• Podcasts

    How to LIVE in Retirement

    by David Strege CFP® CFA CKA® Senior Financial Planner | May 13, 2024

    Living well in retirement is the topic for today’s new Finance Moment podcast episode “How to LIVE in Retirement.”
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    Real Estate Considerations

    by Bobby Daniels, CFP®, CIMA® | April 8, 2024

    Are you looking for guidance about real estate as an investment strategy? Bobby Daniels provides information before taking this investment risk.
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    FICO® Score

    by Jerin Young CFP® CKA® Senior Associate Financial Planner | March 18, 2024

    Jerin Young provides a quick overview of the purpose of what a FICO score and its purpose in today’s Finance Moment Podcast.
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    The Corporate Transparency Act

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

    Tyler Conley provides a quick overview of the purpose of the Corporate Transparency Act and what it means for your small business.
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    Retirement Account Management (RAM) Services

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

    Are you looking for guidance on how to manage your employer-sponsored retirement plan? Learn about Retirement Account Management (RAM) services.
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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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    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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