• Podcasts

    Lance Knaack CFP® Associate Financial Planner

    Make the Most of a Mid-Year Financial Check-In
    Make the Most of a Mid-Year Financial Check-In

    by Lance Knaack CFP® Associate Financial Planner | June 11, 2026

    Is your financial plan still on track? In this Finance Moment, Lance Knaack shares practical mid-year financial check-in tips, including reviewing your budget, savings, debt, investments, taxes, and financial goals to help you finish the year strong.
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    Starting a Roth IRA for a Child
    Starting a Roth IRA for a Child

    by Lance Knaack CFP® Associate Financial Planner | October 14, 2024

    Did you know that children can begin contributing to a Roth IRA once they start earning income? Learn about the benefits of contributing to a retirement account as young as possible.
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    Buying versus Leasing Vehicles
    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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    Income Tax Update
    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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    Family Budget
    Family Budget

    by Lance Knaack CFP® 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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    Debt Ceiling
    Debt Ceiling

    by Lance Knaack CFP® 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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    Net Worth
    Net Worth

    by Lance Knaack CFP® 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.
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