Episode 001 - Introduction
Episode 002 - Coping with Social Distancing
Our featured speaker, Dr. Susan Jurish, speaks about ways to best cope during the uncertainty of the coronavirus pandemic and lockdown.
Episode 004 - Weathering the Storm
Listen in on our recorded presentation by Kezia Samuel on investing through a pandemic.
Episode 005 - ESG: Force for Positive Change
Matt & Adam discuss investing with impact.
Episode 006 - Simple and Tax-Smart Charitable Giving
Matt & Adam discuss ideas about creating legacy.
Episode 007 - Owning an Electric Vehicle
Matt & Adam discuss common questions about owning an electric car.
Episode 008 - Planning for Divorce
Matt & Adam discuss some insights about financial considerations when thinking about divorce.
Episode 009 - Thinking of Early Retirement
Matt & Adam talk about a few considerations for an early retirement.
Episode 010 - Making Contributions to Your 401(k)
Matt & Adam discuss whether you should contribute to your 401(k) plan.
Episode 011 - 10 Reasons to Update Your Will
Matt & Adam discuss considerations for updating your will.
Episode 012 - 4 Reasons to Consolidate Your Retirement Accounts
Matt & Adam discuss reasons you may want to consider colsolidating your retirement accounts.
Episode 013 - 5 Positive Financial Habits You Can Adopt Today
Matt & Adam discuss poitive things you can do to improve your financial outlook.
Episode 014 - Probing the Mind of a Teenager About Money
Matt and his special guest discuss money topics teenagers really want to know more about.
Episode 015 - 4 Ways to Give Children a Good Financial Foundation for Life
Matt and Adam discuss specific ways you can give children a financial head start.
Episode 016 - 5 Ways We Can Assist Clients Who've Lost a Loved One
Matt and Adam discuss financial counseling following the loss of a loved one.
Episode 017 - 7 Elements of Our Investment Philosophy
Matt and Adam discuss highlights of our investment philosophy.
Episode 018 - 6 Questions to Help Prepare for Meeting a New Financial Advisor
Matt and Adam discuss questions to consider when meeting with a new financial advisor.
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