Bite Sized Finance

Bite Sized Finance


Latest Episodes

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.

30th Anniversary Edition – The Financial Crisis of 2008 Through Today (EP34)
August 13, 2018

In the third installment of our 30th Anniversary podcast series, Rob Morrison, CFP® interviews Dave Huber, CFP® about what life was like at Huber Financial from the financial crisis of 2008 through today. - Huber Financial Advisors,

Market Commentary – Second Quarter 2018 (EP33)
July 31, 2018

Huber Financial's Chief Investment Officer, Phil Huber, CFP® recaps market performance in the second quarter and first half of 2018.

Behind the Scenes – Post Tax-Season Accounting Practice (EP32)
July 02, 2018

Welcome to episode 32 of the Bite Sized Finance Podcast featuring Robert Mercola, CPA, JD, a partner at The Abrix group, a local public accounting firm. In this episode, Robert Morrison, CFP® has a conversation with Bob Mercola that provides a behind t...

Eldercare 101 (EP31)
June 18, 2018

Janet Petran, CPA, CFP® talks to Nancy Siegel, an eldercare expert with Senior Living Experts, about Eldercare basics and how to support the needs of an aging loved one.

30th Anniversary Edition – The 90s Through Y2K (EP30)
June 04, 2018

We commemorate our anniversary year with part two of our anniversary series. Listen to Rob Morrison, CFP® interview Dave Huber, CFP®, founder and chief executive officer of Huber Financial about what it was like to manage the business through the 1990s...

Discussing College Funding with Your Child (EP29)
May 14, 2018

Rob Morrison, CFP® and Kim Drake, CFA have a discussion about higher education costs. This episode focuses on getting your child involved in the financing discussion.

Our Culture of Immediacy (EP28)
May 01, 2018

With the advent of instant messaging, Amazon Prime and Google, most of us have gotten used to getting what we want in a matter of minutes, if not seconds. But are we losing the fine art of patience? In this episode Rob Morrison,

What Is a Career Victory Lap? (EP 27)
April 16, 2018

We're seeing an emerging trend where people phase into their retirement. It's no longer a singular event where you transition from full working to full not-working overnight. We call this new phase of retirement a Victory Lap.