Episodes

  • #87 - Market Update August 31, 2025

    #87 - Market Update August 31, 2025
    Sep 3 2025

    This episode provides a market update through August 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

    Interested in learning more about our firm? Click here to schedule a call!
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    16 mins
  • #86 - College Financial Tips for both Parents and Students

    #86 - College Financial Tips for both Parents and Students
    Aug 22 2025

    Here are some financial tips to add to your “packing list” as you head off to college.
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    23 mins
  • #85 - Market Update July 31, 2025

    #85 - Market Update July 31, 2025
    Aug 5 2025

    This episode provides a market update through July 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

    Interested in learning more about our firm? Click here to schedule a call!
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    18 mins
  • #84 - Summary of New Tax Bill (OBBBA)

    #84 - Summary of New Tax Bill (OBBBA)
    Jul 18 2025

    The tax bill signed into law July 4th will impact everyone starting in 2025. Which features and size of impact depends on income and other items.

    Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

    Interested in learning more about our firm? Click here to schedule a call!
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    27 mins
  • #83 - Market Update June 30, 2025

    #83 - Market Update June 30, 2025
    Jul 3 2025

    This episode provides a market update through June 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

    Interested in learning more about our firm? Click here to schedule a call!
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    26 mins
  • #82 - Social Security and Medicare Funding Status

    #82 - Social Security and Medicare Funding Status
    Jun 23 2025

    Less than 10 years before Social Security and Medicare Trust Funds hit $0. Then mostly payroll taxes only will be available to cover promised benefits. Here is a financial overview of these programs in a Q&A format.

    Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

    Interested in learning more about our firm? Click here to schedule a call!
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    28 mins
  • #81 - Market Update May 31, 2025

    #81 - Market Update May 31, 2025
    Jun 4 2025

    This episode provides a market update through May 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

    Interested in learning more about our firm? Click here to schedule a call!
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    18 mins
  • #80 - Options Primer

    #80 - Options Primer
    May 23 2025

    An overview of options and a few common uses.

    Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update.

    Interested in learning more about our firm? Click here to schedule a call!
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    30 mins