We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.
First Citizens to Buy SVB
Bitcoin Bounces Back
Bank Fallout
Lawmakers Revisiting Social Security Language
30-Somethings In a Mountain of Debt
Rising Yields, Falling Stocks
Super Bowl Spending
What is a ”Rolling Recession”?
Secure Act 2.0 (Part 2)
Secure Act 2.0 (Part 1)
Keeping Financial Resolutions
Do No-Risk Investments Exist?
Goal Setting for the New Year
Millennial Millionaires Pare Back on Holiday Spending
Should I Pull from my 401(k) Now?
Sports Betting on College Campuses
Another One Bites the Dust
How the Mighty Fall
Ep 127: Midterm Aftermath
Ep 126: Jackpot!
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