How to Create a Framework for Navigating Major Financial Decisions, Ep #168

07/11/2022

How do you deal with a major financial or life decision? When this happens there can be many choices that you need to make. Without the right decision-making framework, navigating…

During a Market Downturn, Which One of These 4 Typical Investors Are You? Ep #167

06/27/2022

Chad Smith and Mike Eklund

In a bear market, it can be easy to panic and forget that investor behavior drives results more than choosing the right investments. People tend to be their own worst…

Tax Changes to Consider After the Death of a Spouse, Ep #166

06/13/2022

Grayson Blazek and Chad Smith

Most of us believe we’ll always have more time with our spouse, but when that time is cut short, we’re often left with too many questions and not enough answers.…

Your Game Plan for Volatile Markets, Ep #164

05/16/2022

Chad Smith and Mike Eklund

Stocks are now in a bear market. Rising interest rates mean bonds are having a horrible year. Inflation reached a 40-year high. Headlines like these makes it tough to have…

10 Tax Surprises to Watch Out For, Ep #163

05/01/2022

Chad Smith and Allison Berger

You might have noticed some unexpected surprises when you filed your tax return this year. Since tax planning and preparation is an important part of how we help clients at…

What are the Best Retirement Strategies for Me? Ep #162

04/18/2022

Chad Smith and Cameron Hendricks

Deciding to retire is just the beginning of your retirement decision-making. From tax planning to social security decisions, finding the best strategies for your retirement years requires regular analysis.…

Ways to Retire More Confidently, Ep #161

04/04/2022

Chad Smith and Allison Berger

Many people who listen to retirement podcasts and read financial articles are fantastic savers. If that sounds like you, congratulations! You may have done the hard work to accumulate enough savings…

Retirement Trends You Should Know About, Ep #160

03/21/2022

Chad Smith and Allison Berger

Financial planning is a powerful tool that can help you not only anticipate risks and opportunities but also help you envision your future to ensure that you can retire the…

How to Deal with Concentrated Stocks in Your Portfolio, Ep #157

02/14/2022

Mike Eklund and Chad Smith

Do you have concentrated stocks in your portfolio? You may have inherited stocks from a loved one or maybe you receive stock options as part of your pay structure or…

4 Tips to Help You Prepare for Tax Season, Ep #156

01/31/2022

Chad Smith and Grayson Blazek

Tis the season to prepare your taxes! Whether you do your own taxes or you are gathering information for your tax preparer, you’ll want to make sure that you…

Posts by Chad Smith

How to Create a Framework for Navigating Major Financial Decisions, Ep #168

During a Market Downturn, Which One of These 4 Typical Investors Are You? Ep #167

Tax Changes to Consider After the Death of a Spouse, Ep #166

Your Game Plan for Volatile Markets, Ep #164

10 Tax Surprises to Watch Out For, Ep #163

What are the Best Retirement Strategies for Me? Ep #162

Retirement Trends You Should Know About, Ep #160

How to Deal with Concentrated Stocks in Your Portfolio, Ep #157

4 Tips to Help You Prepare for Tax Season, Ep #156

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