Market in Motion: Uncovering Mid-Year Trends & Navigating the Future with Nate Ecoff, CFA (EP. 12)
On this month's show, Sam and Ali welcome Nate Ecoff to the podcast to discuss the evolving nature of the market, sharing insights and potential strategies to help navigate mid-year challenges and opp...
28 Jun 202341min
What the Finance - Assessing the State of the Market
In this episode of What the Finance, Ali delves into mid-year market trends, sharing valuable insights to empower your financial decision-making.
14 Jun 20238min
Preserving Dignity: The Power of Long-Term Care Planning and Elder Law (EP. 11)
On this month's show, Sam and Ali welcome Jennifer Derby to the podcast to discuss the intricacies of Long-Term Care Planning and Elder Law, uncovering essential insights and strategies to navigate th...
31 Mai 202339min
What the Finance - Pros & Cons of 529 Plans
In this episode of What The Finance, our own Sam Spitzer, CFP® discusses the advantages and disadvantage of Section 529 Plans, and the role they can play in a family's financial plan.
17 Mai 202312min
Why Diversification Matters (EP. 10)
On this month's show, Sam and Ali discuss the key elements of portfolio construction when facing market volatility and economic uncertainty.Callan Periodic Table:https://www.callan.com/research/2022-c...
26 Apr 202328min
What The Finance - Are I Bonds Still Attractive?
In our first episode of What The Finance, our new short-form monthly podcast, our own Ali Swart, CFP® discusses whether I Bonds may be an attractive investment in the current market environment.
12 Apr 20239min
Top 3 Tips for Optimizing Your Business Sale with Ashley Wagner (EP. 9)
On this month's show, Sam and Ali welcome Ashley Wagner to the podcast to discuss what business owners can do today to help maximize value when preparing to sell their business, and what life may look...
29 Mar 202333min
Creating Liquidity for your Life, Legacy, and Charitable Intentions with Warren McGuire (EP. 8)
On this month's show, Sam and Ali welcome Warren McGuire to the podcast to discuss the unique ways life insurance can be used to create liquidity to fund lifestyle, legacy, and charitable needs.Blog P...
22 Feb 202337min
