Episodes

Tuesday Jun 03, 2025
Tuesday Jun 03, 2025
This episode provides a market update through May 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Friday May 23, 2025
Friday May 23, 2025
An overview of options and a few common uses.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday May 06, 2025
Tuesday May 06, 2025
This episode provides a market update through April 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Apr 24, 2025
Thursday Apr 24, 2025
Before tossing your 2024 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2025 return.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Apr 03, 2025
Thursday Apr 03, 2025
This episode provides a market update through March 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday Mar 25, 2025
Tuesday Mar 25, 2025
Here are the documents accountant is looking for – and yes still time to impact 2024 tax year.
Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic.
Interested in learning more about our firm? Click here to schedule a call!

Monday Mar 03, 2025
Monday Mar 03, 2025
This episode provides a market update through February 28, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday Feb 25, 2025
Tuesday Feb 25, 2025
Here is a financial framework for those starting their first job – and a refresher for others already working.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday Feb 04, 2025
Tuesday Feb 04, 2025
This episode provides a market update through January 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Jan 23, 2025
Thursday Jan 23, 2025
Here are a few new features effective in 2025 from SECURE Act 2.0. Also note Social Security Fairness Act passed in early January.
Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast.
Interested in learning more about our firm? Click here to schedule a call!