Saving for Your Kids’ Future
Discover the importance of starting early and the strategies parents can use to prepare for future education costs, life milestones, and long-term financial success.
View EpisodeInvestment Strategy
PODCAST TOPIC
Investment Strategy
Private to Public: How IPOs Work
Mike and Brody take a closer look at IPOs, explaining how companies make the jump to the public markets and what investors should know.
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Data Centers, AI & the Next Investment Boom?
Discover how AI is fueling the data center boom and what it means for investors. Episode 11 of Compound Growth explores infrastructure demand, investment opportunities, risks, and the future of AI-driven growth.
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Education Planning | Different Ways to Fund Your Child’s Education
Explore 529 plans, Roth IRA conversions, student loans, UTMAs, and other strategies for saving and paying for education expenses.
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Why Financial Planning Matters
Mike Dukovich sits down with Steph Bracken, VP of Financial Planning at YTS Wealth Management, to discuss the importance of financial planning and why having a thoughtful plan can help you prepare for the future.
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Building Trust: The Cornerstone of Client Relationships
Explore how trust, client relationships, and executive clothing intersect with wealth management in Episode 28 with Steph Bracken and Drake Moore of Tom James Company.
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