Jun 28, 2023

Chris & Jeff discuss the 12 retirement mistakes to avoid from a "US News & World Report" article. Some of the mistakes are not getting an early start in saving for retirement, agreeing to support adult children, overlooking contribution opportunities, etc. Listen in as they provide tips on how to manage these potential...

Jun 22, 2023

In this episode, Chris talks with Ric Edelman, investor, author, and founder of Edelman Financial Engines about digital assets and blockchain. Ric also started a Digital Asset Council of Financial Professionals (DACFP), which provides courses and a certification on crypto.  

Their conversation includes the difference...

Jun 21, 2023

Attorney F. Keats Boyd, III, President at the Law Offices of Boyd & Boyd, P.C., joins Chris. Keats reviews basic estate planning documents and when they are applicable. It’s never to early to have a Healthcare Proxy, Power of Attorney, Will, Revocable Trust, and HIPPA Authorization in place to ensure your desires are...

Jun 20, 2023

Chris and Jeff talk about the benefit of having life insurance at different stages of one’s life. Life insurance can serve as a temporary tool to give one time to create the wealth that has not yet been created.

How much life insurance you need should ideally be determined in the context of your financial plan. Most...

Jun 18, 2023

Chris & Jeff talk about the market. This week the Federal Reserve paused on interest rate hikes for May and the market is reacting favorably. The Core Inflation Rate is still at 5+, so it is unclear if rates will be hiked in future months.

Chris discusses a Morningstar article “5 Charts on the Super Concentrated...