First Financial Insights
What Are Bonds and Why Own Them?
https://player.vimeo.com/video/313046297 Companies have the ability to raise money in a lot of different ways. If they want to let investors own a part in their
What Are Stocks and Why Own Them?
https://player.vimeo.com/video/307137257So, what are stocks? A stock is in simple terms, a piece of paper stating that you own a share of a company. But what
You Need A Solid Financial Plan
https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember
What Makes Fee-Only Different?
https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what
Bench Talk: 5 Things You Can Do
https://player.vimeo.com/video/221493105 5 Things You Can Do Today There is an old saying, part of Isacc Newton’s first law of motion, that states, “a body in
Is Your Advisor an Eeyore?
https://player.vimeo.com/video/219585253 Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve all run into that person – the “Eeyores” of
Bench Talk: Habit of Generosity with Kids
https://player.vimeo.com/video/201204183 Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all you Broadway Musical buffs out there, who said the
Bench Talk: Why Do We Invest?
https://player.vimeo.com/video/186024916 Why Do We Invest? Investing is risky so why do it? The reason is inflation. Inflation is simply the rising cost of goods and
Bench Talk: How I Paid Off $50k in Student Debt
https://player.vimeo.com/video/180201996 Did you know that there are over 45 million people in the United States that carry student loan debt? And….as of right now, you
Bench Talk: Don’t Ignore Your Finances
https://player.vimeo.com/video/178048195 One of the biggest concerns couples have is how to talk about their finances. When it comes to money and finances, this question almost
Bench Talk: 10 Questions to Assess Your Estate Plan
https://player.vimeo.com/video/174427830 It’s important to assess the health of your estate plan. More often than not, people do not adequately prepare for estate planning and retirement.
Bench Talk: Brewing The Perfect Financial Plan
https://player.vimeo.com/video/162611005For today’s Bench Talk I’m going to be talking about beer and financial plans. I know what you’re thinking, those two things don’t go together.
Bench Talk: Great Coaches Cast Vision
https://player.vimeo.com/video/160939454 One of my favorite movie quotes is from a film called Miracle. If you’ve seen that movie, you know it’s about the 1980 U.S.
Bench Talk: Wealth Transition Troubles
https://player.vimeo.com/video/158257520We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from 60 trillion to 120 trillion dollars will change hands between
Bench Talk: Why You Need A Living Trust
https://player.vimeo.com/video/153959729 One of the key components of a financial plan is estate planning, and a living trust plays a big role in your estate plan.
Bench Talk: Yogi Berra & Retirement Questions
https://player.vimeo.com/video/153064016The great Yogi Berra once said, “If you don’t know where you’re going, you will end up in a different place.” When planning for retirement,
Bench Talk: Breaking Bad Behaviors
https://player.vimeo.com/video/150986792 Breaking Bad Behaviors This Bench Talk is all about breaking bad behaviors. More specifically, behaviors that get us in trouble when it comes to
