In this episode, Ed Criuckshank, CFP and Martha Conlon discuss the legend of Achilles. Does your portfolio have a similar weak spot or vulnerability?

Warren Buffett said, "Someone is sitting in the shade today because someone planted a tree a long time ago." We think of Compound Planning the same way we think of the power of investing in its compounding.

Albert Einstein called it the eighth wonder of the world and with good reason. Listen to this latest conversation about what compounding is and why it is so important and powerful.

In this episode, Rob Morrison, CFP® interviews Huber Financial Founder and CEO Dave Huber, CFP® about some parallels he draws between investing and white knuckle flying.

In this episode, Rob Morrison, CFP® interviews Huber Financial Founder and CEO Dave Huber, CFP® about some parallels he draws between investing and white knuckle flying.

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

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

Rob Morrison, CFP® and Kim Drake, CFA talk about the best time to start working with your child to plan for college. A conversation that includes some of their own experiences from the trenches.

Rob Morrison, CFP® and Kim Drake, CFA talk about the best time to start working with your child to plan for college. A conversation that includes some of their own experiences from the trenches.

In this Bite Sized Finance episode, Rob Morrison, CFP® and Ed Cruickshank, CFP® talk about fuzzy math and how it can affect a client's cash flow during retirement. Which expenses do some retirees routinely overlook in their monthly budgets?