Let’s talk about Debt Management

Let’s talk about Debt Management

In this week’s podcast, Matt discusses debt management in regard to credit and keeping up with your personal finances. Listen to learn: Developing credit history Credit scores and how they’re calculated Debt-to-income ratio and budgeting according to your earnings...
Breaking down mortgage misconceptions

Breaking down mortgage misconceptions

In this week’s podcast, we are joined by Mike Starn, a Quicken Loans Director, to talk about some of the common questions we get from clients regarding the path to home ownership. We’ll cover: How to get into a home with less than 20% down payment 28/36 rule –...
Medicare Mythbusters: The Truth Behind Common Misconceptions

Medicare Mythbusters: The Truth Behind Common Misconceptions

In this week’s podcast, Dennis Bielik hosts Billy Baschnagel, a health care specialist with 40 years of experience at West Avenue Insurance. In response to several myths and misconceptions about Medicare and the Affordable Care Act, Dennis and Billy discuss a few of...
Investing Beyond Company Stock

Investing Beyond Company Stock

Listen to Eric and Dennis discuss the full range of options available to investors when considering investing in a company, including bonds, preferred stock, and common stock. They also recap recent happenings in the fixed income markets and the impact on current...
It’s 2019—What’s the Status of Your Estate Plan?

It’s 2019—What’s the Status of Your Estate Plan?

Hosted by Dennis Bielik, CFP, CFA®, FRM and Doug Paul, JD In this podcast, we cover important estate planning topics for you—all of you. No matter your marital status, income, or career, we all need an estate plan of some sort. The most surprising aspect of it is how...