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I’m Adam, with 15 years as a financial planner, and alongside Joe, who’s got 30 years under his belt, we’re diving into why financial planning isn’t just a buzzword—it’s your lifeline.
In our first episode, we unpack it all: budgeting, saving, crushing debt, securing your retirement, managing risks, and even planning your legacy. We’re tackling today’s wild economy and the Fed’s rate hikes shaking things up. High market valuations? Volatility? We’ve got you covered with strategies to ride the waves and win long-term. Stick around for a real-life case study that proves a solid plan can change everything.
Hosted by Adam Stalnaker & Joe Kovach, partners at Rockport Wealth. Visit rockportwealth.com for financial and life planning insights. Follow us on LinkedIn: https://www.linkedin.com/company/rockportwealthadvisors/. Rate and subscribe!
By AdamI’m Adam, with 15 years as a financial planner, and alongside Joe, who’s got 30 years under his belt, we’re diving into why financial planning isn’t just a buzzword—it’s your lifeline.
In our first episode, we unpack it all: budgeting, saving, crushing debt, securing your retirement, managing risks, and even planning your legacy. We’re tackling today’s wild economy and the Fed’s rate hikes shaking things up. High market valuations? Volatility? We’ve got you covered with strategies to ride the waves and win long-term. Stick around for a real-life case study that proves a solid plan can change everything.
Hosted by Adam Stalnaker & Joe Kovach, partners at Rockport Wealth. Visit rockportwealth.com for financial and life planning insights. Follow us on LinkedIn: https://www.linkedin.com/company/rockportwealthadvisors/. Rate and subscribe!