Your Financial Puzzle
Cofounder and Senior Financial Planner David Strege explains the different sizes and shapes of your personal financial puzzle pieces. He encourages individuals to determine and communicate what they want the picture of his/her life to look like and to let a financial planner help put the pieces of the puzzle together.
Unequal Inheritance
Managing Director Lance Gunkel shares insights about unequal inheritances in a family. Although many parents elect to leave equal inheritance to each child, for some families, equal isn't equitable. Lance outlines some valid reasons why heirs might receive different and unequal amounts of inheritance.
Tax-sensitive Investment Models
Financial Planner Tyler Conley, MBA, CFP®, CEPA®, explains the details of tax-sensitive investment models. He also explains how Syverson Strege manages IRAs and Roth IRAs differently than non-qualified investment accounts and why we maintain two different investment portfolio models.
Gambling vs. Investing
Jason Gunkel, Chief Investment Officer, that recent speculative events in the financial markets, including the run up in the stock price of GameStop, have provoked many to question if investing in the stock market is similar to gambling. Although both investments and gambling have the risk of losing money, Jason explains how the two are quite different. As Jason says, "The longer you sit in a casino, the greater the odds you'll walk out a loser. But the longer you stay invested in the stock market, historically, the greater the probability you'll experience positive outcomes."
MFs and ETFs-What's the Difference?
Associate Financial Planner Lance Knaack explains the major differences between mutual funds and exchange-traded funds (ETFs) in today's "Finance Moment," Syverson Strege's mini-podcasts. Also find out the history of both investment vehicles and why ETFs are gaining popularity over mutual funds.
Ed McIlhon
Managing Director Lance Gunkel interviews Ed McIlhon, Founder & CEO of Assembled Products, Inc. on the "This Story Needs to Be Heard" podcast. Learn how Ed incorporates family into his business with a four-word mission statement: Have fun, make money. Also learn about his keys to success and living a life based upon relationships and giving.
The Value of Money
Syverson Strege Cofounder and Senior Financial Planner David Strege shares his insights on the value of money in today's Finance Moment mini-podcast. Strege says, "Money is worthless until you turn it into something you value." Learn also about how money can be a test and a testimony in your life.
Carly Ross
Managing Director Lance Gunkel interviews Certified Health Coach Carly Ross in today's "This Story Needs to Be Heard" podcast. Find out how Carly, a former restaurant entrepreneur, turned her passions for food into helping people live mentally, physically, and emotionally healthy lives.
Peter R. Teahen
Having been involved in over 70 major disasters including 9-11, the Oklahoma City bombing, a tsunami, and the Haiti earthquake, Peter Teahen shares his philosophy of service and purpose for the "This Story Needs to Be Heard" podcast. Also learn about his project, Flight to End Polio, an endeavor to fly around the world to raise money to help eradicate polio.
