Feb 4, 2021 | Financial Planning, Mailbag, Podcast
Jude and Mike take the time to answer a number of questions from listeners about their finances, as well as planning for the future.
Jun 4, 2020 | Financial Planning, Podcast
Dr. Kathleen Rehl is a leading authority on widows and their financial issues. A widow herself, she’s passionate about inspiring other widows and their advisors.
Sep 19, 2019 | Financial Planning, Podcast
Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and...
Sep 5, 2019 | Financial Planning, Podcast, Retirement
Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency…
Jun 20, 2019 | Financial Planning, Podcast
Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either…
Apr 18, 2019 | Financial Planning, Podcast
When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Mike and Jude tell us about some times where they’ve helped clients through these...
