• Podcasts

    The 3 Biggest Mistakes We See Successful People Make
    The 3 Biggest Mistakes We See Successful People Make

    by Lance Gunkel CFP® CFA Managing Director | May 27, 2026

    In this Finance Moment podcast episode, Lance Gunkel discusses three common financial mistakes successful people often make. Learn why thoughtful financial planning is about more than investment performance and how coordinating tax, estate, investment and family planning strategies can help support long-term goals.
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    Tax Planning Doesn't End on April 15
    Tax Planning Doesn't End on April 15

    by Cameron Pietzsch, CFP®, Associate Financial Planner | April 9, 2026

    In this episode of Finance Moment, Associate Financial Planner Damian Beard explores why planning isn’t just about finances, it’s about the life you’re building.
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    The Quiet Comeback of Cash
    The Quiet Comeback of Cash

    by Lance Gunkel CFP® CFA Managing Director | March 24, 2026

    Cash is paying again, but it shouldn’t dominate your portfolio. Learn how to balance flexibility, growth, and risk with a purposeful cash strategy.
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    The Wake You Leave Behind
    The Wake You Leave Behind

    by Damian Beard, CFP®, CKA®, MBA, Associate Financial Planner | February 19, 2026

    In this episode of Finance Moment, Associate Financial Planner Damian Beard explores why planning isn’t just about finances, it’s about the life you’re building.
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    Your Financial Game Plan Starts Here
    Your Financial Game Plan Starts Here

    by Lance Gunkel CFP® CFA Managing Director | January 20, 2026

    Managing Director Lance Gunkel shares simple ways to build flexibility into your plan so you can feel confident no matter what the year ahead brings.
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    Lessons from
    Lessons from "Die With Zero"

    by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | December 29, 2025

    In our latest Finance Moment podcast episode, Chief Investment Officer Jason Gunkel dives into the popular book “Die with Zero” by Bill Perkins. From the idea of “memory dividends” to giving to family and charity during your lifetime, Jason shares what resonated, what challenged traditional financial thinking, and why balance is the real key.
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    Risk, Return and Why Allocation Matters
    Risk, Return and Why Allocation Matters

    by Cameron Pietzsch, CFP®, Associate Financial Planner | August 20, 2025

    In our latest Finance Moment podcast episode, Financial Planner Ben Geiger explains how staying the course when it comes to investments - despite market volatility - is the best decision long term.
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    Investments: Staying the Course
    Investments: Staying the Course

    by Ben Geiger CFP® Financial Planner | July 16, 2025

    In our latest Finance Moment podcast episode, Financial Planner Ben Geiger explains how staying the course when it comes to investments - despite market volatility - is the best decision long term.
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