

College Planning
Aaron and Carey spend this week talking about different ways and strategies to plan for College Saving!

Long Term Care
Brent and Carey spend this week diving into Long Term Care!

2026: The Market Outlook
Brent and Aaron look at the market and give projections and predictions for 2026! (Projections are not guarantees, this podcast is not intended to be specific financial advice. Please speak with your financial advisor about your unique situation)

Insurance
Carey and Aaron ring in 2026 with advice on if you have enough insurance!

Updated Beneficiaries
The last thing your family needs after you're gone is more trouble. Which is why having updated beneficiaries is so important. Brent and Aaron share what and when to look into when needing to make updates.

Retirement: Are you on track?
Carey and Aaron discuss things to look for as you look towards retirement!

Finances after Losing a Spouse
It's a sad fact of life we will all have to endure. Carey and Aaron discuss tips to navigate finances after the loss of a spouse.

Health Care and Retirement
Brent and Aaron discuss how healthcare can affect retirement savings!

Year End Planning
Hard to believe it's time to be talking about this, but the end of year is approaching. Brent and Carey are sharing tips on how to plan for it!

Red to Resilient: A look at the 2025 Market
The Markets have come a long way in 2025. From red in the spring to double digit gains by fall. But What's driving this rally? And where could things go from here? Brent and Aaron take you inside the numbers with this special episode!