Podcasts

Finance Moment Podcast
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.

finance moment podcast
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.

finance moment podcast
Income Tax Update

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

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

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.

null
I Bonds

by Mike Murkins, CFP®, 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.

null
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.

null
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.

null
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.

null
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.