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.
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 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
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 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
Ep 114: Retirement Planning Case Study for an MSU Employee
In today’s episode, Dave and Nick have an interesting case study of a couple of MSU professors. Join us as
Ep 113: Rent or Buy – Move or Stay
How to make housing decisions in a rising rate environment. We’ve been getting a lot of questions about the housing