We have introduced you to many investment managers and financial planners throughout this podcast, but do you really know what the roles of each are? In this episode, Ryan English and Thom Guidi expla

Data privacy has become more of a concern as the world is transforming to full digital.  Although companies are continuing to upgrade their security to protect your data, you need to do your part to e

When it comes to charitable giving, you have your own goals on what you want to do and how you want to give.  Are you fully aware of all of the options you have when it comes to giving? In this episod

Inflation is not always a bad thing, and there are many cases in which inflation is good. The question is, what can you do about it?  In this episode, Ryan English and Luke Hail sit down to discuss inflation and the impacts it has on the US economy.

One of the biggest issues facing all investors are the emotions that are involved. Working with an advisor, can help you to focus on the long-term and remove the emotions from financial decisions. In

You often hear ‘stocks and bonds’ mentioned when talking about investing, but few people go into detail about bonds. In this episode, Thom Guidi and Luke Hail discuss the ins and outs of bonds. The duo dives into the most important things you need to k...

Have you ever wondered what a financial advisor can do for you? Or how to find the right one for you? We are here to help you answer some of these questions! In this episode, Ryan English and Tony Luckhardt dive into a conversation about financial advi...

Having conversations with your family about your estate plans are an important step in avoiding any issues when the time comes for someone to step in and take care of your assets. In this episode, Dave Nienaber and Thom Guidi discuss what the process o...