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Ep 45: The Different Types of Financial Personalities

We work with all types of people and personalities, and the way you view money affects the way need to plan. Let’s look through the different types of financial personalities and describe the characteristics you’ll find with each.

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Ep 35: Retirement Planning for Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll talk about the areas where Dale sees the biggest trouble areas when it comes to planning.

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Ep 12: Cleaning Out Your Financial Closet

A lot of Americans are using this lockdown time to clean up around the house so let’s channel that energy to getting our finances organized as well. We’re going to open the doors to that financial closet you haven’t looked into for some time and talk about how to get everything in order.

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