• Podcasts

    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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    Compound Interest versus Simple Interest
    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
    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
    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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    Identity Theft & Credit Freezes
    Identity Theft & Credit Freezes

    by Lance Gunkel CFP® CFA Managing Director | January 24, 2023

    Have you ever utilized a credit freeze as a tool to help prevent identity theft? Listen to today’s short Finance Moment podcast “Identity Theft & Credit Freezes” by Lance Gunkel to learn more about this easy way to add another layer of protection against identity theft.
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    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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