We all love a good podcast, especially when the topics revolve around financial planning! You may think we’re being sarcastic, but we’re really serious. This stuff is important, and we want to help educate and inform you through semi-monthly new podcasts, posted right here for your listening pleasure. Topics will include all aspects of your financial life and beyond.




We understand that it can be tricky navigating the world of personal finance. Everyone seems to have an opinion, and it can be hard to know what to believe. Fiction: If you don’t use all the money in your flexible spending account (FSA) by year-end, it will be forfeited.

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Computer forensic experts are a lot like paleontologists. When we delete our computer data by conventional means, we leave “fossils” or remnants behind. And the paleontologists of the digital world can use those remnants to put together a full picture of the data we’d tried to delete.

4:53    Download


Enjoy this humorous (at least we think) take on ending a business email.

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Think that lunchtime jog is keeping you healthy? Think again. Enjoy this summary of The Futility of the Workout-Sit Cycle featured in The Atlantic written by James Hamblin.

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The primary purpose of life insurance is to provide financial security for families and businesses. But did you know that it also offers a number of tax advantages?

6:05    Download


Enjoy this humorous interpretation of a graphic posted on LinkedIn. Does work creep into your R&R?

2:09    Download


With the average cost of a wedding at an all-time high of more than $31,000, the tradition of the bride’s family covering all of the expenses is becoming a thing of the past.

5:11    Download


With 10,000 baby boomers turning 65 every day in the United States, the need to plan for the long-term needs of the aging population has never been greater. Increasingly, middle-aged adults find themselves caring for elderly parents as well as children—and sometimes grandchildren—of their own. Without the proper strategy, this caretaking burden can lead to undue emotional and financial stress.

5:06    Download


Did you know that your investments can reflect your personal values? Socially responsible investing (SRI) offers an array of options designed to help you do good for society—and for your portfolio.

4:08    Download


Buying a home is one of the most stressful experiences and biggest financial commitments of many people’s lives. But inheriting a home from a parent or relative can be equally stressful and complex in ways you may not anticipate. As you cope with a loved one’s death and all the emotions it stirs up, you’ll need to decide whether you should sell the home, live in it, or rent it out.

4:52    Download


Whether you’re buying your first home or looking to purchase a vacation home or another property, it’s important to determine how much debt you can comfortably take on and to compare mortgages to find the most appropriate option for your situation.

3:54    Download


Many parents of adult millennial children find themselves wondering how much they should help their kids. For baby boomers in or near retirement, this is a big consideration, as providing financial support to a family member can affect their own retirement plans.

5:42    Download


Today’s podcast was authored by Sheldon McFarland, VP, Portfolio Strategy & Research Loring Ward. It takes a look at market performance AFTER market declines.

4:29    Download


If you’re not thinking about your taxes yet, you should be—identity thieves certainly are.

3:42    Download

Please click here to access our archive of previous podcasts.

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