Episodios

  • Mike Locke - Globe Life

    Mike Locke - Globe Life
    Apr 19 2023
    Mike Locke joins the podcast from Globe Life! An a licensed insurance producer and an accredited adviser in insurance, Mike shares his thoughts on life insurance and how it fits with his clients.
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    43 m
  • 2023 Q1 Review and Politics is Back (even though it never leaves)!

    2023 Q1 Review and Politics is Back (even though it never leaves)!
    Apr 19 2023

    The first quarter for 2023 has come to a close and we start to gear up for the Presidential election season....from a market standpoint, of course!
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    10 m
  • Emily Cisek - The Postage

    Emily Cisek - The Postage
    Apr 5 2023

    Emily Cisek is the co-founder and CEO of The Postage, a digital platform to support individuals and families with estate planning. Created through experience, this company is changing the way estate planning is created and stored!
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    44 m
  • SECURE ACT 2.0

    SECURE ACT 2.0
    Mar 31 2023
    Setting Every Community Up for Retirement Enhancement....What is it? What are my thoughts? We digest the pros and cons!
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    14 m
  • Amy Bottomley - Microsociety Academy Charter School (MACS)

    Amy Bottomley - Microsociety Academy Charter School (MACS)
    Mar 15 2023

    Amy Bottomley from MACS joins the podcast to discuss the finance behind school choice, as well as finance literacy in public schools and how MACS is approaching it differently!
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    42 m
  • SPECIAL EPISODE: What Happened with SVB?

    SPECIAL EPISODE: What Happened with SVB?
    Mar 10 2023

    Silicon Valley Bank has tanked. What the heck happened and is it going to lead to other banking issues?
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    9 m
  • Economics Shouldn't Be Political

    Economics Shouldn't Be Political
    Mar 8 2023

    Volatility is back and many are frustrated. Guess what? You have every right to be! Here are my thoughts on what's currently happening and things to expect!
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    15 m
  • Nathan Mook - Rhody Vault

    Nathan Mook - Rhody Vault
    Feb 22 2023

    Nathan Mook, creator of Rhody Vault, joins the podcast to discuss his journey of creating a media company. With so much success in such a short period of time, the sky is no limit for what Nathan has in store!
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    38 m