58 episodios
Finance In A Flash Beacon Financial Strategies
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- Economía y empresa
The purpose of this podcast is to help you, our listener, feel financially empowered. Empowered that you are making the right financial planning decisions, taking advantage of opportunities that exist and avoiding common pitfalls or distractions that may arise along the way. Finance in a Flash is a personal financial planning podcast that is organized and produced by a team of financial and tax professionals from Beacon Financial Strategies in Raleigh, NC. We will spend most of our time discussing the point where financial planning, taxes and investing converge.
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Finance in a Flash: Portfolio Rebalancing
Portfolio rebalancing is an integral part of the investment management process. On this episode of Finance In A Flash, Chip and John sit down to talk about the concept of rebalancing and discuss the benefits of implementing a portfolio rebalancing strategy.
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Finance in a Flash: 2024 Tax Preparation
On this episode of Finance in a Flash we welcome a special guest to the podcast. Stephanie Murray, Stephanie is Beacon’s Planning and Operations Manager. Stephanie is an Enrolled Agent—a federally licensed tax practitioner as well as a Certified Financial Planner™. John and Stephanie sit down and discuss important tax forms, the tax preparation process, and much more!
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Finance in a Flash: Why do you prefer mutual funds and ETFs versus individual stocks?
On this episode of Finance in a Flash, Chip and John explore why we prefer mutual funds and ETFs versus individual stocks!
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Finance in a Flash: Get To Know Beacon: Patrick Lamprey
On this episode of Finance In A Flash, John interviews Beacon's Client Services Representative, Patrick Lamprey. We really hope you enjoy this episode and get to know more about Patrick as he talks about his personal life, how he got into financial planning, and his time here at Beacon so far!
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Finance in a Flash: Advice to Newly Weds
Getting married is one of the biggest decisions of any persons life. On this episode of Finance in a Flash, Chip interviews John to discuss making financial decision as newly weds.
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Finance in a Flash: Advice for Recent Graduates
For better or worse, the financial decisions that young adults make have an ongoing impact on their lives. On this episode of Finance in a Flash, Chip and John give some advice to recent graduates on how to build a solid financial foundation.