Is Cash Really King?
When interest rates go up, and you can earn what feels like a decent return in bank deposits, why monkey
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 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
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 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
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