Ep 121: Book Review: “The Soul of Money”
Join Dave and Nick as they discuss the book, The Soul of Money by Lynne Twist. Lynne Twist is a
Our Current Thoughts on the Economy May 2023
Every year in late spring, Warren Buffett’s company, Berkshire Hathaway, holds its annual shareholder meeting on a Saturday. This was
Ep 120: New MSU Professor Retirement Planning
Welcome back to another episode, and another MSU case study. Last time we discussed a married couple who are both
Ep 119: Financial Planning Resources
Join Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them.
What the Looming Debt Ceiling Deadline Means for Investors
The debt ceiling debate has been front and center lately, and will no doubt be a major news story in
Ep 118: Update – What’s going on with I Bonds Now?
Twelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month
2nd Quarter 2023 Economic Update and Market Review (article)
The first quarter of 2023 was largely positive for the markets, but not positive enough to make up for the
Ep 117: What is Your Ideal Retirement Age?
In today’s episode, we discuss what is your ideal retirement age. We take a look at retirement in the United
Ep 116: Getting Real About Social Security
We are going to talk about getting real about social security. This has been an ongoing discussion with clients, particularly
Ep 115: Review of 2nd Quarter 2023
2nd Quarter 2023 Economic Update and Market Review The first quarter of 2023 was largely positive for the markets, but