Episodes

  • Mental Wealth

    Mental Wealth
    Jun 28 2025
    In this episode, we discuss practical strategies for cultivating a resilient mindset, helping you navigate market volatility with confidence and make sound decisions under pressure. Discover how mastering your financial psychology is just as crucial as understanding the numbers, leading to true and lasting mental wealth.
    Show More Show Less
    Less than 1 minute
  • Managing Your Investments - Objectives and Risks

    Managing Your Investments - Objectives and Risks
    Jun 14 2025
    In this episode, we dive into the crucial first steps of building a robust investment strategy. We'll explore how to clearly define your financial objectives, whether they're for retirement, a down payment, or something else entirely. Then, we'll unpack the various risks associated with investing and how understanding them is key to making informed decisions.
    Show More Show Less
    Less than 1 minute
  • Market Talk with Matt Anderson

    Market Talk with Matt Anderson
    Jun 7 2025
    Matt Anderson joins the show to break down the latest inflation data and what it means for your wallet. We'll discuss the potential impact on interest rates and share actionable strategies to navigate these uncertain economic times. Tune in to understand how current market shifts could affect your long-term financial planning.
    Show More Show Less
    Less than 1 minute
  • Common Estate Planning Mistakes

    Common Estate Planning Mistakes
    May 17 2025
    This week, we dive into the most frequent errors people make, from outdated beneficiary designations to neglecting digital assets. Learn how to identify these pitfalls and ensure your wishes are clearly and legally documented.
    Show More Show Less
    Less than 1 minute
  • The Importance of Finding a Good Financial Advisor and What to Expect

    The Importance of Finding a Good Financial Advisor and What to Expect
    Apr 26 2025
    Working with a financial advisor can save you a lot of money and help you avoid costly mistakes. But how do you find one and what should you look for? We address these questions in this weeks show.
    Show More Show Less
    Less than 1 minute
  • Handling Market Volatility with a Plan

    Handling Market Volatility with a Plan
    Apr 19 2025
    The market has been on a wild ride, so in today's show we talk about how you can have a plan to help protect your finances and retirement savings.
    Show More Show Less
    Less than 1 minute
  • Planning with Federal Benefits

    Planning with Federal Benefits
    Apr 12 2025
    This episode dives into the often-complex world of federal benefits and how they can be strategically incorporated into your overall financial plan. We break down key benefits like the Federal Employees Retirement System (FERS), the Thrift Savings Plan (TSP), and federal health insurance options, explaining their nuances and potential advantages. Learn how to maximize these valuable resources to build a secure financial future as a federal employee.
    Show More Show Less
    Less than 1 minute