch out for, and how to build a long-lasting, fruitful partnership.

In this episode, we delve into the critical importance of regularly reviewing your beneficiaries. Discover why it's essential to update your beneficiary designations to reflect life changes, such as marriage, divorce, or the birth of children. Learn about the potential consequences of outdated beneficiaries and how to ensure your assets are distributed according to your wishes.

In this episode, we delve into the complexities of Medicare planning. Discover how to navigate the various Medicare options, understand the enrollment deadlines, and learn strategies to optimize your coverage while minimizing costs. Join us as we break down the Medicare landscape and help you make informed decisions for your retirement years.

Rob welcomes Stacey Wahlberg, president of Cal's Angels. They educate the public about the realities of pediatric cancer, helping to foster greater understanding and support for affected children and their families. Join us in spreading the word and making a difference in the fight against pediatric cancer!