What Your Financial Advisor Isn’t Telling You
In this episode of the J&J Show, we’re breaking down what it really means to be a fiduciary and why that’s just the starting point.
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PODCAST TOPIC
Financial Planning
Real Questions, Real Advice: What to Ask Your Financial Advisor
In this episode, financial managers Joe Simon & Josh Yoskosky break down the most common and important questions people ask their financial advisor.
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Budgeting
In this episode of Compound Growth, Mike and Brody break down a real-life example of a 21-year-old earning $100,000 a year and explain exactly how to budget, save, and plan to buy your first home.
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Budgeting
We break down the essentials of budgeting and why it is the foundation of financial success. From tracking expenses to setting realistic goals, learn how to take control of your money and create a plan that works for your lifestyle. Whether you are just starting out or looking to fine tune your approach, this episode offers practical tips to help you spend smarter and save with purpose.
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What You Need to Know About Estate Planning
We’re joined by Dan Carr, estate planning attorney and founder of Carr Law LLC in Murrysville, PA. In this episode, Dan breaks down what every family and business owner should know about wills, trusts, and protecting your legacy.
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Planning for Retirement Starts NOW
In Episode 13 of Watch Your Assets, Stephanie Bracken breaks down what retirement planning actually looks like. From timelines to taxes, Steph covers what you should be thinking about now, no matter your age or income. Whether you’re 25 or 55, this episode will help you start thinking about retirement with clarity and confidence.
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