We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
How to Find College Scholarships [Video]
In this video, we break down how to find college scholarships for athletics, academics, geography, merit, and more!
Episode 38: Helping Kids Make College Choices with Nate Bargar
In this episode Nate Bargar a post-secondary counselor, joins us to discuss how to help high schoolers think through their college choices.
Podcast Episode 37: How to Spot Scams and Avoid Financial Fraud
In this episode we want teach you how to spot scams by understanding common tactics, red flags, and what you can do to avoid them.
Navigating Economic Paradoxes
Stock markets and the economy face high levels of uncertainty in 2024. Many economic indicators seem to contradict each other, such as strong economic data just as markets price in aggressive policy easing by the Federal Reserve. We review the key indicators we’re watching closely to help us navigate these economic paradoxes.
Podcast Episode 36: How to Set Your Kids Up For Success
In this episode, we interview Anna Lewis as she shares the opportunities her parents gave her and how they shaped who she became.
Podcast Episode 35: The College Funding Challenge
In this episode, parents and grandparents learn about college funding, reducing the cost and saving up with the updated FAFSA and 529 plans.
Podcast Episode 34: Start with Why: Michelle’s Story
Michelle shares her passion for lifelong relationships with money, what led to starting FDS, and how to start with why.
Time Horizons for Your Investment Goals [Video]
In this video, Rob breaks down what time horizons are, why diversification matters too, and how this strategy works in action.