About Be In The Know - Finance, Life and Reaching Your Goals
The BITK podcast is a service to clients, friends and family of Stiles Financial Services. Hosted by the team at SFSI who serve up relevant topics on finance, life and realizing your long-term goals. We take a conversational approach to important subject matter to provide clarity, context and perspective. Each episode is roughly 30min long. Check back monthly for new episodes, hosts and relevant topics.
Make sure to subscribe. Thanks for listening.
Financial Flash Podcast - #288: When and How to talk about Wealth Transfer
The Great Wealth Transfer is already underway, with more than $100 trillion expected to move between generations over the next two decades. But while many families focus on the technical side of estate planning, far fewer are prepared for the conversations that come with it. In this episode of Financial Flash Report, Susan Stiles and Senior Wealth Advisor John Stone discuss “the talk” — when families should begin discussing estate planning, inheritance, expectations, and legacy planning w...
7 Apr 2026
AskSusan - June25_Men's Edition
AskSusan | Financial Advice Column — Episode June25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With...
7 Apr 2026
AskSusan - July25_Explore Edition
AskSusan | Financial Advice Column — Episode July25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With...
7 Apr 2026
AskSusan - May25_Ladies Edition
AskSusan | Financial Advice Column — Episode May25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With ...
7 Apr 2026
AskSusan - Mar25_Home
AskSusan | Financial Advice Column — Episode March25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. Wit...
7 Apr 2026
AskSusan - Feb25_Love Local
AskSusan | Financial Advice Column — Episode March25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. Wit...
7 Apr 2026
AskSusan - April25_Investment Edition
AskSusan | Financial Advice Column — Episode April25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. Wit...
6 Apr 2026
AskSusan - Jan25_Health & Wellness
AskSusan | Financial Advice Column — Episode Jan25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With ...
2 May 2025
BITK - Episode 09: Guest Lori Ryan
This episode #9 of the Be In The Know podcast features guest, Lori Ryan - ChatGPT/Custom GPT Expert and founder of LorIgnite.com Together with your host, Glenn Gray, ( Digital Brand Connector and AI Enthusiast at Stiles Financial Services, Inc.) they look over the amazing advances in AI and how to use it to our advantage in a practical manner. They take a look at incorporating LLM's like Grok into a conversation as a fact-checker or easy way to ask questions within the context of the conversa...
In this episode of Be In The Know, we sit down with one of the CoFounders of Fentanyl Free Communities Foundation, Michele Hein. Michele's organization was the recipient of The Stiles Financial Community Service donation for 2025. FFCF was founded after Michele's son Tyler died of fentanyl poisoning while trying to get his life back on track after years of addiction. Listen in to hear how to spot fentanyl use in family or friends. Or how to register your company as a Narcan location to help t...
30 Dec 2024
BITK - Episode 7 - Pt 2: Guests: Brad & Brandon
Kristine Meyer hosts for part two of her series on Real Estate. This time she discusses real estate as an investment. What types and how to assemble the right team to help oversee the property. Brad Fox and Brandon Vitale are her guests. Check it out. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation...
27 Nov 2024
BITK - Episode 6 - Guests: Brad & Brandon
In this 6th episode of Be In The Know, host Kristen Meyer talks with her guests: Contractor/Broker - Brad Fox and Broker - Brandon Vitale. Together they hit on various aspects of Real Estate and the Consumer Home Market. Topics covered in this 1st of a two-part series include - the current status of the market, mortgage rates, what buyers need to know and where they think the market is headed. This is an easy listen and will get you primed for part two coming in December. Stiles...
30 Aug 2024
BITK - Episode 5 - Quarters & Sense Q2
In this episode of BITK, Paul and Mark highlight their review of the market performance for Q2. They call it Quarters & Sense. Tune in and learn how the second quarter performed and how that will guide them through the next quarter and throughout the rest of the year. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an ...
14 Jun 2024
BITK - Episode 4 - Quarters & Sense
Paul and Mark break down the last quarter and highlight the ups and downs and the trends that might be currently trending. Subscribe so you don't miss the next one. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any securities or investment strategies. Investments involve risk and a...
6 May 2024
BITK - Episode 3 - Guest: Theresa Bea / Family Law
Kristine hosts and her special guest, Theresa Bea talk family law and getting your "Family Financial House" in order. These two ladies are long-time friends, so this is more like listening in on a conversation at your favorite coffee house and the time goes by quickly. Plus, you'll learn a few important bits of information along the way. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not...
8 Mar 2024
BITK - Episode 2 - Growing up in Liberia, Africa
Guest Cyrus Simmonds, Associate Financial Planner at Stiles Financial Services, sits down to discuss what it was like to grow up in Liberia, Africa. We talk about the banking systems, the government, civil unrest, retirement, beaches and investment opportunities. It's a great little insight into who we are as people and your financial partners. Thanks for listening. Don't forget to subscribe. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Informat...
23 Feb 2024
BITK - Episode 1 - Guest: Susan Stiles
For our maiden voyage of the Be In The Know podcast, Kristine Iten interviews our founder and guiding light, Susan Stiles. She created Stiles Financial 23 years ago after a blossoming career in hospitality in Chicago and NYC. She shares her challenges, successes and hopes for the future with us. And what better place to start the BITK podcast, than with the woman who started it all?! Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presen...
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