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Until our next tip, take a listen to our most recent podcast!


Episode 86: Recession Planning

  Throughout your normal daily tasks are you hearing that scary word….Recession? This may be a good time to review your budget, portfolio, and short-term cash situation. Listen in as…

Episode 78: Where Do I Put My Money if I Don’t Need It?

  You’ve done a good job saving. But how is your money growing… are you on a hamster wheel? Scott shares three different solutions, that you may not know about,…

Episode 72: Year-End Wrap-Up

  Angela and Scott provide end-of-the-year financial tips to help you finish 2021 strong! Click here to receive your Year End Planning Checklist! Key takeaways:• Saving• Spending• Giving