Podcasts

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.

null
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.

null
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.

null
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!

null
Net Worth

by Lance Knaack, Associate Financial Planner | July 20, 2021

Associate Financial Planner Lance Knaack gives the definition of net worth as the total wealth of an individual, company, or household, considering all financial assets and liabilities.

null
Your Financial Puzzle

by David Strege, CFP®, CFA, CKA®, Senior Financial Planner | June 15, 2021

Cofounder and Senior Financial Planner David Strege explains the different sizes and shapes of your personal financial puzzle pieces. He encourages individuals to determine and communicate what they want the picture of his/her life to look like and to let a financial planner help put the pieces of the puzzle together.