“If I can manage my own portfolio, why would I pay all the fees for a financial advisor?” 🤔...
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Unfortunately, DIY financial planning rarely works in your favor...
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A critical truth: your insurance salesman may not be the qualified financial advisor you need.
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Breaking Down Investment Overlap
Don't fall into the trap of mistaking media consumption for proper research. Join us in this discussion as we debunk the myths and shed light on the importance
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Don't underestimate the impact of asset allocation on your overall returns and tax implications. It's essential to understand how different funds perform in
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This week on The Money Puzzle we talk about the new Secure Act 2.0. some pretty significant changes were made and we wanted to highlight some of the more
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This week we brought our families in on the fun! With Special Guest Mike Quirk & Chris McCormick. We have been wanting to do a blind taste test and here it is
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With the New Year upon us, this week on The Money Puzzle Podcast we had a little fun and talked about some of the predictions we expect to see in 2023. Watch
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This week’s pick is from our bordering state, Jack Daniel’s Bonded Tennessee Whiskey. Bonded is Bottled-in-Bond, aged in select barrels for added depth and
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This week was a first for everyone. We tried Old Elk Armagnac Cask Finish Bourbon Whiskey. Out of Colorado, The Old Elk Bourbon Whiskey is Left to rest in
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This week on The Money Puzzle Podcast today's we share a story of a client who if they would have sought advice from a professional, could have ended up better
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