Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. Tune in as we chat about the last few chapters of this book!

Today on the podcast we want to take a moment to answer a few listener questions. Tune in to see if they might be a few questions youve had yourself. Check Out Our YouTube Channel:www.youtube.com/

Today's episode is part of a special series for our book club on Morgan Housel's The Psychology of Money. Tune in as we chat about chapters 16 and 17, which focus on the knowing your own financial goa

As election cycles heat up, everyone has questions about how their plan will fare during this time period. With all the political noise and speculation, it can be hard to know whether you should stay

In this episode, we dive into the important questions that shape a personalized financial plan. While money and numbers often come to mind when thinking of financial planning, they're only part of the

Throughout your planning journey, you've likely heard of the "Go-Go," "Slow-Go," and "No-Go" years of retirement. However, in our experience with clients, we've discovered that there are additional ph

One of the biggest fears for pre-retirees is running out of money during retirement. So in today's episode, we're going to discuss five critical warning signs that your retirement plan might be at ris

As many parents and grandparents know, financial responsibilities don't end when the kids move out of the house. From paying for cell phone bills and auto insurance to funding college educations, fina

Today's episode is part of a special series for our book club on Morgan Housel's Tune in as we chat about chapters 14 and 15, which focus on the inevitability of change and the hidden costs associate

Today's episode is part of a special series for our book club on Morgan Housel's This time, we're covering chapters 11-13. Tune in as we explore the intersection of rationality and emotion in financi