Fly On The Wall Finance

Join us for this episode as we discuss the 6 big threats to your Nest Egg and what action items you should be taking now to protect yourself.

Join us for this episode as we break down tariffs, their economic ripple effects and what it may mean for your wallet.

Big changes are coming to Social Security in 2025, especially for teachers, police officers, and other public workers. The repeal of WEP and GPO means millions could see bigger benefits—but what does that really mean for you? We break it all down in simple terms, from who’s getting more money to when you can expect the changes to kick in. Don’t miss this episode if you want to know how these updat...

Join us to explore how your financial advisor plays a crucial role in helping you navigate the challenges of cognitive and physical decline as we age. We are diving into how to handle situations to avoid worst case scenarios and ensure financial security while maintaining dignity and independence.

The start of a new year is the perfect time to set fresh financial goals. In this episode, we discuss strategies for setting and achieving your money objectives for the year ahead.

This episode breaks down the 401(k) rollover process, highlighting the benefits, potential risks, and steps to take for a smooth transition. Tune in to gain expert tips and insights to maximize your retirement savings and make confident financial decisions.

In this episode, we’re diving into the <strong>Top 3 Things You Should Do Before Year-End</strong>.Tthis episode is packed with actionable tips to help you wrap up the year on a high note.

Jeremy Bryan, CFA and Senior Portfolio Manager for Gradient Investments joins me on this episode to discuss the market outlook, the impact of the unemployment report, what to know about owning Gold and crypto...and so much more. Don't miss it!

In this episode, we discuss cybercrime, which is becoming one of the biggest threats to your financial security. Join us as we discuss come of the most common and dangerous threats are currently, how to identify them and ultimatley how to safeguard your assets, personal information, and financial future.

Taxes are currently on sale! We have a short window of time before the current Tax Cuts and Jobs Act expires, which brings many changes that may impact us all (not just high new worth people). In this episode, we discuss not only the changes and how you may be impacted, but what you can do right now (before the window closes) to take advantage of existing cuts and protect your money against future...

Fall is a great time of year to focus on a reset for your finances. Summer is over and it's time to get our budgets back on track. In this episode, we are giving you a short checklist of priorities for you to focus on before the end of the year. Don't wait to be intentional with a plan to ensure your financial success!

Knowing the source of who is providing the advice you take to make financial decisions is one of the most important first steps in your financial journey. Who do they work for? How are they paid? This is one of the most common misunderstood areas of financial advice and it is very rarely talked about. We are diving in to help you understand the three sources of advice and what that could mean for...

Join me for our first episode and I introduce myself and my unique perspective of mentoring and coaching top financial advisors for the last two decades. That won't be as boring as it sounds as what I have expereinced with those advisors is what made me want to start my own independent firm and work with clients directly. We are taking you behind the scenes and allowing you to be a "fly...