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.
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.
Ep 3: Common Retirement Assumptions
Many people try to take on financial planning without help, but one the issues you run into is making decisions based on assumptions you have about retirement. These misbeliefs could cost you money at best and derail your retirement at worse. No one wants that to happen to them so clearing up these assumptions is our goal for this episode of the How Money Works podcast.
Ep 2: Understanding the CARES Act + Social Distancing for Finance
We understand how difficult this time can be for individuals and small business owners. The uncertainty of the coronavirus and what the ultimate impact on the economy will be has put a huge financial burden on everyone.
Ep 1: Financial Considerations to Make After Coronavirus Fallout
As the coronavirus pandemic spreads across the country, it’s getting more and more difficult to find someone not affected by this emotionally or financially.
