Ep 136: Align Your Money With Your Values
Join Dave and Nick on today’s topic, which is an extension of an earlier podcast they did on the book
Ep 135 – How Big is Your “Too Hard” Pile?
Join Nick and Dave as they discuss the interesting topic of what to do when your “Too Hard” pile gets
Dave’s August 2023 Update
I used to play a game with a lot of my older clients: they’d come into the office and tell
Ep 134 – What’s a Money Script?
Join Nick and Dave as they talk about money scripts and how they might be affecting your financial plan. They
Ep 133 – MiABLE Account Overview
Join Nick and Dave as they discuss MiAble Accounts. You may have seen the billboards around town and wondered what
Ep 132 – Book Review – Thinking Fast and Slow
Join Dave and Nick as they review the book, Thinking Fast and Slow by Daniel Kahneman. Watch on YouTube HERE
Ep 131 – Student Loan Repayment Plans
Join Dave and Ashley (Nick is on vacation) as they talk about Student Loan Repayment Plans, which have been in the
Viewing Your Portfolio and Financial Plan: The SRB Client Portal
We offer our clients who want access to their investments and financial planning information an online portal where they can
Ep 130 – What Should You Insure?
Join Dave and Nick as they talk about different that require insurance and other things that may be an option.
Third Quarter 2023 Economic Update and Market Review
The year is half over, and despite recession fears, banking turmoil, and a debt-ceiling standoff in Washington, the stock market