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Posts Tagged ‘Video’

[Video] It’s Not About The Checklist

[Video] It’s Not About The Checklist MICHELLE SMALENBERGER, CFP® As much as it’s about the checklist, it’s really NOT about the checklist.  We’re really talking about moments with money rather than just checking boxes. Here’s a checklist people commonly have of items they have to complete with their finances: Save Invest what I’m saving Set a Plan Set some…

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[Video] Memorial Day and Memorable Days

[Video] Memorial Day and Memorable Days STEPHEN SMALENBERGER, EA® As we approach Memorial Day I want to stop and think of the those that have served our country and gave their lives for our freedoms.  Their actions have impacted our lives. Just as we remember these people who served, we can recognize many memorable dates…

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[Video] Mother’s Day Appreciation

Mother’s Day Appreciation STEPHEN & MICHELLE SMALENBERGER, EA® & CFP ® For Mother’s day we wanted to create a special video to show appreciation to our moms and share what we’ve learned from them and what they’ve taught us. Michelle’s Lessons Learned: Two things I can think of are hard work and work ethic.  She…

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