This podcast covers all things money and investing. From overall financial planning, to specifics such as retirement and retirement benefits, college savings, wealth management, banking, estate planning and everything in between. If it has to do with money, we talk about it!
Mike Locke joins the podcast from Globe Life! An a licensed insurance producer and an accredited adviser in insurance, Mike shares his thoughts on life insurance and how it fits with his clients.
19 Apr 2023
2023 Q1 Review and Politics is Back (even though it never leaves)!
The first quarter for 2023 has come to a close and we start to gear up for the Presidential election season....from a market standpoint, of course!
5 Apr 2023
Emily Cisek - The Postage
Emily Cisek is the co-founder and CEO of The Postage, a digital platform to support individuals and families with estate planning. Created through experience, this company is changing the way estate planning is created and stored!
31 Mar 2023
SECURE ACT 2.0
Setting Every Community Up for Retirement Enhancement....What is it? What are my thoughts? We digest the pros and cons!
15 Mar 2023
Amy Bottomley - Microsociety Academy Charter School (MACS)
Amy Bottomley from MACS joins the podcast to discuss the finance behind school choice, as well as finance literacy in public schools and how MACS is approaching it differently!
10 Mar 2023
SPECIAL EPISODE: What Happened with SVB?
Silicon Valley Bank has tanked. What the heck happened and is it going to lead to other banking issues?
8 Mar 2023
Economics Shouldn't Be Political
Volatility is back and many are frustrated. Guess what? You have every right to be! Here are my thoughts on what's currently happening and things to expect!
22 Feb 2023
Nathan Mook - Rhody Vault
Nathan Mook, creator of Rhody Vault, joins the podcast to discuss his journey of creating a media company. With so much success in such a short period of time, the sky is no limit for what Nathan has in store!
15 Feb 2023
Capital Pains
It's tax season! This week we discuss the impact of taxes on your investments and some strategies to consider. It's never how much you make it's how much you keep!
9 Feb 2023
Andrew Paterson - Longwood Residential
On this episode we introduce Andrew Paterson to the podcast! Andrew is a real estate professional who services Greater Boston. We discuss the current residential real estate market was well as thoughts about the market going forward.
31 Jan 2023
2022 Year in Review
We recap 2022 and the crazy year that it was. From the war in Ukraine to rising interest rates, record inflation and so much more. We also share an update in the long-term outlook due to the decrease in stock and bond valuations.
26 Jan 2023
Start Your Year Off Right
New Year's resolutions always surround fitness and finances. In this episode we cover a very basic budgeting strategy to kick start your year in the right direction. Grab a pen and a napkin and get this done! It will certainly put things into perspective!
18 Jan 2023
Eggflation Nation
We've got an eggcellent show! On this episode we cover spiking inflation, if we're heading back to the 1970s, recent economic policies and their potential impact.
16 Jan 2023
Introduction to the Podcast and A Massive Wake Up Call
Welcome to the podcast! This being the first episode we introduce you to the show, cover some house keeping items and also discuss the Damar Hamlin situation and how it should be a wake up call to most Americans regarding their personal finances.
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