• Podcasts

    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.
    Listen
    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.
    Listen
    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.
    Listen
    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.
    Listen
    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.
    Listen
    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.
    Listen
    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?
    Listen
    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.
    Listen
    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.
    Listen
    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.
    Listen

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