4 episodes
Money Speak Michael Pruitt
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- Business
The team at MBE Wealth Management operates as an SEC Registered Investment Advisor. We proudly operate as a fiduciary in 6 locations throughout Wisconsin: Baraboo, Reedsburg, Wisconsin Dells, Tomah, Sun Prairie, and Wausau.
The goal of this podcast is to help our listeners learn the 'language of money' and better understand financial topics from the basics of investing to technical knowledge as well as some insight into behavioral finance.
We hope you enjoy the show and if you have any questions or comments, please send them to info@mbewealth.com.
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Understanding What Financial Planning Is All About ... Pt 2
Join Certified Financial Planners Mike Pruitt and Jason Henrich as they do a deeper dive into financial planning and continue the conversation on why everyone needs a plan
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Understanding What Financial Planning Is All About ... Pt 1
Join Certified Financial Planners Mike Pruitt and Jason Henrich as they break down what financial planning really is and why everyone needs some type of plan
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Fiduciary Versus Suitability
Mike and Jason break down the concept of the Fiduciary Standard of Care and the Suitability Standard of Care when it comes to financial advisers. Learn the difference and how to tell whether or not your adviser is acting as Fiduciary for you.
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Money Speak College Savings Strategies
There are a number of ways to save for college. Which makes sense for you? Join Jason and Mike as they spend some time breaking down the rising costs of college and share some strategies to pay for it.