Be In The Know - Finance, Life and Reaching Your Goals

Stiles Financial Services
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The BITK podcast is a service to clients, friends and family of Stiles Financial Services. Hosted by the team at SFSI who serve up relevant topics on finance, life and realizing your long-term goals. We take a conversational approach to important subject matter to provide clarity, context and perspective. Each episode is roughly 30min long. Check back monthly for new episodes, hosts and relevant topics. Make sure to subscribe. Thanks for listening. 

  1. Financial Flash Podcast - #288: When and How to talk about Wealth Transfer

    MAY 7

    Financial Flash Podcast - #288: When and How to talk about Wealth Transfer

    The Great Wealth Transfer is already underway, with more than $100 trillion expected to move between generations over the next two decades. But while many families focus on the technical side of estate planning, far fewer are prepared for the conversations that come with it. In this episode of Financial Flash Report, Susan Stiles and Senior Wealth Advisor John Stone discuss “the talk” — when families should begin discussing estate planning, inheritance, expectations, and legacy planning with the next generation. Their conversation explores:  • Why many families avoid these discussions  • The emotional realities behind wealth transfer  • Risks tied to poor communication and lack of planning  • Blended family and business succession challenges  • The importance of organization and asset visibility  • Ways to involve family members gradually and thoughtfully Estate planning is not only about documents and dollars. It’s about clarity, stewardship, and helping families navigate major transitions with confidence. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any securities or investment strategies. Investments involve risk and are not guaranteed. Past performance is not indicative of future results.

    19 min
  2. AskSusan - July25_Explore Edition

    APR 7

    AskSusan - July25_Explore Edition

    AskSusan | Financial Advice Column — Episode July25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With deep expertise and a talent for making complex financial concepts accessible, Susan brings clarity and confidence to questions that many people find overwhelming. This video episode is a companion to the print column originally published in the July 2025 edition of Lake Minnetonka Lifestyle Magazine. The video follow-up gives Susan the opportunity to go beyond the page — expanding on her answers, providing additional context, and exploring the nuances that a short-form column doesn't allow for. Whether you caught the original print piece or are discovering AskSusan for the first time, this replay is a great opportunity to hear directly from one of the region's most trusted financial voices. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any securities or investment strategies. Investments involve risk and are not guaranteed. Past performance is not indicative of future results.

    6 min
  3. AskSusan - June25_Men's Edition

    APR 7

    AskSusan - June25_Men's Edition

    AskSusan | Financial Advice Column — Episode June25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With deep expertise and a talent for making complex financial concepts accessible, Susan brings clarity and confidence to questions that many people find overwhelming. This video episode is a companion to the print column originally published in the June 2025 edition of Lake Minnetonka Lifestyle Magazine. The video format gives Susan the opportunity to go beyond the page — expanding on her answers, providing additional context, and exploring the nuances that a short-form column doesn't always allow for. Whether you caught the original print piece or are discovering AskSusan for the first time, this replay is a great opportunity to hear directly from one of the region's most trusted financial voices. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any securities or investment strategies. Investments involve risk and are not guaranteed. Past performance is not indicative of future results.

    4 min
  4. AskSusan - May25_Ladies Edition

    APR 7

    AskSusan - May25_Ladies Edition

    AskSusan | Financial Advice Column — Episode May25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With deep expertise and a talent for making complex financial concepts accessible, Susan brings clarity and confidence to questions that many people find overwhelming. This video episode is a companion to the print column originally published in the May 2025 edition of Lake Minnetonka Lifestyle Magazine. The video format gives Susan the opportunity to go beyond the page — expanding on her answers, providing additional context, and exploring the nuances that a short-form column doesn't always allow for. Whether you caught the original print piece or are discovering AskSusan for the first time, this replay is a great opportunity to hear directly from one of the region's most trusted financial voices. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any securities or investment strategies. Investments involve risk and are not guaranteed. Past performance is not indicative of future results.

