Little Missed Details

Mar 7, 2019 | Podcast

Let’s talk about some of the details that people often fail to consider when they’re planning their retirement.

50 Shades Of Gray Area

Feb 21, 2019 | Financial Planning, Podcast

Not everything in financial planning is black and white. In fact, most things aren’t black and white—there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion.

Mailbag – Paying Off The House, Maxed-Out 401(k), And Book Suggestions

Feb 7, 2019 | Mailbag, Podcast

Jude and Mike take on various email questions from around the Orlando area. They’ll discuss the pros and cons of paying off the house versus continuing to take a tax deduction, as well as what to do if you’ve maxed out your 401(k) contributions. And...

Episode #10: Risk Tolerance

Jan 17, 2019 | Podcast, Retirement

Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great...

What It’s Like To Be A Client

Jan 3, 2019 | Podcast

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

Mailbag

Dec 6, 2018 | Mailbag, Podcast

On this episode we take questions from listeners all over Florida. We’ll discuss safe investing versus growth, identifying fiduciary advisors, and more.