Podcasts

If you're a baby boomer, you need to know the importance of how working with a plan and a financial advisor can help prepare you for retirement.

Here are some surprising statistics about millennials & finances.

Chris interviews Erin Gibney, a millennial musician.

2018 Midyear Economic Update

Start investing early enough & you my be on your way to retirement as a millionaire!

A holistic approach to dealing with the loss of a spouse. It can be a devastating, life-changing event. Due to longer life expectancy, women especially are more likely to face this situation.

Chris discusses the state of change in the country & how that affects the markets

Find out how strategies to become known, liked, and trusted.

Chris discusses the rise of interest rates.

Listen to these 5 keys to investing that will help prepare you for retirement

Here are some last minute retirement planning strategies you should know.

Chris goes over what the Rule of 72 is and the power of dividing it by your anticipated rate of return

Chris talks about the difference between ETF's & Mutual Funds.

Here are some facts that women preparing for retirement need to know.

Chris discusses his methodology during periods of volatility.

Chris discusses profiles and qualities of potential clients that usually benefit the most from our services.

Managing finances is a difficult process but with the help and advice of a certified financial planner, you can make the most out of how to deal with your money. Find out what a CFP is and how they can help you.

Chris talks about some take-aways and considerations to think about when choosing life insurance.

Information you should know when financially planning.

Prepare For Your Career & Retirement