• Podcasts

    The Quiet Comeback of Cash
    The Quiet Comeback of Cash

    by Lance Gunkel CFP® CFA Managing Director | March 24, 2026

    Cash is paying again, but it shouldn’t dominate your portfolio. Learn how to balance flexibility, growth, and risk with a purposeful cash strategy.
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    The Wake You Leave Behind
    The Wake You Leave Behind

    by Damian Beard, CFP®, CKA®, MBA, Associate Financial Planner | February 19, 2026

    In this episode of Finance Moment, Associate Financial Planner Damian Beard explores why planning isn’t just about finances, it’s about the life you’re building.
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    Your Financial Game Plan Starts Here
    Your Financial Game Plan Starts Here

    by Lance Gunkel CFP® CFA Managing Director | January 20, 2026

    Managing Director Lance Gunkel shares simple ways to build flexibility into your plan so you can feel confident no matter what the year ahead brings.
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    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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