Tags Financial advisors Ep 127 – Stoic Philosophy and Financial Planning srb July 12, 2023 Join Dave and Nick as they discuss an amalgamation of things that Dave has read over the last year or
Tags Cyber Security Ep 126 – Don’t Fall for These Scams srb July 10, 2023 Join Dave and Nick as they talk about cyber security and keeping yourself safe. They go over some of the
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 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 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 118: Update – What’s going on with I Bonds Now? srb May 12, 2023 Twelve months ago, I bonds were the security to purchase. As a refresher, I Bond rates get set at six-month
Tags employer retirement fund Ep 117: What is Your Ideal Retirement Age? srb May 8, 2023 In today’s episode, we discuss what is your ideal retirement age. We take a look at retirement in the United