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Untucked Episode 91

Click here to listen to our discussion about bonds, their performance, and their place in your investment plan. Click here to listen to the full Untucked Episode 91. You can also listen on Apple, Spotify or Google podcasts. Ep 91 Bond Market Meghan Tait: [00:00:00] Um, so today we’re going to talk about an article […]
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Untucked Episode 90

Click here to listen to our discussion about Dave Ramsey and the reality behind his claims. Click here to listen to the full Untucked Episode 90. You can also listen on Apple, Spotify or Google podcasts. Episode 90 Meghan Tait: [00:00:00] Want to get into Coach’s Corner? Let’s do it. Uh, so there was a clip, […]
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Untucked Episode 88

Click here to listen to us discuss what having $5M in retirement looks like Click here to listen to the full Untucked Episode 88. You can also listen on Apple, Spotify or Google podcasts. Untucked Episode 88 $5M in retirement Meghan Tait: [00:00:00] Uh, so for Coach’s Corner, we’re gonna talk about an article from […]
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top plays

Q3 2022

Quote of the Quarter: “The key to fulfillment is allocation, not accumulation.  What matters is not about how much time or money you have. What matters is what you do with it.” Something from our team: What’s your legacy?  This fall, we’re prepared to discuss “Legacy Plans” with our clients.  Of course we review administrative items like beneficiary […]
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Q2 2022

by Kevin Janiec CFP®, MBA “Focus more on your current trajectory than your current results.” – James Clear Positive Team News Jeff’s daughter, Kayla Mastronardo, has graduated from The New School in New York City Mike’s son, Will Traynor, has graduated from high school and will be attending South Carolina University this Fall Owen’s son, […]
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Q1 2022

Quote: “There’s magic in breaking down big, hard, scary goals into attainable pieces.  ‘What’s the next smallest thing I can do?’  That’s the question you’re trying to answer.”  – Carl Richards, author of The Behavior Gap  Book As leaders in your families and communities, if you’re a rigorous thinker and you’re not satisfied with the status quo, […]
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Fee-only Financial Planning; Retirement Income Planning; Asset Allocation and Investment Management; Estate and Legacy Planning; Charitable Gifting Strategies; Education Consulting; Tax Planning; Insurance and Survivor Needs Analysis; Retirement Benefits, Social Security, Pension, and Medicare/Medicaid Planning
Investment Advice is offered through FC Advisory, LLC, a registered investment advisor doing business as Financial Coach and also as New Wealth Project.  Ι  © 2008-2023 FC ADVISORY, LLC. All Rights Reserved.