Please join us for our first ever video podcast where we will take a deep dive into a key aspect of financial planning: 401(k)s. We explore the important features of 401ks, how they’re different from IRAs, and what this all means for you.

When attempting to understand the world of cryptocurrency, it is vital to understand what is arguably it’s most important component: blockchain. In this episode we are joined by Mike Venuto and Dan Weiskopf, co-managers of the Amplify Transformational Data Sharing ETF (BLOK), who share their expertise regarding blockchain, how it works, and its potential influence on the future of global trade.

Cryptocurrency. You’ve heard about it, maybe you even own some, but…what is it? In today’s episode we are joined by special guest Tom Aagaard of Amplify ETFs, who helps us provide answers to some of the most common questions about crypto. We also attempt to dive deeper into some of the more mysterious elements of this exciting new asset class.

As any parent will tell you, the wellbeing of their children is always at the forefront of their mind. We worry about their future. We worry about how to set them on the right course so that they can have the life we’ve always wanted for them. It’s an unfortunate reality that our school system does not make financial literacy a priority, and as parents we often shy away from having uncomfortable conversations about wealth and money with our kids.

So, how can we communicate with our children about money in a way that we can feel confident about? In Episode 17 “Talking With Your Kids About Money” we’ll give you a playbook to help teach your kids about this important topic. Take a listen!

7 Step Playbook

Explain your own monetary values to your children.Set the stage on what you want them to value. Some questions to reflect on: Why did we work hard to acquire wealth? What sacrifices did we make along the way and were they worth it? Now that we’ve attained it, what is it for? What responsibilities does it impose on us? Most fundamentally, where are we going together in life as a family and how will we know when we’ve gotten there? How do we stay on our path?

Teach your children how to earn money.Children learn better when they earn it versus are given it.

Explain how taxes work.Give an example they can relate to.

Teach Savings vs. Spending.Explain the benefits of each. We need balance here.

With what they do save, explain the power of investing.Talk about how time is their biggest asset.

Give them the power to decide what to do with their money.But ask them why. Remember, all about their behaviors. Create buy-in.

Set them up with a financial expert once they are older.A third-party perspective from someone who thinks like you do often creates additional motivation around the same concepts you are teaching because frankly, they are not you.

You know interest rates are very low, and you’ve heard the rumors. They are expected to rise in the future. So what does this really mean for YOU, your investments, and the bonds you own? We’ve got your back.

In our latest podcast episode, we bring in our market experts to discuss the risks currently facing the bond market and what we’re telling our clients to do with the bonds they hold in their portfolios.

In today’s day and age, the realm of financial advice has expanded to meet every investor’s ever changing needs and styles. As more options have become available in our modern world, the paradox of choice can deter people from seeking help, too overwhelmed to understand all of the different options and at the root of the problem, not understanding what help they may actually need in their financial lives.

Join us today as we help provide some education and language around the financial pillars that deserve some TLC in your life and who to seek out if you determine that you need an extra hand.

Whoever you may share financial responsibility with whether it be your partner, your child, your parent, or someone else close to you, understanding their Money Mind is pertinent to having a healthy and harmonious relationship with one another. Similar to love languages, it is not detrimental to communicate using different languages, it’s just a matter of understanding, respecting, and working with each other so that nothing becomes lost in translation.

Join us for our second episode on this topic where we dive into the different Money Mind combinations and how they impact your decision-making as an individual and a family. We talk through the common shortfalls that many have experienced with opposing Money Minds and what you can do today to be mindful and proactive.

Give yourself only 3 seconds to answer this question – If you were given $500 today, what would you do with it?

How you answer that question reveals your instinctive, gut reaction when it comes to decision-making around money and the true nature of your relationship with it. Understanding this is the key to a moving constructively towards a healthy financial wellbeing. Better yet, if you have a partner and or a family, understanding their instinctive behavior around money will provide insight and direction on how you can positively approach your decisions around money as a team.

We all know SOS as a universal call for help but here’s a fun fact – it isn’t a phrase with abbreviated words as you might have assumed, it’s morse code! We took this as an opportunity to assign a meaning to it that’ll hopefully help you draw some neglected attention back to planning your financial future – Structure, Organize, & Simplify.

The more complex our financial lives can get, the more we desperately require some tools to help us wrap our minds and hands around preparing for our financial future. In this podcast, we discuss the incredibly important and often avoided area of our financial life, preparing your estate. Virtually no one is comfortable thinking about the future with you no longer a part of it, but it is so vital to step out of that discomfort to ensure you take the burden off of your loved ones when the time comes.