Invest Savvy: Advice You Need to Know

About Invest Savvy: Advice You Need to Know

Join our hosts, Financial Consultants Krystian Cieplucha and Tom Davia, as they walk us through the fundamentals of investing, helping us to make informed and better decisions with our money, and discussing what we need to do to prepare for the road ahead._______________________________________________ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Alliant Credit Union (ACU) and Alliant Retirement and Investment Services (ARIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using ARIS, and may also be employees of ACU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ACU or ARIS. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Publisher

Alliant Retirement and Investment Services (ARIS)

Category

business · education

Language

en

Explicit

No

First episode

22 Feb 2022

Latest episode

16 Dec 2024

Latest episodes

25 episodes in the feed.

1. 

   16 Dec 2024

   Charitable Giving Throughout the Year

   We're back with another episode of Invest Savvy! We're presented with opportunities throughout the year to give to charity, but how do we make it a part of our routine? How do we maximize our donation so that the funds best help our chosen cause? Join Krystian and Brooke to discuss the opportunities for giving wisely. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS ...

2. 

   30 Apr 2024

   Interest Rate Forecast

   The news is filled with Fed meetings, inflation, and changes to the interest rate policy. For insights on these topics and more, our host Krystian talks with our partner Lawrence Gillum of LPL Financial Research, one of the largest independent investment research teams in the financial industry. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.

3. 

   5 Dec 2023

   Get Financially Ready for 2024

   The year's end brings deadlines and choices to be made for a fresh new year. Take a few minutes in your busy holidays to listen to our next episode, and get your financial plan straight for 2024. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.

Contact Invest Savvy: Advice You Need to Know

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.