Mar 17, 2023

On today’s episode we are going to breakdown the difference between strategy and plan based on some research and conversations we’ve had with our top financial professionals over the last few months. We’ve come to realize that not everyone has a financial strategy or plan, and without the two of them together,...

Mar 10, 2023

We get a chance today to talk with one of the experts in the podcasting space and someone we’ve built a great relationship with at FIG. Walter Storholt is a co-owner of Third Wheel Media, who helps us produce our show and bring it to market, and we wanted to learn much more about how to best leverage this medium to...

Feb 3, 2023

It’s time for another beginning of the year update with friend of the show, Tony Parish, CFA®, CQF, the Chief Investment Officer at Alphastar Capital Management. We're grateful for his time twice each year on the podcast as he gives us a great overview of the economy and investment markets.

On this episode of...

Jan 27, 2023

Social Security will always be a key piece of the income planning puzzle and it’s gotten a little more attention this year with the 8.7% COLA increase in 2023.

FIG understands the value of providing resources to the financial professionals we work with and we have a tremendous one in Hamilton Morales, Senior Vice...

Jan 20, 2023

Even after everything we saw in 2020 and 2021, the past year seemed to top both of those in terms of news and volatility. Much of that craziness led to challenging financial conditions, but it’s interesting to look back on how the industry adapted to 2022.

To help us reflect on the past year, FIG Chief...