Your Finances — Know You Can

The Array of Benefits Financial Planners Have to Offer with Andrew Owsiak (Ep. 7)

When looking to invest your money, oftentimes people will go to banks as a safe option. What they don’t realize is that they are short changing themselves...

The Best Insurance is The One That’s There When You Need It with Devon Cheema (Ep. 6)

When you were adding insurance to your financial plan, did you complete a detailed needs analysis to ensure that your family’s needs would be addressed?

Many...

Tax Planner vs Tax Preparer: What You Need To Know with Blake Carruthers, CFP (Ep. 5)

Do you have someone just preparing your taxes, or do you have someone that helps you plan for your taxes?

Most clients are unaware of the amount...

What You Should Know About Estate Planning? (Ep. 4)

If you were to die tomorrow, do you have a plan for how your estate would be handled? Who would be your power of attorney? Do you know who gets which...

How to Carefully Pick Your Financial Planner (Ep. 3)

Your investments are the fuel for your trip, but your financial plan is your flight plan. And without that, you don’t know how much fuel or investments...