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MFA PODCAST 25 - Schools Out - Your Summer Financial Housecleaning

The Financial Advocate

Release Date: 06/17/2026

MFA PODCAST 28 - The Not-So-Boring Mid-Year Review - Embrace The CHAOS! show art MFA PODCAST 28 - The Not-So-Boring Mid-Year Review - Embrace The CHAOS!

The Financial Advocate

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MFA PODCAST 27  DON'T CONFUSE VOLUME WITH VALUE - THE 1-2 PAGE FINANCIAL ACTION PLAN show art MFA PODCAST 27 DON'T CONFUSE VOLUME WITH VALUE - THE 1-2 PAGE FINANCIAL ACTION PLAN

The Financial Advocate

In this episode of the Financial Advocate Podcast, host Colin Meeks discusses the trap of confusing volume with value in financial planning. Using the analogy of an experienced carpenter who charges for knowing where to hammer a nail, Colin explains how lengthy, complex financial plans often lead to inaction. Instead, he advocates for a simplified, one-to-two-page approach focusing on two to three clear, actionable steps. He shares practical examples, such as consolidating accounts and optimizing interest rates, emphasizing that concise, targeted planning drives better results than...

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MFA PODCAST 26 Beyond The Portfolio - What Real Financial Peace Looks Like show art MFA PODCAST 26 Beyond The Portfolio - What Real Financial Peace Looks Like

The Financial Advocate

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MFA PODCAST 25 - Schools Out - Your Summer Financial Housecleaning show art MFA PODCAST 25 - Schools Out - Your Summer Financial Housecleaning

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MFA PODCAST 24 - The Switch That Wont Flip - How To Spend Money In Retirement show art MFA PODCAST 24 - The Switch That Wont Flip - How To Spend Money In Retirement

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The Financial Advocate

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The Financial Advocate

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The Financial Advocate

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The Financial Advocate

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The Financial Advocate

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