• Podcasts

    Rebalancing Your Portfolio
    Rebalancing Your Portfolio

    by Ryan Simpson, CFP® | December 19, 2024

    What does rebalancing your portfolio mean? Who should do it, and how often?Learn why rebalancing your portfolio is an important component of managing investments.
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    What Could the Sunset of the 2017 Tax Cuts & Jobs Act Mean?
    What Could the Sunset of the 2017 Tax Cuts & Jobs Act Mean?

    by Matt Roberts MFM CFP® CAP® Chief Planning Officer | November 4, 2024

    The 2017 Tax Cuts and Jobs Act (TCJA) is set to expire at the end of 2025, and without Congressional action, a number of these tax cuts will sunset or revert to their pre-2018 levels. So, what does this mean for you?
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    Starting a Roth IRA for a Child
    Starting a Roth IRA for a Child

    by Lance Knaack CFP® Associate Financial Planner | October 14, 2024

    Did you know that children can begin contributing to a Roth IRA once they start earning income? Learn about the benefits of contributing to a retirement account as young as possible.
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    What is a Donor Advised Fund (DAF)?
    What is a Donor Advised Fund (DAF)?

    by Ben Geiger CFP® Financial Planner | September 19, 2024

    What is a Donor Advised Fund (DAF) and how can it help you achieve your charitable goals? Learn some of the key benefits of a DAF to help you determine whether one might be a good tool to add to your charitable giving toolbox.
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    Choosing an Executor
    Choosing an Executor

    by Lance Gunkel CFP® CFA Managing Director | August 12, 2024

    Who would make the best executor for your estate? Here are aspects and situations to consider when deciding whom to ask to take on this important role.
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    Financial Transitions
    Financial Transitions

    by Jennifer Scheck Associate Financial Planner | July 15, 2024

    Unsure about when you might want to seek out a CERTIFIED FINANCIAL PLANNER™ practitioner to assist with financial transitions? Jennifer Scheck provides insights in today's Finance Moment episode.
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    Banks vs. Credit Unions
    Banks vs. Credit Unions

    by Mike Murkins CFP® Financial Planner | June 17, 2024

    Are you looking for an overview of the differences between banks and credit unions? Mike Murkins discusses these two types of financial institutions.
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    How to LIVE in Retirement
    How to LIVE in Retirement

    by David Strege CFP® CFA CKA® Senior Financial Planner | May 13, 2024

    Living well in retirement is the topic for today’s new Finance Moment podcast episode “How to LIVE in Retirement.”
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    Real Estate Considerations
    Real Estate Considerations

    by Bobby Daniels, CFP®, CIMA® | April 8, 2024

    Are you looking for guidance about real estate as an investment strategy? Bobby Daniels provides information before taking this investment risk.
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