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That's a wrap, time to get planning

Authored on June 16, 2023

In this final episode, Ryan and Becky summarize what they’ve discussed over the season, ensuring you have the knowledge to understand how your finances work and what you can do to make them work for you.

Join in as they highlight their key takeaways, take charge of your finances, get yourself involved in the process, and, when you’re ready, find a trusted advisor who understands your personal situation. After all, It’s only money!

The three main takeaways:
1. Determine your goals. Set up a budget to help you achieve them.
2. Do your research, ask questions, and make sure you understand what all your options are.
3. Find and work with an advisor you trust.


Authored on May 19, 2023

In this episode, Ryan and Becky talk about the exciting world of insurance. They explore the fundamentals of property, health and life insurance, and offer real-world examples of why insurance is important and things to consider before you buy.

The three main takeaways from this episode:

1) It's important to consider your need for coverage when purchasing any type of insurance
2) Understand your policy and ask questions about what is covered and what is not covered
3) Get your insurance early. It is easy to obtain when it is not needed vs. after a situation when it is needed

Protecting your Assets

Authored on April 21, 2023

"In this month’s podcast, Ryan and Becky talk to lawyer Eric Schroter about how to protect your assets. They discuss power of attorney, trusts, wills and estates. This is a must listen to start getting an understanding of how to protect yourself and your loved ones.

The three main take aways from this episode:
1) Proper planning. Know what you have and what you want
2) Seek professional advice
3) Address your unique situation

Contact Eric Schroter, Partner at Campbell Froh May & Rice:

Helpful links:
Power of attorney:…
Types of trusts:…