Mailbag Show

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.

What Are The Three Qualities Of Money?

Jan 21, 2021 | Podcast

If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different...

Play Nice In Your Sandbox, Part 2

Dec 23, 2020 | Podcast

This is the second part of our conversation with Ron Price. Last episode we discussed how to avoid conflict, but what should you do when you’re in the midst of an ongoing disagreement? Ron gives us some tips on how to navigate this tricky landscape and will also...

Play Nice In Your Sandbox, Part 1

Dec 10, 2020 | Podcast

Today we welcome in speaker and author Ron Price. Ron is known for writing the book series “How To Play Nice In Your Sandbox.” Since this year has been a tumultuous time in our everyday lives and in politics, we invited Ron to discuss how to avoid conflict...

A 5 Question Retirement Preparedness Quiz

Nov 5, 2020 | Podcast, Retirement

Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.

What Retirees Should Know About Wills & Trusts

Oct 23, 2020 | Podcast, Retirement

People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these...