Ep 128 – MSU Case Study – Couple Near Retirement
Dave and Nick have another MSU case study for you. This one is a very common scenario that comes up
July 2023 Client Market Update
Back around 2001 when I was just getting started in the financial advice business, the advisor with whom I worked
Ep 127 – Stoic Philosophy and Financial Planning
Join Dave and Nick as they discuss an amalgamation of things that Dave has read over the last year or
Ep 126 – Don’t Fall for These Scams
Join Dave and Nick as they talk about cyber security and keeping yourself safe. They go over some of the
Our Current Thoughts on the Economy June 2023
Last month, our entire firm went through a training program to help us understand, spot, and prevent financial abuse. Financial
Ep 125: Does Your Financial Advisor Provide Value?
We have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to
Do Financial Advisors Provide Value?
by Cade Campbell, 2023 Summer Intern Are financial advisors necessary and do they provide value in a world where online
Ep 124: Summer Intern, Cade Campbell, Joins the Show
Join Nick as he chats with the SRB summer intern, Cade Cambell, while Dave is on vacation. Watch it on
Ep 123: Nick’s Best & Worst Personal Money Moves
Join Nick and Dave as they discuss Nick’s best and worst personal money decisions. In case you missed our last
Ep 122: Dave’s Best and Worst Personal Money Moves
Join Dave and Nick as Dave reveals one of the best and worst money decisions he’s made over the years.