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!
Preparing to Transition to Retirement [Video]
In this video, Stephanie Geisler, LPC, discusses how to work through emotions of financial choices of making the transition to retirement.
The Quarterly Advisor: Fourth Quarter 2023
The Quarterly Advisor: Fourth Quarter 2023 | Does Investment Diversification Matter Anymore? | About Recent Podcast Episodes
Podcast Episode 32: Transitions with Emotional and Financial Contexts with Stephanie Geisler
In this episode, Stephanie Geisler, LPC, talks with us about how different life events and transitions will shape our emotions and finances.
Impactful Giving: Tax Strategies and Vetting Charities [Video]
We all want to make a difference with impactful giving. In this video, find out how to evaluate charities and employ tax-efficient strategies.
Podcast Episode 31: From Passion to Action: Becoming a Not-For-Profit with Shelley Nizynski Reese
In this episode Shelley Nizynski Reese, founder of A Better Life for Kids, shares her story of becoming a not-for-profit
Podcast Episode 30: Smart Holiday Shopping
In this episode, we discuss holiday shopping for for kids or adults, creating family traditions, finding bargains, and giving experiences.
What Homebuyers Need to Know About Mortgages [Video]
In this expert of our podcast, Tom Cramer shares his expertise, the current state of the market, and different factors to consider before getting a mortgage.
Podcast Episode 29: Storytime: Adopting from Africa
In this episode, the Meyers shares their journey adopting from Africa and what you should consider if you are adopting.
Insurance Webinar
Our insurance webinar walks you through the basic insurance policies, what you may be missing, and an audience Q&A session.
Does Investment Diversification Matter Anymore?
Investors can be excused for believing that the benefits of diversification no longer matter, as fewer stocks move stock market indexes higher. Does investment diversification matter anymore? This newsletter tests that theory and looks at investment performance in 2023.
Podcast Episode 28: Organizing Your Possessions (or Your Parents!) with Ashley Rapp
In this episode, Ashley Rapp, a professional home organizer, shares how she helps her clients organize their possessions before transitions.
Endorsements for Your Insurance Coverage [Video]
In this excerpt, Ryan Delp, insurance agent with Bradish Associates, breaks down insurance endorsements he looks to add for extra coverage.
