Category: Podcast

Podcast

April 3, 2017

Buying A Car, Ep #30

Podcast

March 16, 2017

Why Fiduciary Matters, ep #29

PodcastTake Charge of your Finances

March 6, 2017

Episode 27 – A Financial Advisor’s Top 10 Investment Lessons Learned

Podcast

February 21, 2017

Navigating Elder Care, Ep# 28

Podcast

January 30, 2017

How to Achieve Your New Year’s Resolutions, Ep #26

Podcast

December 19, 2016

Episode 25: 10 Tips for More Tax Savings

PodcastTake Charge of your Finances

December 5, 2016

Episode 24: Invest Your Year-End Bonus all at Once?

Podcast

November 21, 2016

Best Ways to Stop Financial Procrastination, Ep #23

PodcastTake Charge of your Finances

October 29, 2016

Don’t Fail In Retirement, Ep #22

Podcast

October 11, 2016

Episode 21: Why The Word Fiduciary Matters For Business Owners Using A 401k

Podcast

September 27, 2016

Episode 20: Surprising Stats About Investing in Your 401k

Podcast

September 14, 2016

Do You Know Your Financial Fitness?

Podcast

August 22, 2016

My FPA NexGen Gathering Experience

How We See ItPodcast

July 18, 2016

What to Know About Your Portfolio – 2nd Quarter 2016

Podcast

July 4, 2016

It’s The Little Things, Ep #12

PodcastTake Charge of your Finances

May 23, 2016

Prince’s Estate Issues Underscore the Importance of a Will

PodcastTake Charge of your Finances

May 16, 2016

Graduation Gifts That Make a Real Difference

PodcastTake Charge of your Finances

April 26, 2016

Don’t Be an Average Investor, Ep #9

PodcastTake Charge of your Finances

April 11, 2016

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

PodcastTake Charge of your Finances

March 28, 2016

Category: Podcast

Buying A Car, Ep #30

Why Fiduciary Matters, ep #29

Episode 27 – A Financial Advisor’s Top 10 Investment Lessons Learned

Navigating Elder Care, Ep# 28

How to Achieve Your New Year’s Resolutions, Ep #26

Episode 25: 10 Tips for More Tax Savings

Episode 24: Invest Your Year-End Bonus all at Once?

Best Ways to Stop Financial Procrastination, Ep #23

Don’t Fail In Retirement, Ep #22

Episode 21: Why The Word Fiduciary Matters For Business Owners Using A 401k

Episode 20: Surprising Stats About Investing in Your 401k

Do You Know Your Financial Fitness?

My FPA NexGen Gathering Experience

What to Know About Your Portfolio – 2nd Quarter 2016

It’s The Little Things, Ep #12

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?