Episodes

  • Year in Review
    Dec 15 2025

    Tune in to this month's episode of Six Minutes of Wisdom where Ross and Cynthia breakdown what happened in the markets in 2025 and what may be in store for 2026.

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    11 mins
  • Recession Radar
    Nov 19 2025

    Recession odds are frequently brought up in financial news, but what should we be doing with this information? In this month's episode of Six Minutes of Wisdom, Ross and Cynthia discuss the effects of a recession and how investors should react to them.

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    12 mins
  • Taxes with Tim
    Oct 15 2025

    Tune in to this month's episode of Six Minutes of Wisdom where Ross and Cynthia are joined by special guest, Tim Steffen, our Director of Advanced Planning, to break down some of the changes related to the One Big Beautiful Bill Act.

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    18 mins
  • Get Rich Slowly
    Sep 15 2025

    We've all heard a story or two about the next hot investment that's going to make us all rich. On this month's episode of Six Minutes of Wisdom, Ross and Cynthia take the time to instead highlight how long-term, patient investing can be a reliable path to financial success.

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    10 mins
  • Budgeting Without the Breakdown
    Aug 15 2025

    Budgeting is important, but what happens when we become engrossed in the numbers? Listen in to this month's episode of Six Minutes of Wisdom where Ross and Cynthia discuss taking the stress out of a balanced budget.

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    9 mins
  • Let's Talk Money, Honey
    Jul 15 2025

    On this month's episode of Six Minutes of Wisdom, Ross and Cynthia discuss the topic of financial infidelity and the importance of communication in relationships.

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    12 mins
  • Lessons on Inflation
    Jun 17 2025

    On this month's episode of Six Minutes of Wisdom, we are joined by special guest Everett Schoen! Listen in as Ross, Cynthia and Everett explore the effects of inflation on our mindset and decision-making.

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    13 mins
  • 8,000 Days
    May 15 2025

    Each new phase of life comes with a new mindset, new goals, and adjustments to your financial plan. Tune in to this month's episode of Six Minutes of Wisdom where Ross and Cynthia discuss the psychological factors and preparation involved in managing important life events.

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    10 mins