PODCAST TOPIC
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.
View Episode
In this episode, Steph breaks down how your personal beliefs, background, and goals all play a role in choosing the right financial advisor. Don’t just pick someone with a title, pick someone who gets you. Choosing a financial advisor isn’t one-size-fits-all. In Episode 17, Steph dives into the key factors to consideR, from ethics and demographics to fees and service offerings. She explains how your personal views and values should align with your advisor’s approach, and why it’s important they offer the full suite of services you need, like tax planning, insurance, and investment strategies.
View Episode
Long-term care planning isn’t just about health, it’s about protecting your assets.
View Episode
Does making more money actually lead to more happiness? In this episode of Off the Charts, Jordan Dunsmore dives into the data to find out! 📊 Watch as he breaks down the numbers and uncovers whether financial success equals a better life.
View Episode
Join Joshua R. Yoskosky and Joseph Simon, CIMA® as they break down tax loss harvesting, what it is, why it matters, and how it can benefit investors.
View Episode
This edition of Off the Charts Jordan Dunsmore, CEP® offers expert insights and practical strategies for aligning your retirement plans with your values.
View Episode
