If you’re looking to better navigate your financial life, this podcast is for you!
Join Laura Bard and Derek Amey from StrategicPoint Investment Advisors
(AKA, the “novice” and the “nerd”), where two 40-somethings in the financial services industry
discuss every day financial topics. Our podcast helps you make sense of your finances and
gives you actionable steps to keep your financial life on track.
Episode 002: Holidays, Spending and Saving
We’re talking about the Holiday season and how your finances are affected by the costs of holiday spending, tipping and the increase of the costs associated with the season.
Episode 003: Social Security
We’re talking about Social Security- how our Novice (and many other people, we’ve learned) don’t think we will have it when its our turn to retire in 20-30 years. Our Nerd explains HOW the system works and explains some potential solutions to ensuring the Social Security system stays funded for our kids!
Episode 006: Refinancing
While markets are in turmoil there may be a silver lining for homeowners. On this episode of the novice and the nerd, we discuss refinancing in this low interest rate environment.
Episode 008: The CARES Act
This episode of the Novice and the Nerd includes a discussion of the CARES Act, including who will be receiving rebates, changes to unemployment and how RMDs will be affected.