エピソード

  • Setting Your 2026 Financial Plan: A New Years Check In

    Setting Your 2026 Financial Plan: A New Years Check In
    2026/01/30

    Welcome to our second podcast episode. Today, we take a look at what to review as you set your 2026 financial plan. The conversation focuses on key areas to consider at the start of the year and how small check-ins can help keep your goals on track. Featuring insights from advisors Matthew McAnulty, CFP®, EA, Matthew Clouden, and Hayden Mumbach.
    続きを読む 一部表示
    36 分
  • One Big Beautiful Bill

    One Big Beautiful Bill
    2025/12/16

    Welcome to our first podcast episode! Today, we’re breaking down the One Big Beautiful Bill and taking a deep dive into what it means for individuals and families. Featuring insights from advisors Matthew McAnulty, CFP®, EA, Matthew Clouden, and Hayden Mumbach.
    続きを読む 一部表示
    32 分