Six Minutes of Wisdom

This month is a special edition of Six Minutes of Wisdom, as we are releasing TWO episodes! The first is with special guest, Michael Antonelli, PWM Market Strategist at Baird. Midterms are on everyone's mind, so Mike, Ross and Cynthia take some time to talk about what that means for our finances.

On this month's episode of Six Minutes of Wisdom, Ross and Cynthia address the current interest rate environment and state of the economy.

Trillions of dollars are expected to change hands over the coming decades, creating the largest wealth transfer the world has ever seen. Listen in to hear Ross and Cynthia discuss this "Great Wealth Transfer" and how financial planning can help to facilitate this transfer.

On this month's episode of Six Minutes of Wisdom, we explore the phenomenon of the "Bank of Mom and Dad". Ross and Cynthia take some time to discuss a recent study that shows how many adults rely on their parents for financial support.

Exciting headlines surrounding topics like AI or certain IPOs can influence our decision-making. On this month's episode of Six Minutes of Wisdom, Ross and Cynthia explore behavioral biases in the context of recent events you've likely seen in the news.

On this month's episode of Six Minutes of Wisdom, Ross and Cynthia take some time to discuss the book "Die with Zero" by Bill Perkins. The book presents a philosophy of spending your money to optimize your life while you're living rather than leaving it behind when you pass away.

With the war in Iran dominating the headlines, Ross and Cynthia take this opportunity to discuss how those headlines may be affecting our thinking.

Have you considered how the timing of withdrawals in retirement might affect your financial plan? On this month's episode of Six Minutes of Wisdom, Ross and Cynthia explore the potential effects of sequence risk and how we can manage it.

On this month's episode of Six Minutes of Wisdom, Ross and Cynthia explore five things you can do to keep your financial plan on track in the new year.