Investment Planning

Do You Cut and Paste Your Decisions About Money?

Think of your 3 favorite restaurants. Now imagine the head chef from each made his/her very best dish for you. Sounds splendid, right? Now imagine if you took a big bowl and mixed these three dishes together with a wire whisk. How does that sound? Not so good, right? So why do we do that with our money? We cut and paste every strategy that sounds good and mix it all together. No matter how superb each strategy may be, when you mix the 3 they may not mesh well together at all.

What is Your Greatest Financial Fear?

This is your 2021 challenge: Dig deep—what is your greatest financial fear? Once you've figured that out, the next question you need to ask is 'why?' Our in-house CFA Aaron Kennedy also joins us this week to share a market update.

The Retirement Dream

Imagine that you’ve worked 45 years and saved all you can only to hear that taxes are going to crush your retirement goals. Don't worry, there's hope! Learn how you can retire and stay retired successfully.

Congress Update

This week we talk about the updates to the economic relief package. So if you're a farmer, rancher, business owner, or non-profit, you don't want to miss this week's episode.

Are You in the Lifeboat with Your Investments?

Our in-house CFA Aaron Kennedy joins us this week on our show. As risk managers, we are in the business of first preserving what you have worked so hard to get, then growing it—not the other way around. You don't want to miss this week's episode!

Election Results & Your Next Steps

Right now, post-election, is the time to prioritize your to-do list in light of the results. Here are 5 priorities to consider.

What You Should Be Doing With Your Investments Pre/Post Election

Our in-house CFA Aaron Kennedy joins us this week on our show to let us know what you should be doing with your investments both pre and post election. You don't want to miss this!

Finding the Perfect Investment

Our in-house CFA Aaron Kennedy and CFP Matt Ervin join us this week on our show to share a market update and possibly the perfect investment...you don't want to miss this!

Is Your Life Insurance Another Victim of This Pandemic?

Is your life insurance another victim of this pandemic? Imagine buying a permanent life insurance policy only to find out that it's not so permanent and learn that you will most likely outlive the policy.

How Do You Look at Your Money?

Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.

Down is Good

Capitalism is alive and well in America. Don’t let your emotions get in the way and be sure to stick to your disciplines - buy low and sell high. Our in-house CFA Aaron Kennedy joins us this week on our show. You don't want to miss this!

Market Update

Hey everyone, hope you all are staying safe out there. We just wanted to let you know that we're thinking about you and we know you have questions and concerns. Aaron and Jim recorded a podcast this week that will help explain everything that's been going on.
Just know that our phone lines are always open and we're always here to help answer any questions that you may have. Be sure to check out this week's edition of our Weekly Life Lessons newsletter for some great information as well. Have a great week!