Podcasts

by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | April 26, 2021

Financial Planner Tyler Conley, MBA, CFP®, CEPA®, explains the details of tax-sensitive investment models. He also explains how Syverson Strege manages IRAs and Roth IRAs differently than non-qualified investment accounts and why we maintain two different investment portfolio models.

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Gambling vs. Investing

by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | March 23, 2021

Jason Gunkel, Chief Investment Officer, that recent speculative events in the financial markets, including the run up in the stock price of GameStop, have provoked many to question if investing in the stock market is similar to gambling. Although both investments and gambling have the risk of losing money, Jason explains how the two are quite different. As Jason says, "The longer you sit in a casino, the greater the odds you'll walk out a loser. But the longer you stay invested in the stock market, historically, the greater the probability you'll experience positive outcomes."

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MFs and ETFs-What's the Difference?

by Admin | February 22, 2021

Associate Financial Planner Lance Knaack explains the major differences between mutual funds and exchange-traded funds (ETFs) in today's "Finance Moment," Syverson Strege's mini-podcasts. Also find out the history of both investment vehicles and why ETFs are gaining popularity over mutual funds.

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Ed McIlhon

by Admin | February 11, 2021

Managing Director Lance Gunkel interviews Ed McIlhon, Founder & CEO of Assembled Products, Inc. on the "This Story Needs to Be Heard" podcast. Learn how Ed incorporates family into his business with a four-word mission statement: Have fun, make money. Also learn about his keys to success and living a life based upon relationships and giving.

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The Value of Money

by Admin | January 26, 2021

Syverson Strege Cofounder and Senior Financial Planner David Strege shares his insights on the value of money in today's Finance Moment mini-podcast. Strege says, "Money is worthless until you turn it into something you value." Learn also about how money can be a test and a testimony in your life.

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Carly Ross

by Admin | January 14, 2021

Managing Director Lance Gunkel interviews Certified Health Coach Carly Ross in today's "This Story Needs to Be Heard" podcast. Find out how Carly, a former restaurant entrepreneur, turned her passions for food into helping people live mentally, physically, and emotionally healthy lives.

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Peter R. Teahen

by Admin | December 27, 2020

Having been involved in over 70 major disasters including 9-11, the Oklahoma City bombing, a tsunami, and the Haiti earthquake, Peter Teahen shares his philosophy of service and purpose for the "This Story Needs to Be Heard" podcast. Also learn about his project, Flight to End Polio, an endeavor to fly around the world to raise money to help eradicate polio.

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Ambient Emotions and Financial Decisions

by Lance Gunkel CFP® CFA Managing Director | December 16, 2020

Managing Director Lance Gunkel shares his thoughts about ambient emotions and financial decisions in his latest "Finance Moment" mini-podcast. Discover how to rank your ambient emotions and hear specific examples of how these emotions can affect financial decisions. Lance also gives two ways to avoid the pitfalls of ambient emotions. He quotes, "Our feelings may change, but their impact on our financial lives may have a lasting effect."

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Dr. Teri Wahlig

by Admin | December 7, 2020

Dr. Wahlig shares leadership lessons she learned from her parents and identifies that "believing in the spirit of the child" is the key to working with children. Managing Director Lance Gunkel and Director of Business Development Adam Steen interviewed Dr. Teri Wahlig, CEO of ChildServe in Johnston, Iowa for "This Story Needs to Be Heard" podcast.

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Ying Sa

by Admin | November 26, 2020

This Story Needs to Be Heard podcast guest is Ying Sa, founder, CEO, and principal Certified Public Accountant of Community CPA, Des Moines, Iowa. Ying is an author, speaker, and decorated community volunteer. Ying was born in Beijing, China before becoming a citizen of Canada and then the United States of America. She got an accounting degree in Canada and worked as an accountant in Canada for several years before relocating to Iowa.

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