Your Financial Advocate

Your Financial Advocate


Latest Episodes

Becoming Debt Free for Life with Tracey Spikes, CLU, FICF (Ep 45)
March 20, 2024

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)
March 06, 2024

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)
February 21, 2024

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)
February 07, 2024

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)
January 24, 2024

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)
December 14, 2022

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)
November 30, 2022

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

How To Pay for College with Ann Garcia, CFP® (Ep.38)
October 12, 2022

Education is an essential part of life and college is a necessity for most of us to build a successful career. Hence, families should prepare financially for the process of applying to college and not

A Veterinary Venture From Scratch with Dr. Bimbo Welker (Ep.37)
September 28, 2022

The process of becoming an entrepreneur has never been nor will ever be easy. However, if you are passionate about what you do and have experience, you can be successful. In this episode of Your Finan

Ways To Mitigate the Impact of Income Taxes with Jason Pueschel (Ep.36)
September 14, 2022

Paying taxes is a patriotic duty. But its your choice to pay more or less. To manage your personal income tax liability, its essential to listen to experts that can give life-changing guidance on th