Focus on What Matters with Peter Mallouk Do you focus on what matters, or what seems urgent? Peter Mallouk talks about the value of taking a simplified approach to your finances! About the EpisodeWe focused on how to focus on what matters when it comes to your money,...

What's Your Number and Does it Matter? What's your number to live a comfortable retirement, and is that what you should be focused on? George G breaks the process down!About the EpisodeWhat's your number to live a comfortable retirement, and is that what you should be...

The Fiduciary Rule with Stephen Kagawa A new fiduciary rule could negatively impact the way financial services and advice are delivered. Stephen Kagawa breaks down what you need to know!About the EpisodeWe focused on the fiduciary rule impacting how financial services...

Financial What If's with Derek Mazzarella There are a lot of financial what if's when it comes to retirement. Derek Mazzarella shares his perspective on how to find the success you're looking for!About the EpisodeWe focused on financial what if’s in retirement, how to...

Better Investing with Gil Baumgarten Could being more patient lead to better investing? Gil Baumgarten talks about how to become a permanent participant in the market and the benefits of doing it!About the EpisodeWe focused on better investing, what it means to be a...

Lifetime Income with Matt Wolniewicz Even after we stop working, we still want consistent lifetime income. Matt Wolniewicz talks about how to make that happen with your 401(k)! About the EpisodeWe focused on creating lifetime income, the challenges of accumulating...

Money Advice for Young Adults What money advice would you give to your younger self? George G talks about the fundamentals for getting off to the right start!About the EpisodeWhat money advice would you give yourself as a young adult? The world of personal finance is...

Inflationary Vibes Is inflation really a problem, or does it just feel like it's a problem? George G breaks down the numbers and talks about our current reality! About the EpisodeIs inflation really a problem, or does it just feel like it's a problem? The Wall Street...

Having Tough Conversations with Tom Wall To be a good advisor, do you need to have tough conversations with your clients? Tom Wall talks about getting down to what matters when it comes to money! About the EpisodeWe focused on having tough conversations, how the...