This episode features Roger and Jake explaining the basics about all 4 types of Medicare enrollment and what you need to be aware of to ensure that your coverage matches your needs.

On this episode of the Life & Finance Together podcast, you'll hear from Roger and Jake about a very important subject here at our firm - beneficiary planning. We care deeply about ensuring that your beneficiaries are documented accurately and reviewed often so your financial goals and plans are met even after you're gone.

This episode features Roger and Jake explaining the basics about all 4 types of Medicare enrollment and what you need to be aware of and watch for to ensure that your coverage matches your needs.

In this episode of the Life & Finances Together Podcast, Roger and Jake break down the meaning of risk-adjusted return and how it relates to financial planning.

In this episode, Roger and Kent County Toys for Tots representative Jeff DeJonge talk about Jeff's 27-year history with the organization, the impact Toys for Tots has had on Kent County, and how we can help share in the season of giving.

In this episode, Roger talks with Bob Golm, a 40-year veteran of the insurance industry, about coverage considerations, Medicare, and more!

In this episode of the Life & Finances Together Podcast, Roger and Jake address some of the things that investors could miss when deciding to do a Roth conversion and why it's so important to do the math.

In this episode Roger talks about all things P&C insurance with the Insurance Twins from Boer Insurance. They address everything from common mistakes with homeowners and auto insurance to the changes in roofing coverage that may require you to save more for that repair or replacement. They have a lot of excellent information to share!

In this episode, Roger speaks with special guests Wendy Wigger and Shawn Campbell of Gilda's Club Grand Rapids, about this special organization and opportunities to learn more about all of their free programming!

In this episode of the Life & Finances Together podcast, Roger shares the math behind the S&P 500 index and talks about what to listen for when you hear it mentioned in the news.