Insights

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Financial Planning Month: Creating a Rhythm for Your Financial Life

Article | Financial Planning

Bethany Miller, Financial Planner | CFP® | CKA®

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Long-Term Care Planning Isn’t Just About Insurance

Article | Financial Planning

Andy Ferguson, Financial Planner | CFP® | CKA® | CAP®

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How to Manage Sudden Wealth: The Emotional Side

Article | Financial Planning

Kaile Mangialardi, Assistant Financial Advisor | CFP® | CKA®

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Midterm Election Years: A Biblical View of Markets

Article | Financial Planning

Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | CEPA®

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Business Exit Planning: What Business Owners Should Do Before Selling Their Company

Article | Financial Planning

Cole Leonida, Financial Planner | CFP® | CPWA® | CKA® | CEPA®

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How Much Money Is Enough? A Simple Framework for Giving, Saving, and Spending as a Young Family

Article | Financial Planning

Bethany Miller, Financial Planner | CFP® | CKA®

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Weekly Wisdom from the JMA Team

This Week's Update

22 Min | October 28th, 2026

Previous Week’s Updates

Wealth and Wisdom Podcast: Bonus Episode

38 Min | October 26th, 2026
Wealth and Wisdom Podcast: Episode 64

22 Min | October 21st, 2026
Wealth and Wisdom Podcast: Episode 63

18 Min | October 19th, 2026
Wealth and Wisdom Podcast: Episode 62

18 Min | October 15th, 2026
Wealth and Wisdom Podcast: Episode 61

18 Min | October 1st, 2026
Wealth and Wisdom Podcast: Episode 60

20 Min | September 24th, 2026
Wealth and Wisdom Podcast: Episode 59

18 Min | September 16th, 2026
Wealth and Wisdom Podcast: Episode 58

28 Min | September 14th, 2026
Wealth and Wisdom Podcast: Episode 57

20 Min | September 8th, 2026
Wealth and Wisdom Podcast: Episode 56

24 Min | August 27th, 2026

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