Olivia Arquette is a wife, mother, and lover of things that make her laugh. Before becoming an author, Olivia spent the majority of her career in the financially lucrative, but emotionally vexing field of pharmaceutical sales and marketing.

Ed Cruickshank, CFP® and Pete Doyle, CPA/PFS, CFP® are back in the studio to talk tax tips for 2019. There's still time to take some steps that may lower your overall tax bill for this year and the next. During this discussion,

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...

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,

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,

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...

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.

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 ...

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. 

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?