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Navigating a Challenging Real Estate Market

By Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | September 18, 2023

The global economy is still working its way through many of the challenges created by COVID policies, and residential real estate is one area where a lot of people are feeling the squeeze. Between rising interest rates, higher prices, and reduced inventory, the market is presenting plenty of unique challenges for buyers and homeowners alike.…

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Caring for Aging Family Members

By Brian Cochran, Financial Planner | CFP® | CKA® | July 5, 2023

Do you have a plan in place for aging? In this video, the first of a three-part series, Brian Cochran joins care manager Susan Stuart to discuss the importance of getting your affairs in order, how to choose a care team, and how to minimize uncertainty around life’s greatest inevitability.

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Preparing Executors and Trustees

By Brian Cochran, Financial Planner | CFP® | CKA® | July 5, 2023

Who will be responsible for your money after you die? Is there a plan for ensuring your family is cared for? In this video, Brian Cochran meets with estate attorney Curtis Vernon to discuss the process of naming an executor, simplifying your resources, and deciding who should handle the details of your estate.

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Being a Wise Steward of an Inheritance

By Brian Cochran, Financial Planner | CFP® | CKA® | July 5, 2023

Inheriting wealth can change your life dramatically. Are you prepared to steward those resources wisely and responsibly? Brian Cochran and Cole Leonida discuss ways individuals can better prepare their family members for a lifetime of healthy money habits, and how young people can ready themselves for the future.

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Economic Update From Economist Fritz Meyer

By Brian Cochran, Financial Planner | CFP® | CKA® | February 10, 2023

Independent economist and market analyst Fritz Meyer presents his expert insights on what could lie on the financial horizon in 2023.

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Recent Posts

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  • Wealth and Wisdom Podcast: Episode 32
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  • Wealth and Wisdom Podcast: Episode 31
  • Wealth and Wisdom Podcast: Episode 30

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