    6 min
  5. AskSusan - April25_Investment Edition

    APR 7

    AskSusan - April25_Investment Edition

    AskSusan | Financial Advice Column — Episode April25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With deep expertise and a talent for making complex financial concepts accessible, Susan brings clarity and confidence to questions that many people find overwhelming. This video episode is a companion to the print column originally published in the April 2025 edition of Lake Minnetonka Lifestyle Magazine and highlighted a feature article written about Stiles Financial Services, Inc. It's a good read. The magazine also featured the AskSusan column. The video follow-up gives Susan the opportunity to go beyond the page — expanding on her answers, providing additional context, and exploring the nuances that a short-form column doesn't allow for. Whether you caught the original print piece or are discovering AskSusan for the first time, this replay is a great opportunity to hear directly from one of the region's most trusted financial voices. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any securities or investment strategies. Investments involve risk and are not guaranteed. Past performance is not indicative of future results. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any securities or investment strategies. Investments involve risk and are not guaranteed. Past performance is not indicative of future results.

    8 min
  6. AskSusan - Mar25_Home

    APR 7

    AskSusan - Mar25_Home

    AskSusan | Financial Advice Column — Episode March25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With deep expertise and a talent for making complex financial concepts accessible, Susan brings clarity and confidence to questions that many people find overwhelming. This video episode is a companion to the print column originally published in the March 2025 edition of Lake Minnetonka Lifestyle Magazine. The video follow-up gives Susan the opportunity to go beyond the page — expanding on her answers, providing additional context, and exploring the nuances that a short-form column doesn't allow for. Whether you caught the original print piece or are discovering AskSusan for the first time, this replay is a great opportunity to hear directly from one of the region's most trusted financial voices. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any securities or investment strategies. Investments involve risk and are not guaranteed. Past performance is not indicative of future results.

    9 min
  7. AskSusan - Feb25_Love Local

    APR 7

    AskSusan - Feb25_Love Local

    AskSusan | Financial Advice Column — Episode March25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With deep expertise and a talent for making complex financial concepts accessible, Susan brings clarity and confidence to questions that many people find overwhelming. This video episode is a companion to the print column originally published in the February 2025 edition of Lake Minnetonka Lifestyle Magazine. The video follow-up gives Susan the opportunity to go beyond the page — expanding on her answers, providing additional context, and exploring the nuances that a short-form column doesn't allow for. Whether you caught the original print piece or are discovering AskSusan for the first time, this replay is a great opportunity to hear directly from one of the region's most trusted financial voices. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any securities or investment strategies. Investments involve risk and are not guaranteed. Past performance is not indicative of future results.

    13 min
  8. AskSusan - Jan25_Health & Wellness

    APR 6

    AskSusan - Jan25_Health & Wellness

    AskSusan | Financial Advice Column — Episode Jan25 Hosted by Susan Stiles, President & Founder of Stiles Financial Services AskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut through the noise and deliver straightforward, actionable guidance on the financial topics that matter most to everyday people. Your host, Susan Stiles, is the President and Founder of Stiles Financial Services — a top financial advisory firm based in Edina, MN. With deep expertise and a talent for making complex financial concepts accessible, Susan brings clarity and confidence to questions that many people find overwhelming. This video episode is a companion to the print column originally published in the January 2025 edition of Lake Minnetonka Lifestyle Magazine. The video format gives Susan the opportunity to go beyond the page — expanding on her answers, providing additional context, and exploring the nuances that a short-form column doesn't always allow for. Whether you caught the original print piece or are discovering AskSusan for the first time, this replay is a great opportunity to hear directly from one of the region's most trusted financial voices. Stiles Financial Services is an SEC registered investment adviser based in Minnesota. Information presented is for educational purposes only and is not personalized investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any securities or investment strategies. Investments involve risk and are not guaranteed. Past performance is not indicative of future results.

    8 min
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About

The BITK podcast is a service to clients, friends and family of Stiles Financial Services. Hosted by the team at SFSI who serve up relevant topics on finance, life and realizing your long-term goals. We take a conversational approach to important subject matter to provide clarity, context and perspective. Each episode is roughly 30min long. Check back monthly for new episodes, hosts and relevant topics. Make sure to subscribe. Thanks for listening. 

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