Education Planning Series: Your Guide to Navigating the FAFSA (Ep. 11)

Education Planning Series: Your Guide to Navigating the FAFSA (Ep. 11)

Do you need clarification on what a FAFSA is, and how you can receive student aid to help pay for your child’s college education? Welcome to the first in a series of episodes focusing on Education Planning! In this episode, Tina Steele, founder of The FAFSA Guru, discusses navigating the process of submitting a FAFSA, …

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Empowering Investors with Riskalyze with Chris Quandt (Ep. 4)

Empowering Investors with Riskalyze with Chris Quandt (Ep. 4)

Halloween is right around the corner and it’s the time of year where everything gets a little spookier, including the markets. One way of ensuring clients feel confident about their investments and less eerie of the markets is by providing a tool like Riskalyze. This week we have our very first guest, a fellow Gen …

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The MTV Generation and Retirement (Ep. 2)

The MTV Generation and Retirement (Ep. 2)

When it comes to pop culture, Gen Xers changed everything. We are the kids of the ‘MTV generation’ that watched music morph from radio to video.  Now that we’re a little older, transitioning into retirement is the next big change. In this episode, Will Hoffman addresses questions about planning for retirement, and concerns about the …

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