Household CFO

In this episode, Benji and Shaun discuss how taxes interact with your investment portfolios. They discuss the two primary taxes that affect investment portfolios, aside from ordinary income, which are capital gains and dividends.  For more information, please visit www.forumcu.com/pcg   This material is provided for informational purposes only and is prepared without regard to the investment objec...

In this episode, Shaun and Benji continue the discussion around the basics of Financial Planning, providing examples of how having a Financial Plan can help with making personal financial decisions.  For more information, please visit www.forumcu.com/pcg   This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or...

In this episode, Benji and Shaun introduce the basics of Financial Planning, focusing specifically on who may benefit from establishing a long-term financial plan and how to get started. For more information, please visit www.forumcu.com/pcg   This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any...

Welcome to the Household CFO podcast hosted by Benji Banks and Shaun Irwin. Together, they lead the team at FORUM Private Client Group. Through these conversations, they hope that you will have some takeaways that can help you understand and consider your unique goals and different tradeoffs that are involved in the financial decision making process. Tune in for future episodes of Household CFO wh...