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.
On this episode of the Novice and the Nerd, we’re discussing one of the bright spots during Covid: housing. We review the reported sales numbers and introduce you to our Financial Planner and Advisor Kristina Mello to help cover the basics of home buying.
On this episode of the novice and the nerd, Is the market expensive? Just how high can unemployment go? Was the price of oil really negative? Tune into this episode to hear Derek and Laura’s takes on these subjects and more!
We’re answering some questions from YOU, the listener! First, how do we make back what we’ve lost, so far, in the markets. Second, how are your 529 plans affected. And third, what’s the Fed doing to help?
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!