Adam and Ben made five “bold” predictions on the future of the advising industry back in Episode 43. Four years later, it turns out those predictions were not so bold! Listen in as they reflect on what has changed and is continuing to change fo...

So you received a bump in pay at work, a promotion, or some lump sum bonus. Maybe now you’re asking,  “How do I handle this newfound money/income?” Listen in as Adam and Ben discuss this situation as an opportunity to involve your fina...

Being well-informed is a good thing. No one wants to make costly mistakes because they weren’t paying attention to important things or got bad intel along the way. But is it possible to have too much information? Listen to Adam and Ben disc...

We all know that New Year’s Resolutions often fail. But studies always show how important goal setting can be. How can we set big goals and focus on big things when life feels hard and there are so many other fires in our lives that need to be ...

There’s a common question asked pre and post-election; “How will this affect investments?” It’s also that time of the year when we naturally reflect back on how the market’s performed this past year and what that may mean for next year. Put tho...