• Podcasts

    The Corporate Transparency Act

    by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | February 21, 2024

    Buying versus leasing a vehicle is a common dilemma for many drivers. Today we discuss the pros and cons of leasing versus buying a vehicle.
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    Retirement Account Management (RAM) Services

    by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | January 19, 2024

    Buying versus leasing a vehicle is a common dilemma for many drivers. Today we discuss the pros and cons of leasing versus buying a vehicle.
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    Buying versus Leasing Vehicles

    by Lance Knaack CFP® Associate Financial Planner | November 9, 2023

    Buying versus leasing a vehicle is a common dilemma for many drivers. Today we discuss the pros and cons of leasing versus buying a vehicle.
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    Compound Interest versus Simple Interest

    by Mike Murkins CFP® Financial Planner | September 11, 2023

    Financial Planner Mike Murkins provides examples of the difference between simple and compound interest on today's Finance Moment Podcast and how you can make compound interest work for you as part of your investment strategy.
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    Which Investment Vehicle is Right for You?

    by Jennifer Scheck Associate Financial Planner | July 18, 2023

    Jennifer Scheck covers four types of accounts: non-qualified accounts, Traditional IRAs, Roth IRAs, and Employer Sponsored 401(k) plans on today’s Finance Moment Podcast.
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    The Financial Issues of Aging

    by David Strege CFP® CFA CKA® Senior Financial Planner | May 16, 2023

    Listen to today’s Finance Moment podcast “The Financial Issues of Aging” by David Strege to learn more about helping older adults avoid scams as well as the importance of sharing financial information with a trusted family member or partner.
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    Categorizing Your Spending

    by Jerin Young CFP® CKA® Senior Associate Financial Planner | March 20, 2023

    Do you break down your expenses and spending into categories? Listen to today’s Finance Moment podcast “Categorizing Your Spending” by Jerin Young to learn more about intentionally breaking down your spending habits in a way to meet your long-term goals more effectively.
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    Identity Theft & Credit Freezes

    by Lance Gunkel CFP® CFA Managing Director | January 24, 2023

    Have you ever utilized a credit freeze as a tool to help prevent identity theft? Listen to today’s short Finance Moment podcast “Identity Theft & Credit Freezes” by Lance Gunkel to learn more about this easy way to add another layer of protection against identity theft.
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    Disability Insurance

    by Mike Murkins CFP® Financial Planner | November 26, 2022

    Senior Associate Financial Planner Michael Murkins provides information on the importance of disability insurance as a part of your risk management strategy in your compressive financial plan.
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    Income Tax Update

    by Lance Knaack CFP® Associate Financial Planner | October 12, 2022

    Associate Financial Planner, Lance Knaack, provides updates in regards to upcoming personal income and retirement income tax changes.
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