The Financial Advocate

By Colin Meeks

Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancial... more

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FAQs about The Financial Advocate:

How many episodes does The Financial Advocate have?

The podcast currently has 109 episodes available.

The Financial Advocate episodes:

September 17, 2025 MFA PODCAST 8 Planning Made Easy - A Case Study
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14min
September 03, 2025 MFA PODCAST 7 Our Top 9 Questions We Ask In Planning Meetings
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14min
August 20, 2025 MFA PODCAST 6 Retirement Income Planning Simplified
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14min
August 06, 2025 MFA PODCAST 5 The Mid Year Planning Review - Just A Normal 6 Months
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14min
July 23, 2025 MFA PODCAST 4 How To Review Your Investment Plan In 10 minutes or less
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. ETFs trade like stocks, are subject to investment risk, fluctuate in market value, and may trade at prices above or below the ETF's net asset value (NAV). Upon redemption, the value of fund shares may be worth more or less than their original cost. ETFs carry additional risks such as not being diversified, possible trading halts, and index tracking errors.
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12min
July 09, 2025 MFA PODCAST 3 Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process.

Click on the following link to review our 3 step planning process guide. Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process
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14min
June 18, 2025 MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less
Don't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.
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10min
June 03, 2025 MFA PODCAST 1 The Only Annuity I Use in Financial Planning
Listen in for a quick 10 minute breakdown of why there's only 1 type of annuity we use in the financial plans we do for our clients.
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12min
August 15, 2020 Planning for the Highly Compensated
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38min
July 23, 2020 Teaching Children Financial Literacy
This video is about Teaching Financial Literacy to Children. Sam and I are both financial literacy advocates and we both agree that you can't start early enough. Sam has some great ideas for teaching financial literacy and competency at an early age. It is important to remain positive and keep it simple when starting out. I hope you enjoy!

Check out Sammy Rabbit below:

https://sammyrabbit.com/
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37min

FAQs about The Financial Advocate:

How many episodes does The Financial Advocate have?

The podcast currently has 109 episodes available.