Apr 27, 2020

What would you do differently with your finances in January if you’d known this financial crisis was coming? Some of our listeners share that with us this week. Plus, what if you & your spouse disagree on risk? Steve discusses how to approach that conversation while in quarantine, and whether or not you should even...

Apr 20, 2020

It’s been 50 years since the Apollo 13 near disaster, which NASA managed to survive. Today, we’re trying to survive another near disaster with the economy. But how can we turn things around? Steve discusses that, plus shares some words of encouragement from music legend Dolly Parton. Have a question about the crisis...

Apr 13, 2020

While the headlines have been scary over the last several weeks, the days of social distancing & self-quarantines are teaching us a few things. This week, Steve discusses how life is different for many of us. Plus, how long will it take to recover economically? With companies like Boeing planning buyouts & early...

Apr 6, 2020

Some Americans will be getting a $1,200 stimulus check as a result of the CARES Act. But what if you don’t need the money? Steve discusses some options for you, plus the move to waive RMDs for 2020. Schedule your online visit with the team at