Complex ideas made simple
We understand what keeps you up at night:
- When can I retire?
- Will my money last throughout my retirement?
- Will my family be ok?
That's why we created The Personal Finance Project to give you clear, practical guidance on topics that matter most.
Keep it in the Fairway: 27 Years in Financial Advisory with Justin Nichols
You’ll hear stories about navigating market crises like 9/11, 2008, and COVID-19, the importance of humility in managing wealth, and why keeping clients "in the fairway" is the key to long-term success.
The Family Conversation: What to Discuss With Your Children Before You Pass Away
The team explores how parents can help ease the burden for their children by organizing documents, clarifying roles, and setting expectations. They also discuss why a "fair" estate doesn't always mean an "equal" estate, how to handle unequal distributions, and the importance of gifting while living.
529 Plans: When they work, when they don't, and smarter way to pay for college
Are 529 college savings plans still the best way to fund education? , financial advisor Matt Leatherwood, CFP®, CPWA®, joins hosts Scott Bartosh and Greg Ashcroft to take a critical look at the benefits—and potential drawbacks—of 529 plans.
