How to Pick The Best Retirement Plan for Your Small Business, Ep# 41
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Picking out a small business retirement plan can be daunting. This is…
Posts by Chad Smith
Make these Financial Moves in Your 40s – Ep# 40
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Once you hit your 40s, it becomes more important than ever to…
Episode 39 – 7 Insider Tips for Picking Your Best College
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. It doesn’t get much more stressful than preparing your child for college.…
Episode 38 – Things You KNOW But Don’t DO
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. You know those things you tell yourself you should do – eat…
Lucky List of 13 Summer Reads, Ep #37
There’s always more to learn when it comes to the world of finance. A great way to squeeze in some extra know-how this summer is through reading. So on this…
Money Can Buy Happiness, Ep# 36
When was the last time you asked yourself: what purchases have I made in the last month that really made me happy? It might sound like a silly question, but…
Episode 35 – How Should I Withdraw My Pension?
How you take your retirement pension can be a more consequential decision than many people realize. The debate over whether to take your pension as a lump sum or as…
Episode 34 – Finances and Your Family
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. We are so excited to welcome back Cameron Hendricks to the Financial…
Episode 33 – 5 Things to Know Before Investing in Real Estate
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Real estate investing can be tempting for many reasons, but we often…
Teaching Your Kids About Money, Ep #32
Everyone has a unique road to financial literacy. One common trait we all share is that we hope to pass our wisdom on to the next generation, and that they…
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We break down some of the most important questions we are asked on a regular basis.