Bite Sized Finance

Bite Sized Finance

Latest Episodes

Markets and White Knuckle Flying – Rebroadcast (EP44)
September 04, 2019

In this episode, Rob Morrison, CFP® interviews Huber Financial’s Founder and CEO Dave Huber, CFP® about some parallels between investing and white knuckle flying. This rebroadcast has some sage advice from Dave Huber about how to handle some of the com...

Financial Planning for Newlyweds (EP43)
April 08, 2019

Combining finances can be one of the most difficult things about becoming a newlywed. Whether you are engaged, a current newlywed or know someone in the situation, this episode is for you. Maureen Doyle Wright, CFP® and Janet Petran, CPA,

What Is Tax-Optimized Investing? (EP42)
February 27, 2019

Have you ever wondered what considerations go into tax-optimized investing? Or what kind of accounts are most often used in this strategy? In this episode, our in-house tax expert, Pete Doyle, CPA/PFS, CFP® provides and Ed Cruickshank,

Rage Against the Machines - Market Review for the Year 2018
February 11, 2019

In this episode, Phil Huber, CFA, CFP® and Ed Cruickshank, CFP® discuss one of the narratives that became popular during the fourth quarter - the rage against the machines. Many pundits in the news and social media said that the market downturn was "ma...

Most Popular Podcast of 2018 – Avoiding Estate Planning Pitfalls (EP40)
January 16, 2019

We searched the archives and found the most popular Bite Sized Finance episode of 2018. In this episode, Will Gunlicks, CFP® interviews our guest, Micheal Rhoades, an estate planning attorney, about common estate planning pitfalls and ways to avoid them.

Year-End Tax Tips 2018 (EP39)
December 03, 2018

With the end of 2018 quickly approaching, you might be thinking about what, if anything, can be done to manage your tax situation. In this episode, Ed Cruickshank, CFP® and Pete Doyle, CPA/PFS, CFP® discuss year-end tax strategies that could help ease ...

30th Anniversary Edition: From Present Day and Beyond (EP38)
November 19, 2018

In the third installment of our 30th Anniversary podcast series, Rob Morrison, CFP® interviews Dave Huber, CFP® about what the next 30 years might look like for Huber Financial and the planning profession. 

A Tale of Two Investors (EP37)
October 22, 2018

In this episode of Bite Sized Finance, Rob Morrison, CFP® and Phil Huber, CFA, CFP® have a conversation about the differences between a Traditional Investor and an Evidence Based Investor. Which one would you rather talk to at a cocktail party?

Huber Financial’s Women’s Initiative – Cents of Self (EP36)
September 18, 2018

This Bite Sized Finance podcast episode provides a sneak peek at Huber Financial's women's initiative - Cents of Self. Rob Morrison, CFP® interviews Kim Drake, CFA and Janet Petran, CPA, CFP® about this new initiative.

Five Crucial Issues for Small Business Owners to Consider (EP35)
September 05, 2018

Listen to Ed Cruickshank, CFP®, a wealth manager for Huber Financial interview William Levy, an attorney at Rhoades Levy Law Group who specializes in the legal issues facing small to medium-sized businesses.