Pull up a chair with David and Nick for warm, real conversations about money, purpose, and building the life you truly want. Focused on clarity and confidence, they help you move from uncertainty to a plan rooted in your values. Whether you’re a lifelong
When should you refinance your mortgage? Low-interest rates may not be good for your savings account, but it could save you thousands of dollars on...
Do you have a Health Savings Account (HSA)? Many employers now offer high-deductible insurance plans that qualify participants to save money in a health...
Do you have money in savings that could be working better for you somewhere else? Interest rates are low right now. That’s great if you are a borrower,...
How would you describe your relationship with money? Money can't buy you love, but you can learn to use money to create the life you want.
These episodes explain the different types of financial planning companies and how they get paid.