Annual Financial Tune-Up
Six Minutes of Wisdom
On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia explore five things you can do to keep your financial plan on track in the new year.
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Year in Review
Six Minutes of Wisdom
Tune in to this month’s episode of Six Minutes of Wisdom where Ross and Cynthia breakdown what happened in the markets in 2025 and what may be in store for 2026.
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Recession Radar
Six Minutes of Wisdom
Recession odds are frequently brought up in financial news, but what should we be doing with this information? In this month’s episode of Six Minutes of Wisdom, Ross and Cynthia discuss the effects of a recession and how investors should react to them.
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Taxes with Tim
Six Minutes of Wisdom
Tune in to this month’s episode of Six Minutes of Wisdom where Ross and Cynthia are joined by special guest, Tim Steffen, our Director of Advanced Planning, to break down some of the changes related to the One Big Beautiful Bill Act.
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Get Rich Slowly
Six Minutes of Wisdom
We’ve all heard a story or two about the next hot investment that’s going to make us all rich. On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia take the time to instead highlight how long-term, patient investing can be a reliable path to financial success.
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Budgeting Without the Breakdown
Six Minutes of Wisdom
Budgeting is important, but what happens when we become engrossed in the numbers? Listen in to this month’s episode of Six Minutes of Wisdom where Ross and Cynthia discuss taking the stress out of a balanced budget.
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Let's Talk Money, Honey
Six Minutes of Wisdom
On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia discuss the topic of financial infidelity and the importance of communication in relationships.
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Lessons on Inflation
Six Minutes of Wisdom
On this month’s episode of Six Minutes of Wisdom, we are joined by special guest Everett Schoen! Listen in as Ross, Cynthia and Everett explore the effects of inflation on our mindset and decision-making.
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8,000 Days
Six Minutes of Wisdom
Each new phase of life comes with a new mindset, new goals, and adjustments to your financial plan. Tune in to this month’s episode of Six Minutes of Wisdom where Ross and Cynthia discuss the psychological factors and preparation involved in managing important life events.
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The Psychology of Money
Six Minutes of Wisdom
On this month’s episode of Six Minutes of Wisdom, Ross and Cynthia explore the psychology of money and how our emotions and way of thinking can influence our financial decisions.
info_outlineOn this month’s episode of Six Minutes of Wisdom, we are joined by special guest Everett Schoen! Listen in as Ross, Cynthia and Everett explore the effects of inflation on our mindset and decision-making.