In Episode 18 of “Our 2 Cents On Your Dollar,” we dive into the critical question: Who’s managing your money and building your portfolio? Learn what it takes to expertly handle client portfolios, the role of discretion, and the processes behind effective money management. Discover why understanding your money manager’s approach is key to achieving your financial goals. Don’t miss this insider look at what goes into managing wealth the right way!

In Episode 17 of “Our 2 Cents On Your Dollar,” we explore the core of financial planning (#FP) and why it’s essential for achieving your financial goals. Learn what financial planning really means, how it’s an ongoing, collaborative, and holistic process, and how it can align your finances with your life goals. From budgeting and saving to investing and retirement planning, we share examples of financial goals and strategies to achieve them. Whether you’re starting your financial journey or looking to refine your plan, this episode will help you build a solid foundation for long-term success. Tune in to discover how financial planning can transform your future!

In Episode 16 of “Our 2 Cents On Your Dollar,” we tackle the classic financial dilemma: Should you focus on paying down debt quickly or prioritize investing? Our experts explore key factors like interest rates, potential investment returns, liquidity, and cash flow to help you make the best decision for your financial situation. Learn when it makes sense to pay off debt versus when you might benefit more from investing, and how to strike a balance that supports both your immediate needs and long-term goals. Tune in to find out which strategy can lead to greater financial freedom!