Episodes

Friday Jul 03, 2026
Friday Jul 03, 2026
This episode provides a market update through June 30, 2026! 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 Jun 19, 2026
Friday Jun 19, 2026
SS and Medicare Trust Funds are projected to hit $0 in less than eight years. Payroll taxes will continue, but only cover 83% and 89% of benefits. Here is an overview of these programs in a Q&A format.
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 Jun 02, 2026
Tuesday Jun 02, 2026
This episode provides a market update through May 31, 2026! 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 22, 2026
Friday May 22, 2026
Before moving your 2025 tax return to the electronic file, take a look at some key lines to guide 2026 tax planning.
Head over to my recent blog post for more information, including visuals to walk you through this blog.
Interested in learning more about our firm? Click here to schedule a call!

Thursday May 07, 2026
Thursday May 07, 2026
This episode provides a market update through April 30, 2026! 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 23, 2026
Thursday Apr 23, 2026
Here is a financial framework for those starting their first job – and a refresher for others already working.
Head over to my recent blog post for more information, including visuals to walk you through this blog.
Interested in learning more about our firm? Click here to schedule a call!

Tuesday Apr 07, 2026
Tuesday Apr 07, 2026
This episode provides a market update through March 31, 2026! 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 Mar 19, 2026
Thursday Mar 19, 2026
Free money is good – from both Treasury and individual donors – but be sure to consider existing alternative accounts for new deposits.
Head over to my recent blog post for more information, including visuals to walk you through this blog.
Interested in learning more about our firm? Click here to schedule a call!

Thursday Mar 05, 2026
Thursday Mar 05, 2026
This episode provides a market update through February 28, 2026! 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!

Wednesday Feb 25, 2026
Wednesday Feb 25, 2026
The key documents your accountant needs – and yes, there is still time for contributions to impact the 2025 tax year.



