Latest Episodes
2

Setting Financial Goals
When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone...
1

401k’s: The Heart of Retirement Planning
Please join us for our first ever video podcast where we will take a deep dive into a key aspect of financial planning: 401(k)s....
9

Blockchain: Insights from the Experts
When attempting to understand the world of cryptocurrency, it is vital to understand what is arguably it’s most important component: blockchain. In this episode...
8

Cryptocurrency: An Introduction
Cryptocurrency. You’ve heard about it, maybe you even own some, but…what is it? In today’s episode we are joined by special guest Tom Aagaard...
7

Talking with Your Kids About Money
As any parent will tell you, the wellbeing of their children is always at the forefront of their mind. We worry about their future....
6

Interest Rates, Inflation, & Implications for Your Bond Portfolio
You know interest rates are very low, and you’ve heard the rumors. They are expected to rise in the future. So what does this...