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  • BEST OF TALKING MONEY: WHAT IS A DONOR ADVISED FUND AND HOW IT CAN HELP YOU SAVE TIME AND MONEY

    BEST OF TALKING MONEY: WHAT IS A DONOR ADVISED FUND AND HOW IT CAN HELP YOU SAVE TIME AND MONEY
    2022/12/24
    Gift Planning Attorney, Daniel Hicks joins Mike to discuss this great planning tool.
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    46 分
  • Judge Faulkner demystifies the Probate process!

    Judge Faulkner demystifies the Probate process!
    2022/12/10
    Probate Judge Debora Faulkner joins Mike to discuss how the Probate Court helps advocate for adults who cannot advocate for the themselves. Plus, Judge Faulkner reviews the process survivors need to follow when settling an estate.
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    47 分
  • Insurance Basics

    Insurance Basics
    2022/10/22
    Stephen Piper of Piper Insurance Group joins Mike to answer insurance questions: How does inflation affect home and auto insurance? What are some ways to save when you add a teenage driver? Is there a way to report insurance companies not paying what is due? How do you make sure you have enough coverage? What […]
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    44 分
  • Economic Review, October 2022

    Economic Review, October 2022
    2022/10/01
    Mike shares a recent podcast from Ronald Blue Trust where Nick Stonestreet and Brian McClard discuss the current economic landscape, why the market is struggling, how international events are affecting investors, what may lie ahead, and how this may affect you. He then shares a few thoughts about the interview.
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    47 分
  • What is Everyday Steward?

    What is Everyday Steward?
    2022/09/24
    Mike is joined by David  Garrigan, CFP®. David works as a financial planner for the Everyday Steward division of Ronald Blue Trust out of the Greenville office. Mike and David discuss what kind of client the Everyday Steward division helps, what services they offer, and how someone could give a gift of a financial plan.
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    45 分
  • Best of Talking Money: Investing Philosophies

    Best of Talking Money: Investing Philosophies
    2022/09/17
    Highlights from show originally aired April 9, 2022 What is the importance of researching the companies you are investing in or the firms you are using to invest for you? Beware those who show you past performances and promise the same future returns. Ask where they invested 5, 10, 15 years ago. Remember: no one […]
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    48 分
  • Best of Talking Money: Stocks and Bonds

    Best of Talking Money: Stocks and Bonds
    2022/09/10
    Highlights from show originally aired April 2, 2022 What is a stock? What is a bond? How do they work? Stocks: what they are and how they work. Stockholder owns part of the company. Stocks are sold at an auction, so the price does not reflect the value of the company. Your money doesn’t actually […]
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    47 分
  • Best of Talking Money: What is Your Risk Tolerance?

    Best of Talking Money: What is Your Risk Tolerance?
    2022/09/03
    Highlights from show originally aired March 26, 2022 Do you know your risk tolerance? Mike looks at several questions, and your answers may surprise you. “Risk doesn’t bother me as long as I don’t lose anything.” “Overrating past performance is the most common mistake mutual fund investors make. Giving inadequate weight to risk, however you […]
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    45 分