Father Son Finance

In the latest episode of Father Son Finance, we dive into the world of finance designations. CFP, CPA, CPWA - you've likely seen these acronyms floating around LinkedIn, but have you ever wondered what they mean and why they should be included in your due diligence when choosing what professionals to work with? In this episode, we break down the main focus and requirements for each certificati...

In this episode, we discuss rules that we use each and every day as we manage clients' money. Some things that you should think about when investing are: 1. What are you investing for? What is your goal? 2. How much risk do you want to take? 3. What is diversification? 4. What is your time horizon? We go over these topics and more in this episode. Check it out!

This episode we are focusing on cash 💵. People often wonder: "How much cash should I keep for an emergency?" "What is the best way to get a return on cash?" "Should this cash be invested in the market?" We break down these questions and more in this episode. Give it a listen!

We are excited to share with you "Episode 1" of our new podcast! Our goal with these videos is to provide education through a new medium. We will talk about all things investing and finance. This episode dives into the similarities and differences of Saving vs. Investing. We also discuss the importance of everyone establishing a personalized financial plan. We look forward to connecting...