Who Even Needs A Financial Advisor?

Mar 10, 2022 | Podcast

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk...

How Children Become Part Of The Retirement Discussion

Feb 24, 2022 | Podcast, Retirement

If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and...

Retirement Potpourri: Fill In The Blank

Feb 10, 2022 | Podcast, Retirement

Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more.

Don’t Fumble Your Retirement In The Financial Red Zone

Jan 27, 2022 | Podcast, Retirement

In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the...

Saying Goodbye To 2021

Dec 16, 2021 | Podcast

MWe answer emails and some getting to know questions with Jude as this year winds down.