It’s important to ask the right questions before partnering with an advisor.  On this episode, we answer all 7 of the "Interview Questions" recommended by Dave Ramsey:

The Dow recently set (another) record, closing at 27,359.16.  Curious what should you do?  With the market's near all-time highs, it's crucial to keep emotions in check and remain focused on your objectives.  Here is some timely perspective to help identify the essentials.

There are some basic aspects of financial life that everyone should have a good handle on.  We've made some of our powerful financial tools available for free because we believe everyone deserves access to them.  On this episode, we discuss three key features and explain how anyone can take control and start using them now.

Wishing you a fun and safe 4th of July!  Here are a few fun facts about the holiday just in time for conversations at the family BBQ.

Traveling this summer?  Here are 5 tips to help you get by with just a carry-on.  

Air travel is stressful.  While some stress may be unavoidable, like the long lines at security, other sources of stress, like dealing with luggage check-in and baggage claim, can be reduced.  If you think checking in luggage for your two-week vacation is inescapable, think again.  We discuss some ideas to help you get by with just a carry-on and by-pass the hassles (and fees) of checking in luggage.

Tommy read 3 really good (dare we say essential) books in 3 weeks and discusses the highlights and how they were indirectly connected.  Tune in for our first Essential Reading book review!  Authors: James Clear, Cal Newport, and Laura Vanderkam.

We get a lot of financial questions.  A lot.  One of the most frequent questions is something like "what do we think about Dave Ramsey" and "do you agree with his financial philosophies?"  Want to know where we stand?  Have a listen.

Summer is almost here and for many folks, that means V-A-C-A-T-I-O-N.  Here are two destinations to consider now and to definitely put on your "Life List."