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!
What’s Next for Stocks and Bonds in 2025?
2024 was a great year for stock investors. But there is a growing chorus of investors who think the rally has gone too far. With two strong years in a row for stocks, investors are asking What’s In Store for Stocks and Bonds in 2025?
Episode 57: The Secret to Holiday Hosting with Chris and Kathy
In this episode, Chris and Kathy share how they do holiday hosting, as well as a few stories and lessons learned from across the years.
Episode 56: Start with Why: Steve’s Story
In this episode, we interview Steve, our tax specialist, about caddying, starting his own company, and training new accountants.
How to Pay Yourself as a Business Owner [Video]
In this video, we explain how to pay yourself as a business owner from distributions, benefits, and deductions, based on legal structure!
Episode 55: What the Election Results Mean for Your Finances
In this episode, we talk though what election results mean for your money through historical market trends and potential financial policies.
How to Care for Aging Parents in the Hospital [Video]
In this video, an ICU nurse shares how to care for aging parents while in the hospital and transitioning to the next care facility.
Episode 54: So, You Want to Start a Business
In this episode, we break down the financial side of how to start a business; from the funding, to distributions, and tax deductions!
Lowering Your Auto Insurance Costs in 2024 [Video]
In this video, an insurance agent talks about ways to lower your auto insurance costs, especially for parents with youthful drivers!
Episode 53: Healthcare for Aging Parents with Leah McNamara
In this episode, an ICU nurse, shares her story and the options you have for finding the right healthcare for aging parents and your budget.

