Join Nick and Dave for their 3rd Quarter 2023 Economic and Market Update. - Watch this episode on YouTube HERE - You can read the in-depth blog article HERE - Our portfolio managers at East Bay Invest

Join Dave and Nick as they discuss a few of their favorite movies about money. Do you have any to add to the list? Drop them in the comments. - Watch on YouTube Here Here is a list of the movies discu

Join Dave and Nick for another helpful MSU Case study. This time they review retirement options for a retired couple with more than enough for retirement. - Watch on YouTube HERE - Check out our past

Join Dave and Nick as they walk you through how to decipher and decode all the information that comes at us in the media regarding finances. - Watch on YouTube HERE - This is something we both talk ab

Join Dave and Nick on today's topic, which is an extension of an earlier podcast they did on the book review of The Soul of Money. - An underlying topic is how to make yourself heard with the voice of

Join Nick and Dave as they discuss the interesting topic of what to do when your Too Hard pile gets too big. - This is inspired by the article My 'Too Hard' Pile Is Pretty Big by Christine Benz in t

Join Nick and Dave as they talk about money scripts and how they might be affecting your financial plan. They also cover things that you can do to kind of recognize and move forward. - Watch on YouTub

Join Nick and Dave as they discuss MiAble Accounts. You may have seen the billboards around town and wondered what they are all about. - What are they? Who are they for? Should you get one? - Watch on

Join Dave and Nick as they review the book, Thinking Fast and Slow by Daniel Kahneman. - Watch on YouTube HERE - Thinking, Fast and Slowconcerns a few major questions: how do we make decisions? And i

Join Dave and Ashley (Nick is on vacation) as they talk aboutStudent Loan Repayment Plans, which have been in the news because they've just rolled out the details of a new plan. - Watch on YouTube HE