Podcast

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

As we approach the end of the year, we head into crunch time for tax planning. In this episode, Jeremy Finger, CFP®, shares some of the best methods to approach tax planning as well as… Read More

It’s not too early to begin getting documents in order for estate planning. Is your estate plan ready? In this episode, Jeremy Finger, CFP®, speaks with Meghan Barnes, an estate attorney, about the documents you… Read More

We are truly in a crazy investment environment right now where predicting what’s to come seems nearly impossible. Let’s take a look at the current state of the market and different investment strategies. In this… Read More

From the time you get your first job to the time you retire, tax planning is crucial throughout your entire life. Being efficient with your taxes can help you to live your best life. In… Read More

A common surprise to many people is when they retire, they realize that they have to pay some taxes. Do you have a plan to help protect your retirement money? In this episode, Jeremy Finger… Read More

Over time as you get older your family might see a decline in your physical or mental health. But how do you know when you or a loved one may need care assistance from a… Read More

Saying you were retired used to have a negative connotation because it meant you were no longer able to work, but now, it is something everyone works towards and dreams of. Why does the meaning… Read More