Tags financial advisor Ep 125: Does Your Financial Advisor Provide Value? srb July 6, 2023 We have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to
Tags financial advisor Do Financial Advisors Provide Value? srb July 6, 2023 by Cade Campbell, 2023 Summer Intern Are financial advisors necessary and do they provide value in a world where online
Tags Cade Campbell Ep 124: Summer Intern, Cade Campbell, Joins the Show srb July 5, 2023 Join Nick as he chats with the SRB summer intern, Cade Cambell, while Dave is on vacation. Watch it on
Tags financial planning Ep 123: Nick’s Best & Worst Personal Money Moves srb July 3, 2023 Join Nick and Dave as they discuss Nick’s best and worst personal money decisions. In case you missed our last
Tags 529 Ep 122: Dave’s Best and Worst Personal Money Moves srb June 30, 2023 Join Dave and Nick as Dave reveals one of the best and worst money decisions he’s made over the years.
Tags behavioral economics Ep 121: Book Review: “The Soul of Money” srb June 2, 2023 Join Dave and Nick as they discuss the book, The Soul of Money by Lynne Twist. Lynne Twist is a
Tags Economy Our Current Thoughts on the Economy May 2023 srb May 24, 2023 Every year in late spring, Warren Buffett’s company, Berkshire Hathaway, holds its annual shareholder meeting on a Saturday. This was
Tags case study Ep 120: New MSU Professor Retirement Planning srb May 22, 2023 Welcome back to another episode, and another MSU case study. Last time we discussed a married couple who are both
Tags Financial advisors Ep 119: Financial Planning Resources srb May 15, 2023 Join Nick and Dave as they discuss some of their favorite resources for financial planning and why they like them.
Tags Debt Ceiling What the Looming Debt Ceiling Deadline Means for Investors srb May 15, 2023 The debt ceiling debate has been front and center lately, and will no doubt be a major news story in