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.

Tune in to this month's episode of Six Minutes of Wisdom where Ross and Cynthia breakdown what happened in the markets in 2025 and what may be in store for 2026.

Recession odds are frequently brought up in financial news, but what should we be doing with this information? In this month's episode of Six Minutes of Wisdom, Ross and Cynthia discuss the effects of a recession and how investors should react to them.

Tune in to this month's episode of Six Minutes of Wisdom where Ross and Cynthia are joined by special guest, Tim Steffen, our Director of Advanced Planning, to break down some of the changes related to the One Big Beautiful Bill Act.

We've all heard a story or two about the next hot investment that's going to make us all rich. On this month's episode of Six Minutes of Wisdom, Ross and Cynthia take the time to instead highlight how long-term, patient investing can be a reliable path to financial success.

Budgeting is important, but what happens when we become engrossed in the numbers? Listen in to this month's episode of Six Minutes of Wisdom where Ross and Cynthia discuss taking the stress out of a balanced budget.

On this month's episode of Six Minutes of Wisdom, Ross and Cynthia discuss the topic of financial infidelity and the importance of communication in relationships.

On this month's episode of Six Minutes of Wisdom, we are joined by special guest Everett Schoen! Listen in as Ross, Cynthia and Everett explore the effects of inflation on our mindset and decision-making.

Each new phase of life comes with a new mindset, new goals, and adjustments to your financial plan. Tune in to this month's episode of Six Minutes of Wisdom where Ross and Cynthia discuss the psychological factors and preparation involved in managing important life events.