Ep 125: Does Your Financial Advisor Provide Value?
We have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to
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 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
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.
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 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