The bond market has had a rough year- Derek and Laura cover the basics of bond investing & why 2022 has been so…
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Breaking CDs and Potential Natural Gas Shortages
Do you have CDs? Derek and Laura discuss why you may want to consider breaking them. Additionally, they talk about why all of…
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Stagflation
On this episode we discuss what Stagflation is, why some are worried about it and what can be done. Find complete show notes…
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Indexed Universal Life Policies
Derek and Laura invite another “nerd” and fellow advisor Kristina Mello to talk about different insurance policies and answer a listener’s question! Find…
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9 Signs of Inflation
There’s more to measuring inflation than just the monthly press release. Our episode today breaks down some other commonly used data to see…
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iBonds, Bitcoin in Your 401(k), and SECURE Act 2.0
Have you been hearing about “government bonds” offering a higher return lately? Derek explains what iBonds are and what investing in them looks…
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Women and Financial Planning
In this episode, Laura and (guest “nerd”) Kristina Mello use the timing of Women’s History Month to focus on the unique financial challenges…
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How the Ukrainian invasion could affect the Fed, the economy and the markets
This episode covers the Russian invasion of Ukraine and how it could potentially impact the US economy, the markets and monetary policy. Find…
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Can You Save Your Way to One Million?
Can you reach one million in your retirement account by simply saving? Derek breaks down how to accomplish this feat, and he also…
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