Max Your Dash Financial Advisors

The Max Your Dash Podcast

Business EN ↓ 58 afleveringen

What are your true desires? Join us every month, as we take a deep dive into the world of finance, personal development, and everything in between.

Bezoek zeker de website van de podcast en steun de maker: www.dashcapitaladvisors.com

Auteur

Max Your Dash Financial Advisors

Categorie

Business

Website van de podcast

www.dashcapitaladvisors.com

Nieuwste aflevering

19 okt. 2026

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Afleveringen

Episode 8: Your Open Enrollment Guide 01.11.2021 34:28

It only happens once a year. Once it's closed, you can't get back in for another 365 days. That's right....It's OPEN ENROLLMENT. Should I make any changes to my health plan? What about my 401(k)? What's LTD? In today's episode, Nate and Steve discuss the things you should be aware of when looking to make changes to your employer benefits!

Episode 7: The Cost of Education is What?! 30.09.2021 49:32

In today's episode, Steve and Nate team up with Mark to discuss all the basics of saving for your children's education! Your 101 introductory course on education planning is here!

Episode 6: Myth-busting: Credit Cards 02.08.2021 42:29

I should close out a credit card if I don't use it right? Is it damaging to have more than one card? Should I even bother using any cards with a high annual fee? In today's episode, Nate and Steve discuss the self defeating thinking and common myths associated with credit cards and their role in your financial plan!

Episode 5: Your Biggest Gamble 07.06.2021 41:43

What happens to your lifestyle if your paycheck disappears? Disability income planning expert Jon Sheldon joins Nate and Steve to discuss the importance in protecting your income in your financial plan.

Episode 4: Investing 101 26.04.2021 58:53

In today's episode, Nate and Steve welcome their first guests to discuss the ins and outs of investing, asset allocation, diversification and....poutine?

Episode 3: TOP 5 Budgeting Tips 29.03.2021 39:19

Budgeting: Your favorite love/hate relationship. In today's episode, Nate and Steve discuss the top 5 tips every personal finance connoisseur should know if they want to be a master budgeter. 

Episode 2: Our Purpose 12.03.2021 27:06

Episode 1: Stack Your Wins 02.02.2021 35:43

In episode 1, Nate and Steve discuss one of the most important topics regarding personal development: goal setting.