• Podcasts

    Lessons from
    Lessons from "Die With Zero"

    by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | December 29, 2025

    In our latest Finance Moment podcast episode, Chief Investment Officer Jason Gunkel dives into the popular book “Die with Zero” by Bill Perkins. From the idea of “memory dividends” to giving to family and charity during your lifetime, Jason shares what resonated, what challenged traditional financial thinking, and why balance is the real key.
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    Risk, Return and Why Allocation Matters
    Risk, Return and Why Allocation Matters

    by Cameron Pietzsch, CFP®, Associate Financial Planner | August 20, 2025

    In our latest Finance Moment podcast episode, Financial Planner Ben Geiger explains how staying the course when it comes to investments - despite market volatility - is the best decision long term.
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    Investments: Staying the Course
    Investments: Staying the Course

    by Ben Geiger CFP® Financial Planner | July 16, 2025

    In our latest Finance Moment podcast episode, Financial Planner Ben Geiger explains how staying the course when it comes to investments - despite market volatility - is the best decision long term.
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    Focusing on Intentional Living
    Focusing on Intentional Living

    by Jennifer Scheck, CFP®, Financial Planner | June 24, 2025

    In this Finance Moment episode, Associate Financial Planner Jennifer Scheck explains how goal-based financial planning helps uncover your dreams, goals and purpose of money.
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    529 College Savings Plans
    529 College Savings Plans

    by Mike Murkins CFP® Financial Planner | April 16, 2025

    In this short Finance Moment podcast, Financial Planner Mike Murkins, CFP® explains reasons a 529 College Savings Plan is a smart, flexible and tax-efficient way to help cover education costs.
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    March Madness Economic Impact
    March Madness Economic Impact

    by Lance Gunkel CFP® CFA Managing Director | March 24, 2025

    Did you know that in 2023 alone, the NCAA tournament brought in more than $1 billion in revenue? Learn more about March Madness' economic impact.
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    Long-Term Care Insurance
    Long-Term Care Insurance

    by Matt Roberts MFM CFP® CAP® Chief Planning Officer | March 11, 2025

    Did you know that 70% of people older than 65 will need some form of long-term care? The big question is, how will you pay for it?
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    2025 Tax-Related Updates
    2025 Tax-Related Updates

    by Tyler Conley, MBA, CFP®, CEPA®, Financial Planner | February 19, 2025

    Learn how the 2025 updates related to contribution limits, tax rates, and exclusions could impact your comprehensive financial plan.
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