Episodes

Thursday Nov 06, 2025
Thursday Nov 06, 2025
This episode provides a market update through October 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 Oct 23, 2025
Thursday Oct 23, 2025
It’s that time of year. Don’t just click on last year’s options - take a closer look and pick up some value.

Thursday Oct 02, 2025
Thursday Oct 02, 2025
This episode provides a market update through September 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 Sep 25, 2025
Thursday Sep 25, 2025
A recent family vacation provided a refreshing “nature bath” and reinforced some fundamental retirement planning concepts.

Wednesday Sep 03, 2025
Wednesday Sep 03, 2025
This episode provides a market update through August 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 Aug 22, 2025
Friday Aug 22, 2025
Here are some financial tips to add to your “packing list” as you head off to college.

Tuesday Aug 05, 2025
Tuesday Aug 05, 2025
This episode provides a market update through July 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 Jul 18, 2025
Friday Jul 18, 2025
The tax bill signed into law July 4th will impact everyone starting in 2025. Which features and size of impact depends on income and other items.
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 Jul 02, 2025
Wednesday Jul 02, 2025
This episode provides a market update through June 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!

Monday Jun 23, 2025
Monday Jun 23, 2025
Less than 10 years before Social Security and Medicare Trust Funds hit $0. Then mostly payroll taxes only will be available to cover promised benefits. Here is a financial 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!



