Dave and Steve discuss how most people do their best financial planning in the buffet line. How much time do you dedicate to financial planning each year? How …
… [Read more...] about 8/7: Financial Planning In the Buffet Line
Podcasts and Blog
Starting in 2007 Dave and Steve teamed up on WMAL's (105.9FM / 630AM) "Plan for Life Now" to tackle the tough issues around retirement planning today. In 2016, Dave and Steve took their message to the world of podcasting. Check back each week for a new podcast, or subscribe on iTunes!
7/27: Dave’s Pet Peeves
In this episode Dave discusses his pet peeves with the marketing of other financial firms. Also, Dave and Steve discuss how a rising market makes all advisors …
7/7: Financial Independence
With the 4th of July holiday in mind, Dave and Steve discuss the meaning of independence. What does financial independence mean for a client? What does it mean …
