Podcast

We all know about Warren Buffett’s incredible success in investing, but have you heard of Charlie Munger? He’s been a major force behind the success of Berkshire Hathaway, and we’ve got some of his most… Read More

So you have your retirement plan, now what? In this episode, Jeremy Finger goes over some of the important things to think about when it comes to generating income and retirement to help you make… Read More

When saving for retirement, the first step is making sure you have at least three to six months of emergency cash. And then what? Discover the steps to planning your retirement on this episode of… Read More

Fiduciaries have a legal obligation to act in your best interest. Today, we’re diving into why fiduciaries are so important in the financial world. In this episode, Jeremy Finger, CFP®, covers everything about financial fiduciaries…. Read More

Many people want to downsize or buy a second home when they retire, but what things do they need to think about before they purchase real estate? In this episode, Jeremy Finger, CFP®, talks about… Read More

Have you heard of the Secure Act 2.0? In this episode, Jeremy Finger, CFP®, goes over the Secure Act 2.0 and focuses on the important changes that affect those over 50 years old and those… Read More

If you’re nearing 50, you need to start preparing for retirement. In this episode, Jeremy Finger, CFP®, talks about how you can get started and what you need to get in order before you retire…. Read More

Not many people know about the options available to them when working with a smaller local bank compared to larger financial institutions. In this episode, Jeremy Finger, CFP®, speaks with David Anderson, president and CEO… Read More

If you’re approaching retirement or starting to think about retirement, finding the right health insurance has probably crossed your mind. In this episode, Jeremy Finger, CFP®, and David Seiger, J.D., LTCP, discuss all things long-term… Read More