May 29, 2019
This podcast discussion is about the difference between financial planning and investment planning. Financial planning is looking at the big picture : a collaboration of estate planning, tax planning, investment planning, insurance planning, healthcare, etc. Multiple professionals working together to help an...
May 28, 2019
This episode is a conversation between Colin Meeks and myself, Ryan Stark, about our experiences helping people undo some of their financial decisions. We also tell a few stories about when we couldn't undo something, unfortunately; not everything can be undone.
May 22, 2019
There are more than 3 things, but these are important and a good place to start for things to look out for. Remember to set a plan and stick to it. We routinely suggest not changing the plan unless your life changes. Investing is a long term game.
May 4, 2019
This podcast is about insurance in general. It describes some of the different kinds and how we use them to plan, especially for special needs planning. We use both cash value/permanent and term insurance depending on the situation. We may even use Universal Life, which is a combination of whole life and term. It all...
May 1, 2019
What is Adult Prep? Check out this blurb directly from their website:
"Adult Prep teaches life skills to high schoolers, enabling them to be able to stand on their own two feet when they leave home. Imparting the skills needed to successfully transition to adulthood, Adult Prep creates...