Ep 17: Getting Couples on the Same Financial Page
Are you and your spouse on the same page when it comes to finances and retire-ment planning? On today’s episode of How Money Works, Craig and Jennifer Moser explain why it’s so important.
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.
Things to Remember During Uncertain Times
While market volatility can be unsettling, it’s times like these when it’s important to remember we’re always keeping a watchful eye on your portfolio. And to help provide a little peace of mind, here are a few things to remember during uncertain times to help keep things in perspective.
Ep 10: The Importance of Third-Party Financial Planning
Hiring a third-party financial planner is crucial to helping you plan for retirement and manage your money. Today, we’re breaking down some of the ways a financial advisor can help you.
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.
Tax Planning With Addison Maille
Two specific topics we want to get Addison Maille's insight on are business succession planning and real estate investing tax challenges. We’ll discuss those things plus learn more about the tax planning process and what people can be doing over the second half of the year.
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.
