• Podcasts

    Choosing an Executor
    Choosing an Executor

    by Lance Gunkel CFP® CFA Managing Director | August 12, 2024

    Who would make the best executor for your estate? Here are aspects and situations to consider when deciding whom to ask to take on this important role.
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    Financial Transitions
    Financial Transitions

    by Jennifer Scheck Associate Financial Planner | July 15, 2024

    Unsure about when you might want to seek out a CERTIFIED FINANCIAL PLANNER™ practitioner to assist with financial transitions? Jennifer Scheck provides insights in today's Finance Moment episode.
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    Banks vs. Credit Unions
    Banks vs. Credit Unions

    by Mike Murkins CFP® Financial Planner | June 17, 2024

    Are you looking for an overview of the differences between banks and credit unions? Mike Murkins discusses these two types of financial institutions.
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    How to LIVE in Retirement
    How to LIVE in Retirement

    by David Strege CFP® CFA CKA® Senior Financial Planner | May 13, 2024

    Living well in retirement is the topic for today’s new Finance Moment podcast episode “How to LIVE in Retirement.”
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    Real Estate Considerations
    Real Estate Considerations

    by Bobby Daniels, CFP®, CIMA® | April 8, 2024

    Are you looking for guidance about real estate as an investment strategy? Bobby Daniels provides information before taking this investment risk.
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    FICO® Score
    FICO® Score

    by Jerin Young CFP® CKA® Senior Associate Financial Planner | March 18, 2024

    Jerin Young provides a quick overview of the purpose of what a FICO score and its purpose in today’s Finance Moment Podcast.
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    The Corporate Transparency Act
    The Corporate Transparency Act

    by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | February 21, 2024

    Tyler Conley provides a quick overview of the purpose of the Corporate Transparency Act and what it means for your small business.
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    Retirement Account Management (RAM) Services
    Retirement Account Management (RAM) Services

    by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | January 19, 2024

    Are you looking for guidance on how to manage your employer-sponsored retirement plan? Learn about Retirement Account Management (RAM) services.
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    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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