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Podcasts

Lauren Smith | Sep 20, 2022

How To Keep Our Kids Safe In An Online World (Ep. 57)

October is Cybersecurity Month.  Most of the time when we are talking about cybersecurity in the financial services and retirement planning industry, we are

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Lauren Smith | Sep 6, 2022

Retirement FAQs: How Do I Think About Money In Retirement? (Ep. 56)

The years you spend in retirement are supposed to be your “golden years.” A time to fulfill your dreams. Relax, travel, study, volunteer, or hang out with your

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Lauren Smith | Aug 26, 2022

Find Your “Why” With The Birkman Assessment (Ep. 55)

Do you know what motivates you? Do you know what fulfills you? Do you know what your “why” is?

These are big questions, but the Birkman Method can help you

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Lauren Smith | Aug 2, 2022

The Ultimate Car-Buying Experience: LeasePro (Ep. 54)

Most folks would agree the car buying and leasing experiences leave a lot to be desired. The sales spiel, the haggling, the game-playing… it can just feel like

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Lauren Smith | Jul 26, 2022

Focusing On The Good Amidst The Doom & Gloom (Ep. 53)

These days, it feels like everywhere we look, we see messages of doom and gloom.  We are constantly being told by the media that the markets, politics and even

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Lauren Smith | Jun 27, 2022

The Results of a Strategic Retirement Plan (Ep. 52)

Even in turbulent financial times, the one thing you can always count on is a sound financial plan – and advisors who help you pivot with and understand the

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Lauren Smith | Jun 13, 2022

Is A Recession Really Coming In 2022? (Ep. 51)

There’s no doubt the current market is ugly. We have fielded many calls from concerned clients -- and understandably so. With everything you hear on the news

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Lauren Smith | May 25, 2022

Supporting a Recent College Graduate (Ep. 50)

As a parent, you want to support your kids to get them started in life. But how do you know when you're giving them too much financial support?

In this episode

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Lauren Smith | May 11, 2022

10 Things You Should Know When Estate Planning (Ep. 49)

There will eventually come a time when you pass away but that doesn’t mean you should wait until then to start building a comprehensive estate plan.

In this

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Lauren Smith | Apr 27, 2022

New Investing Lingo being Used by Younger Folk (Ep. 48)

Language is a beautiful thing as it can seamlessly morph and adapt to changing times, but sometimes as older folks, it can be a little tough to understand the

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Lauren Smith | Apr 13, 2022

College Planning Using a 529 Plan With Ryan White, CIMA® (Ep. 47)

Most people can agree that they’re concerned about college education planning and ultimately paying for the cost of college.

A 529 plan is a great tool in

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Lauren Smith | Mar 9, 2022

Creating the Pre-Retirement Checklist (Ep. 46)

It might feel good to just up and retire from your job without any plan. But that may not be the smartest choice.

In this episode, Jeff Green and Lauren Smith

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