• Podcasts

    Disability Insurance
    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.
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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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    Inflation Advice
    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.
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    I Bonds
    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?
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    Downturns and Recoveries
    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.
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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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    Calming Financial Anxiety
    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.
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    Spend. Save. Share
    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.
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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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    Differing Views on Risk
    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.
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