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The Investment Playbook Show

Sep 30, 2021

Contributing to a 529 is a great financial plan, but what do you do when you have more money in than tuition to pay? Join us on Consider This Program as we break down the problem and how to help.


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Sep 22, 2021

People love choices, but they hate decisions. Which investment is right for you? Join Consider This Program for thoughts and strategies.

These are the five main food groups of investing. Just like with food, we need some of each for a balanced diet. Also, like food, we'll lean them in different portions. (It's also ok...

Sep 14, 2021

There is often confusion surrounding when one can take penalty-free distributions from retirement dollars. You might be able to access money sooner than you think.


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Sep 9, 2021

What can you do to protect against market drawdown? Find out as we explore options on Consider this Program.

The distribution phase of finance comes with unique challenges. Insurance companies want you to believe that annuities are the only answer to hedge market risk. This is incorrect, as investment tools have evolved...

Sep 7, 2021

We have all been told that you should not keep all your eggs in one basket. Find out why in this episode of Consider This Program.

No one has a crystal ball when it comes to picking that perfect stock. To protect yourself from having all the risk of one investment, we can purchase a basket of securities. Coupled with...