Latest Episodes
December 17, 2021
060: Wrapping Up 2021 and Planning for the Future
If you think back to where you were a year ago, you were probably excited for life to get back to some kind of...
00:30:50
December 10, 2021
059: Creating a Year-End Checklist for Your Financial Plan
We’re all busy this time of year–not just with holiday parties and shopping for gifts, but with a number of major financial deadlines. On...
00:29:22
November 18, 2021
058: Building a Budget that Benefits You
It’s the holidays–and that means we’re gearing up for Black Friday deals, Christmas gifts, and more. Giving (and receiving) gifts can be a whole...
00:29:15
November 12, 2021
057: How Epcon Communities Kept People Safe While Running an Essential Business
Nanette Pfister is the VP of Sales for Epcon Communities, a community planning company operating in 29 states across the country. They’re a hugely...
00:28:49
October 29, 2021
056: Why Community Banks Matter with Fred DeBiasi of Valley Central Bank
Today, we’re talking to Fred DeBiasi. He’s the CEO of Valley Central Bank, a community bank here in Ohio. Since the onset of the...
00:31:02
October 21, 2021
055: Making Sense of Rising Inflation
We’re all living with inflation. We’re watching prices climb out of control, whether we’re at the grocery store or doing our holiday shopping. It’s...
00:18:35