Ranked #1
Ep 56: Retirement Planning For Business Owners
Ep 56: Retirement Planning For Business Owners
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today w... Read more
7 Jul 2022
•
11mins
Ranked #2
Ep 55: What is Your Risk Tolerance Level?
Ep 55: What is Your Risk Tolerance Level?
Are you someone who doesn’t mind riding the rollercoaster of investment ups and downs? If so, you are more of a risk-tak... Read more
16 Jun 2022
•
11mins
Ranked #3
Ep 54: Financial Proverbs That Can Help You
Ep 54: Financial Proverbs That Can Help You
We made a list of some financial proverbs that we thought might be able to help you in your financial situation. Find ou... Read more
2 Jun 2022
•
11mins
Ranked #4
Ep 53: DIY Financial Planning
Ep 53: DIY Financial Planning
People love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landsca... Read more
19 May 2022
•
19mins
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Ranked #5
Ep 52: Things You Don’t Consider for Retirement
Ep 52: Things You Don’t Consider for Retirement
When planning your retirement, there are some key details you need to consider. For instance, will you need to support y... Read more
5 May 2022
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21mins
Ranked #6
Ep 51: Style vs. Substance in the Financial World
Ep 51: Style vs. Substance in the Financial World
On today’s show we’re talking about some of the stylish things in the financial world that can distract you from the sub... Read more
21 Apr 2022
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10mins
Ranked #7
Ep 50: Are You Asking the Wrong Questions About Your Finances?
Ep 50: Are You Asking the Wrong Questions About Your Finances?
A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share som... Read more
7 Apr 2022
•
10mins
Ranked #8
Ep 49: What it’s Like to Be Our Client
Ep 49: What it’s Like to Be Our Client
Today we’re focusing on what it’s like to be our client. We’ll explain how the relationship between a client and financi... Read more
17 Mar 2022
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11mins
Ranked #9
Ep 48: Do You Want to Retire Early?
Ep 48: Do You Want to Retire Early?
Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’... Read more
3 Mar 2022
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13mins
Ranked #10
Ep 47: CPA Shares Business Advice, Mistakes to Avoid
Ep 47: CPA Shares Business Advice, Mistakes to Avoid
If you are a seasoned business owner, today’s episode is for you. Jimmy Eggers, a partner at Smith Leonard Accountants a... Read more
17 Feb 2022
•
21mins
