Six Financial Resolutions for the New Year
As 2023 approaches, we are reminded that a new year represents a new beginning, bringing new possibilities and opportunities. People worldwide take inspiration from this and make New Year’s resolutions to improve their lives in many areas, including physical health, emotional well-being, finances, quality of life, and spending more time with family and friends. On this podcast, we talk about the psychology behind successfully implementing New Year’s resolutions. We then specifically focus on finances and provide six financial resolutions for 2023 to help you achieve your financial goals.
Market Minute: Airline Travel and Our Economy
How does airline travel inform us about the current state of our economy?
Leaving a Legacy – How to Pass Wealth to the Next Generation
As families get together this holiday season, many of you will be thinking about how to pass wealth to children and grandchildren. On this podcast we discuss the pros and cons of gifting now versus after you are gone, as well as important rules and tax laws you need to know before giving away money or assets.
Market Minute: Inflation and the Consumer Price Index
What does the Consumer Price Index (CPI) tell us about what is currently happening with inflation?
Happy Veteran’s Day! A Special Podcast with Sean Russell
In honor of Veterans Day, we interview Sean Russell, fitness trainer and owner of Russell’s Muscles, and a veteran with over 22 years of service in the United States Army. Sean tells us about his experience in the armed forces and as a veteran, and shares with us valuable life lessons he learned while serving our country. Listen to the podcast to hear Sean’s story and find out how you can thank our veterans for protecting our freedom.
Market Minute: What the GDP Says About the Economy
What does the most recent Gross Domestic Product (GDP) measurement say about the economy?
Cybersecurity: 5 Steps to Stay Safe Online
October is Cybersecurity Awareness Month. We live in an increasingly connected world, yet with added convenience comes additional risk. When using your smartphone or computer, what precautions can you take to be safe when using the internet? On this podcast we will discuss 5 steps to stay safe online with special guest Jeremy Hamblin, Vice President of Business Development at Visory, the premier provider of cybersecurity and IT management for the wealth management industry.
Market Minute: Manufacturing Data and the Economy
What do the current manufacturing numbers tell us about the state of the economy?
Don’t “Fall” Behind on Your Financial Planning
With summer officially over and fall underway, here are some tips to make sure you don’t “fall” behind on your financial planning as the end of the year approaches.
Maximizing Your Income
Are you interested in maximizing your income? Learn about your options and important considerations when trying to maximize your income, no matter what stage in life you are in. From sources of income to taxes, we discuss what you need to know.