What Is Your Money Really For? Cody Braun
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- Wirtschaft
Our goal is to find out what your money is really for. We will be interviewing professionals from all stages of life to stimulate the mind and understand how your money is working for you. Start listening today!
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Money Under the Mattress or Money in the Stock Market
Financial Advisor, Jeff Beck, and President, Cody Braun, talk through money under the mattress and money in the stock market. Learn about how people and some strategies to employ within the stock market.
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Benefits of Working with a Certified Divorce Financial Planner
Jennifer Merida, CDFA®, talks through what to look for when working with a divorce financial planner and how they can help you come out ahead in divorce. Divorce impacts approximately 50% of Americans and we can help.
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Restricted Stock Units & Deferred Compensation
Tyler Braun, Financial Advisor, and Cody Braun, President, go through restricted stock units and deferred compensation for high income earners. Tyler goes through the right and wrong thing to do with each strategy. Listen to learn more about how each strategy can impact your future and taxes.
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What does it mean to diversify?
Jeff Beck, Financial Advisor, goes through diversification, and who knew there were so many ways to diversify! He gives some good insights on what to ask a potential financial advising firm that you would work with
Very last, Jeff gives some good insight into Meme Stocks! An example of a Meme Stock is GameStop. -
Divorce Financial Planning with a Certified Divorce Financial Analyst
Jennifer Merida, CDFA, with The Tranel Financial Group goes through why you would work with a CDFA and how they can help you. When going through a divorce, it's a very emotional time and decisions can be made with haste. Learn how working with a CDFA can help you come out ahead in a divorce.
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Investment Planning Education
Learn about investment terminology, risk tolerance, ROTH vs Traditional IRAs.