Are You Making These Ten Tax Return Mistakes? Ep #55
On this episode, we’re getting you ready for tax time. We’ve been helping clients review their taxes for many years and have devised patterns of the most missed items to…
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It’s March Madness! Our Top 8 Big Financial Decisions, Ep #54
On this episode, we’re jumping into the March Madness spirit by seeding some of your biggest financial life decisions. We have weeded through all the challenging financial decisions that you…
Do I Really Need a Financial Advisor?, Ep #53
On this episode, we explore the question: Do you need a financial advisor? This can be a complicated question, and the answer isn’t the same for everyone. We weigh the…
What Investment Decision Process Should You Implement? Ep #52
 When it comes to investments, too many people take a haphazard approach when what they need is an investment decision process that makes the most of a number of…
Ep 51 – Financial Savvy For Women: The Top 10 Tips, with Allison Berger, CFP® and Grace Kvantas, CFP®
Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this…
Your Ultimate New Year Financial Checklist, Ep# 50
Checklists make life easier. Research has demonstrated the value of checklists in all industries from medicine to construction. Often our financial to-do lists are scattered tasks we think about often…
How Tax Reform May Impact You, Ep #49
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. As we approach year end, we are also closing in on…
Ep 48 – Making Better Decisions with the Laws of Wealth
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. We read, write and talk a lot about better ways to…
Why Do I Need an HSA?, Ep #47
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. One of the most asked questions we hear centers around the…
Ep 46 – What Tax Strategies Am I Missing?
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. Near tax time each year, do you find yourself wondering what…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.