Your Financial Advocate
Latest Episodes
Unlocking Economic Benefits for Employers and Employees with Josh Kelley (Ep 48)
Due to enormously high deductibles, many people only see the benefits of health insurance in cases of catastrophic injury. Josh Kelleys program aims to bridge the gap between out-of-pocket costs and
Navigating Retirement: Balancing Emotions and Finances with Lindsay Troxwell (Ep 47)
A few key factors determine if a person will have an enjoyable retirement or a sluggish one. Many seniors worry about loosing their purpose in retirement and being bored, others look forward to the tr
The Shred Method: A Revolutionary Way to Achieve Debt Freedom with Adam Carroll (Ep. 46)
Debt is one of the biggest challenges facing many people today. It can limit your choices, reduce your savings, and stress you out. But what if there was a way to get rid of your debt faster and easie
Becoming Debt Free for Life with Tracey Spikes, CLU, FICF (Ep 45)
For countless Americans, debt is the most significant problem preventing them from living the life they want and retiring comfortably. If you stay awake at night stressing about your mortgage and stud
The Power of Real Estate Investing with Taylor Vick, CFA (Ep 44)
Real estate is one of the most popular forms of investment. It offers a variety of benefits, such as income generation, capital appreciation, tax efficiency, and diversification. However, real estate
The Hidden Dangers & Benefits of Life Insurance with David Kottler, J.D., C.A.P. (Ep 43)
Life insurance is more than just a way to protect your loved ones in case of your death. It has the potential to be a powerful tool to enhance your wealth, optimize your taxes, and secure your financi
The State of the Market in 2024 (Ep. 42)
Welcome to an eye-opening exploration of whats really happening with the markets as we usher in 2024. If you thought 2023 was a rollercoaster, prepare yourself for what this year has in store. In thi
Simplifying the Complexity of Indexes with Laurence Black (Ep. 41)
Choosing the right index for your investment goals can be a daunting task, especially when there are millions of options available. How do you know which one is best suited for your risk tolerance, ti
Inside a Multigenerational Family-Owned Business with Don Kirkham (Ep. 40)
Family-owned businesses are beneficial to the economy in more ways than one, but there can be challenges along the way. Especially when there is a pandemic and a recession involved. Overcoming these c
Transitioning Your Parents Into Assisted Living with Sarah Dixon (Ep. 39)
As our parents age, sometimes its necessary to find a place where their quality of life will be better. Many difficulties can arise in this process, such as the financial part and the emotional conve