Jun 14, 2021
Have you ever thought about how inflation will affect your retirement portfolio? Frank will explain this and help develop solutions on how to protect yourself from the inevitability of inflation.
May 24, 2021
On this episode, we talk about Nick's upcoming wedding and how he's preparing financially. How should you prepare for your wedding and your financial future. What about getting married when you're older? Frank and Nick talk lightheartedly about what you should be preparing for.
May 24, 2021
We had a "Black Swan Event" at the beginning of the Covid pandemic. Nobody saw this coming, as is the definition of a Black Swan Event. But is another one on the horizon? How do we get to the point of a Black Swan Event? Frank and Nick explain how we build up to such an event and how to prepare for...
May 17, 2021
As President Biden's tax plan is going into effect, what should be expect for future tax hikes? Frank and Nick will give their thoughts on the future of what we can expect from what will be paying in taxes. Also, how they help their clients with their taxes.
May 3, 2021
If you've set all your bills to autopay, chances are that you never realize what fees you are paying. It's easy to set it and forget it, but when it comes to your portfolio, you shouldn't do that. Do you even know what fees you are paying? Frank and Nick explain all the fees you don't know about and how to remedy...