What does a financial plan do? A financial plan will take everything we know about you today and guide us all the way through your retirement. But it isn’t a “plug n’ play” template because of life events: marriage, divorce, birth, death, coll

Financial Mistake #2: Taking on too much bad debt

Jan 2nd, 2020 6m 35s

This is the second post in our series “5 Financial Mistakes You’re Making Now”. Mistake #2: Taking On Too Much Bad DebtThere is good debt and bad debt. Mortgages can be good debt - everyone needs a roof over their heads and having a mortgage pr

Financial Mistake #3: Paying for college with retirement funds

Jan 2nd, 2020 6m 3s

The cost of higher education is rising, and it’s a temptation for many parents to pull money from their retirement funds to help pay for their children’s college expenses. But if you pull money from your retirement, will you be able to replace

Financial Mistake #5: Not Having a Financial Plan

Jan 2nd, 2020 8m 29s

When it comes to financial planning, many people’s “plan” is “pay my bills, buy things I want, try to save some.” This isn’t a financial plan, and if you aim at nothing, you’ll hit it every time. Can people achieve financial success without a s

Financial Mistake #4: Not talking with a financial advisor

Jan 2nd, 2020 7m 44s

Do enough Googling and you can figure out your financial on your own, right? Not really. Google IS great if you know what questions to ask, but then you also end up with the problem of having to sort through and synthesize a mountain of informa

Financial Mistake #1: Not Paying Yourself First

Jan 2nd, 2020 5m 10s

Today we start a series called “5 Financial Mistakes You’re Making Now” where we tackle the actions people take that will hurt their finances the most. Mistake #1: Not Paying Yourself FirstIs saving money the first thing you do with a paycheck

Why is this podcast important?

Jan 2nd, 2020 5m 1s

What we love to do is help people and helping them get on the fast track to financial freedom. One of the ways we do that is by simplifying financial concepts. In the world of wealth management, there’s a lot to understand. Some people get inti

What if I'm too Embarrassed to talk to a Financial Advisor?

Dec 23rd, 2019 6m 19s

Feeling too much shame about the state of your finances to ask someone for help? Financial advisor Mike Wegener talks about why moving beyond what's happened in the past is critical to take control of your future.

What Does a Financial Advisor Do?

Dec 23rd, 2019 6m 10s

You might be wondering how a financial advisor can help you. Is it help with budgeting, investments, or retirement planning? The answer is "All of the above and more."

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