Podcasts

Finance Moment
Inflation Advice

by Lance Gunkel, CFP®, CFA, Managing Director | July 27, 2022

Managing Director Lance Gunkel provides three tips to reduce the impact of inflation on your personal finances.

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I Bonds

by Michael Murkins, CFP®, Senior Associate Financial Planner | May 24, 2022

Senior Associate Financial Planner, Michael Murkins, provides a high-level overview about Series I Savings Bonds (I Bonds) as a strategy to protect against inflation. Should I bonds be something you should add to your financial portfolio?

finance moment
Downturns and Recoveries

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | March 24, 2022

Chief Investment Officer and Financial Planner Jason Gunkel, explains the in's and out's of market downturns and recoveries and the correlating effects on the bond market.

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Family Budget

by Lance Knaack, Associate Financial Planner | February 23, 2022

Associate Financial Planner, Lance Knaack, reminds listeners the importance of a family budget & controlling where your money goes each month.

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Calming Financial Anxiety

by Lance Gunkel, CFP®, CFA, Managing Director | January 24, 2022

Managing Director Lance Gunkel addresses common financial questions and how using the answers to those questions can help calm financial anxiety.

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Spend. Save. Share.

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | December 21, 2021

Most everyone has money and the question is asked, "What can you do with it?" There are three general things you can do with your money.spend it, save it, and share it.

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Debt Ceiling

by Lance Knaack, Associate Financial Planner | November 23, 2021

What is the debt ceiling and why do we have it? According to USAFacts.org, the debt ceiling is a restriction on how much the government can borrow to pay its bills.

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Differing Views on Risk

by Lance Gunkel, CFP®, CFA, Managing Director | October 19, 2021

Making investment decisions is difficult for one person and it is made all the more difficult when another person is involved. It is common to have differing views on risk.

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Capital Gains

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | September 21, 2021

Financial Planner Tyler Conley gives a definition of capital gains and the difference between short-term and long-term capital gains.

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Inflation

by Jason Gunkel, CFP®, CFA, CAP®, Chief Investment Officer | August 24, 2021

What was President Ronald Reagan referring to when he said, "It is as violent as a mugger, as frightening as an armed robber, and as deadly as a hit man?" Inflation!