Episodios

  • Estate Planning Essentials
    Sep 16 2024

    On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia are joined by Senior Estate Planner Jim Guckenberg to discuss some of the essentials to the estate planning process.

    Más Menos
    22 m
  • Handling Volatility
    Aug 15 2024

    With the recent volatility in the market, Ross and Cynthia take this opportunity to discuss some of the reasons behind this volatility and how to appropriately handle it.

    Más Menos
    10 m
  • To Break, or Not to Break?
    Jul 15 2024

    Let’s play a game! In this month’s installment of Six Minutes of Wisdom, Ross and Cynthia discuss some common rules of thumb on managing finances and they both weigh in on whether or not these rules should be broken.

    Más Menos
    11 m
  • The Downside of Delayed Gratification
    Jun 17 2024

    In this month’s installment of Six Minutes of Wisdom, Ross and Cynthia discuss the delicate balance between delayed gratification and spending your savings to reap the benefits.

    Más Menos
    11 m
  • 529 Day
    May 15 2024

    May 29th is 529 day! Tune in to this month’s episode of Six Minutes of Wisdom where Ross and Cynthia discuss 529s, financial aid, and some of the recent regulation changes.

    Más Menos
    12 m
  • Magic Number
    Apr 17 2024

    How much money do you need to retire? How long will it take to get there? Tune in to this month’s episode of Six Minutes of Wisdom where Ross and Cynthia discuss the topic of the “Magic Number”. Click the picture below to listen!

    Más Menos
    10 m
  • Considerations for Tax Season
    Mar 18 2024

    With tax season in full swing, this month’s episode of Six Minutes of Wisdom features Ross and Cynthia who discuss a few topics to consider when it comes to taxes.

    Más Menos
    11 m
  • The Early Days of Retirement
    Feb 15 2024

    On this month’s episode of Six Minutes of Wisdom, special guest Randy Stary joins Ross and Cynthia to discuss his transition into retirement.

    Más Menos
    15 m