Podcast

Prince’s Estate Issues Underscore the Importance of a Will

05/23/2016

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher. Music legend Prince died at age 57 this year,…

Graduation Gifts That Make a Real Difference

05/16/2016

Chad Smith and Mike Eklund

Think back to those wonderful days leading up to your graduation. Your time was likely spent attempting to secure a job, celebrating with friends and family and receiving gifts. But…

Don’t Be an Average Investor, Ep #9

04/26/2016

Chad Smith

When signing up our daughter for soccer, I immediately began daydreaming about how she would dominate all the other 5 year-olds on the field. Not sure why my imagination started…

How to Save Money Without Disrupting Your Lifestyle, Ep #5

04/11/2016

Mike Eklund and Chad Smith

What if you could save an additional $1,500 each year? After 30 years you would have $119,000, assuming the money was invested and you got a 6% return. That $1,500…

Are You Missing Tax Opportunities?

03/28/2016

Chad Smith and Mike Eklund

I’m not sure about you, but we haven’t met many people that wouldn’t love to lower their tax payments. As we move in to the heart of tax season, do you…

The Benefits of Working with a Younger Financial Advisor, Ep #8

03/14/2016

Cameron Hendricks

If we look like we could be your son or daughter, then you are likely on the right track to finding a financial advisor to form a relationship with. While…

Why Monitoring Goals Matters Most, Ep #4

02/02/2016

Chad Smith and Mike Eklund

So many of us get charged up and rattle off an impressive list of goals but then struggle to follow through. The disconnect between creating and accomplishing is where life change…

How Much is a Financial Advisor Worth? Three Percentage Points According to Vanguard, Ep #2

01/06/2016

Mike Eklund

Is a financial advisor’s fee worth it? Couldn’t you do better job managing your own investments and avoiding that cost? According to Vanguard, the leader in do-it-yourself (DIY) investing, they…

Am I Saving Enough? Here’s How to Tell, Ep #1

12/16/2015

Chad Smith

During our first meeting, a 55-year-old couple asked, “How do you think we’re doing for people our age? Are we saving enough?” This is a good question, one I’m often…

Podcast

Prince’s Estate Issues Underscore the Importance of a Will

Graduation Gifts That Make a Real Difference

Don’t Be an Average Investor, Ep #9

How to Save Money Without Disrupting Your Lifestyle, Ep #5

Are You Missing Tax Opportunities?

The Benefits of Working with a Younger Financial Advisor, Ep #8

Why Monitoring Goals Matters Most, Ep #4

How Much is a Financial Advisor Worth? Three Percentage Points According to Vanguard, Ep #2

Am I Saving Enough? Here’s How to Tell, Ep #1

Download our 5 Questions to Ask Your Financial Advisor eBook

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Do you know the right questions to ask when you sit down with a financial planner?