Should I Hire a Financial Advisor?
Should You Hire a Financial Advisor? YES (maybe) When? Now (or later) Join Dave and Nick as they talk about
Starting A New Job – Rolling Over a 401K
Are you starting a new job? Do you have a 401K to roll over? This is the podcast episode for
Power of Inflation – What’s going on?
Join Dave and Nick around the Kitchen Table to talk about Inflation. Inflation hasn’t been a real issue in American
Financial Goals for 2022 – Things to Consider NOW
Have you set your financial goals for 2022? Dave and Nick go over many things that you should be thinking
2022 Financial Predictions
Happy New Year! Season Two is starting! Join us, Dave and Nick, as we talk about our 2022 Financial Predictions,
Key Elements of Financial Planning
Join Dave and Nick as they recap the SRB financial planning process and list out the key elements they look
Upgrading Your iPhone Really Costs $17K
A recent article in the New York Times, The True Cost of Upgrading Your iPhone, discusses the opportunity cost of
Economic Update November 2021
It’s that time again – let’s take a look at where our economy is at the end of the year
Step Seven – Build
This is the truly exciting step in your financial plan – You start to build your processes and portfolio to
Step Six – Strategy
Join Dave and Nick as they explain the Strategy step of the Strategic Reliable Blueprint process for your financial success