Ep 50: Are You Asking the Wrong Questions About Your Finances?
A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.
Ep 48: Do You Want to Retire Early?
Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you.
Life Insurance Payout Considerations
Life Insurance Payout Considerations [...]
Ep 26: Should You Listen To Dave Ramsey’s Advice?
Let’s talk about financial guru Dave Ramsey. He has a huge empire and millions of people listen to him each day, but do we agree with his financial principles? Find out in today’s podcast.
Ep 16: Pros and Cons of the 4 Worlds of Money
Do you know the four worlds of money and how they affect you? We break down the pros and cons of each.
Ep 9: Tax Planning with Addison Maille
Business owners and investors have dealt with a difficult 2020 as we reach the midway point and could likely use any advantage they can find.
Ep 8: Building a Business with Ken Gwyn of Bulldog Group
We’re fortunate to live in a community with many great small businesses whose owners are willing to share their experience. Today we wanted to bring on one of those people to provide some inspiration and help motivate anyone that aspires to start a business. Ken Gwyn is the CEO at Bulldog Group, which has its corporate offices in downtown Winston-Salem, and has learned a lot over the course of three decades.
Ep 6: Benjamin Franklin Teaches Us About Financial Planning
Few people have made the lasting impact that Founding Father Benjamin Franklin has. Many of the values he believed in and much of the wisdom he shared is still followed centuries later. He provided us with a long list of quotes that continue to get referenced in modern day discussions. You could be surprised to hear how many of these can apply to financial planning even if that might not have been the original intention.
Ep 5: How Has COVID-19 Impacted the Triad Real Estate Market?
With the economy starting to open back in many different states, the hope is that we’ll start to see things begin to stabilize and improve for small businesses. But what can we expect from the real estate market in 2020? How much has it been impacted and is there opportunities to be found?
Ep 4: Cleaning Out Your Financial Closet
Think about all the work around the house you’ve been doing since the quarantine started. The house is clean(ish), the yard looks great, and you’ve checked a lot of items off the to-do list.
