Private Financial Design, LLC
Your Bread and Butter™
Your Bread & Butter™ with Andrew R. Beaudry, CFP® and Ryan T. Cummings, CFP® delivers practical, easy-to-understand guidance on investing, retirement, taxes, and everyday money decisions. We break down markets, financial planning strategies, and timely topics so you can feel more confident in your financial life. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.
No dejes de visitar la web del podcast y apoyar a su creador: www.privatefinancialdesign.com
Autor
Private Financial Design, LLC
Categoría
Web del podcast
Último episodio
9 de nov. de 2026
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Episodios
The Economic Pulse: How Politics Shapes Your Economy Part One 06.10.2024 32:37
How much does politics affect our economy and in what ways does it not? The typical voter in any election cycle may be unaware as to what influence they can have on how the government affects their financial well-being...and it's not just taxes! Join us as we look behind the history of how we as voters have affected our own personal economies.
Healthcare System Advocacy Works For You! 11.09.2024 31:48
Join us in a vibrant and practical conversation about being your own advocate in dealing with our current health-care system. You have the rights, privileges and access to get answers and action on your health-care needs, as well as for your loved ones. Take a listen and learn!
Selling Your Home Sentimental Value or Real Value 25.08.2024 33:22
Looking to sell your home but unsure about the best price? Tune into our latest podcast episode, where Steven Laplante, the seasoned owner of Laplante Real Estate, shares his expert insights. With over 30 years of experience in helping homeowners get top dollar for their properties, Steven offers practical tips and valuable advice you won’t want to miss. Don’t leave money on the table—listen now a...
Maintaining Your Home: Castle or Moat! 29.07.2024 29:39
After purchasing your home, maintenance and repair or renovations are a key part in keeping or increasing the value of your purchase. How you maintain and how much it costs to upgrade, are important factors in building saleable future value. You should know what brings the most bang for your dollar, both in lifestyle and your wallet!
Buying a Home: Fools Gold or Solid Gold 22.07.2024 30:30
Buying a home is a huge financial decision. Know what you need and what you want. Let those parameters guide you in your choice of where you will live and "make" your home! We help you go through the decision process and list out factors you should consider.
Real Estate Values: Historical not Hysterical! 01.07.2024 27:14
Whether its a buying or selling frenzy, you should understand the historical housing cycles that are well documented through various economic history. This will help you decide whether you should be a buyer or a seller, or both!
Where We AT! 25.06.2024 31:12
A discussion on how the US and Global economy is currently funstioning and siome of the issues that are affecting the markets around the world.
Customer Service PLEASE! 25.06.2024 24:28
Are you frustrated by the poor customer service in your daily life...we want to help! Two Customer Service Professionals with over 40 years of combined experience, share their tips in how to get the most out of your customer service providers.
Estate Planning and Trusts 25.06.2024 27:06
The basics of planning for your estate and what trusts might work for you!
Legal Docs Are not Just for Dead People! 10.05.2024 29:13
Did you know that if you don't have a legal will, your residence state has one for you...and the people you leave behind after death may very well be hurt financially by your state's plans for your assets. Did you know that your spouse does not have automatic Power of Attorney over your individual bank accounts, investments, IRA's, property, etc.. Did you know that your state may not allow you to...
Alternative Investing...the Desserts of the Investing Menu 10.05.2024 28:48
Alternative Investments are intended for "Accredited Investors" and carry significantly more risk than other investments. If you are curious as to whether you qualify as such, please consult with your Investment Advisor to review the stringent requirements. Even if you do not qualify as such, you will likely find this episode intriguing and may expand your mind as to how many different ways people...
Stocks...The Protein of the Investing Menu 10.05.2024 28:46
What is a stock? It is all about ownership or otherwise known as "equity". We will talk about the fundamental facts of how stocks are used and why they are used as a backbone of a portfolio for most investors.
Your Bread & Butter: Bonds...The Vegetables of Investing! 10.05.2024 26:52
Basic food groups of investing begin with cash, then onto bonds. These are debt investments where you loan money to an outside entity, a business or government institution, and they give you a rate of interest to borrow your money for a certain length of time. We will discuss the foundation elements of owning a bond, how to purchase and some of the risks and positive roles that bonds have in a por...
Basic Food groups: Cash 101 27.03.2024 20:53
As you begin to make your dinner there are basic ingredients to a recipe that should be followed to have success. Our first financial food group is Cash, freshmen class 101.
Doing the Dishes (Taxes) 27.03.2024 22:40
The part of eating cooked meals that nobody likes to do: the dishes or in the financial realm= TAXES!
Cooking in the Kitchen (Budgeting 27.03.2024 22:17
Getting yourself set up for success in preparing your "financial" meals!
Your Bread & Butter: The Basics of Money! 12.03.2024 19:46
Get on track in the new year when it comes to your money. You earn it... how do you keep it! What to do if you have bills from the holidays: restructure debt to be more efficient (refi, home equity, 0% credit card, personal loan etc.) set up payment plan (pyramiding payments vs snowballing), prepare for next year (pay yourself first, treat your holiday spending like a bill you are saving for) Bui...
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