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 as we’ll reveal in this episode, the answer is key to making…

Retirement Mistakes

Top 10 Retirement Mistakes to Avoid, Ep #31

Saving for retirement often feels like the biggest and most-talked about goal of financial planning. And while there’s a lot that goes into successful retirement planning – healthcare costs, keeping track of spending, and tax planning – there are some…

Buying A Car, Ep #30

Today we’re talking about one of the larger purchases you can make: buying a car. 90% of consumers say that price is their most important consideration when buying a car, and that negotiating is the most painful part of the process. Big…


Why Fiduciary Matters, ep #29

The word “fiduciary” is being tossed around a lot lately, largely because of the Department of Labor’s oncoming regulations. To help you understand the importance of these developments, we share what fiduciary advisors don’t look like, so you can choose an…

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.

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