Call Us +1-555-555-555

Click to subscribe to our podcast:

  • Blurred Lines

    Photo by: John Doe

    Button
  • Birthday Sparks

    Photo By: John Doe

    Button
  • Blurred Lines

    Photo by: John Doe

    Button
  • Birthday Sparks

    Photo By: John Doe

    Button
  • 14 Mar, 2024
    What financial questions are every generation asking? Over the course of this three-part series, there will be something for everyone! Today, we’ll focus on six common financial questions Baby Boomers are asking.
    By Alexandria Washington 15 Feb, 2024
    Equipping Points:
    02 Feb, 2024
    Diving into the mailbag, David answers three questions about Social Security, 401(k) savings, and bad debt. Whether you are full retirement age, like Jacob who asks when to begin taking Social Security, or you are in your working years like Anna who is saving away in her 401(k), you’re sure to learn something from today’s show.
    18 Jan, 2024
    Life insurance isn’t a fun topic to talk about, but it’s an important one. We talk through three reasons you should use life insurance and how to have a life insurance strategy in place--as soon as this week. Remember, with life insurance, you’re trying to protect against an unforeseen financial event.
    04 Jan, 2024
    For our first podcast of the new year, we are covering five things you can take care of this month to get your year off on the right track. Whether you have big financial plans for the year or simple financial tweaks, each of these five things are important and doable in January.
    21 Dec, 2023
    Because David loves listener questions so much, we wanted to end the year with a few more! For starters, Amy says she has never been in a hurry to pay off debt, never paid extra on her mortgage, uses a HELOC, doesn’t pay cash for cars, and doesn’t see a problem with it. Using debt has allowed her to use money for other things, including saving for retirement. Is that okay?
    07 Dec, 2023
    Today, we do one of the things David does best—answer financial questions! No matter where you are in your financial journey, at least one of these listener questions may relate to your life. From end-of-year charitable donations and how they may (or may not) impact your taxes to deciding what to do with a raise, David shares what you need to keep in mind.
    16 Nov, 2023
    If you have a pension, you have some choices to sort through when it comes time to use it. Should you take a monthly payment or a lump sum? It’s a big decision to make and not one to take lightly. While we’ve covered this topic in the past, a lot of things have changed between inflation and interest rates. We discuss six key factors to consider. Each of these factors should play a part in your decision to determine what’s best for you.
    By Walter Storholt 02 Nov, 2023
    Following the meeting with a client, we dive into what happens when someone inherits an IRA. The rules about inherited IRAs have changed a lot in the last few years and mistakes can be costly. Listen in as we review what changed since the SECURE Act was implemented. We'll also discuss some examples of how it can look to inherit an IRA, both for a spouse or a non-spouse beneficiary.
    Show More

    Suggest a Podcast Topic

    Contact Us

    READY TO TAKE

    For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.

    Or give us a call at 913.317.1414

    READY TO TAKE

    For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.

    Or give us a call at 913.317.1414

    SIGN UP FOR OUR WEEKLY EMAIL NEWSLETTER:

    Contact Us

    SIGN UP FOR OUR WEEKLY EMAIL NEWSLETTER:

    Contact Us

    Share by: