Happy Monday! Tune into our episode today, Monday, November 16 to hear our take on the latest news in the market and world.
We want to talk a bit about the idea of systemic racism and the economic inequality that most minorities face as a result. We also want to encourage our listeners to do what they can to support black/minority owned businesses, especially during these even more challenging times.
Listen in to hear about what the recent Stimulus Bill means for you and your finances during the time of the COVID-19 crisis.
Listen in on some great information about the current markets including some questions to ask yourself about your finances during a time of extreme volatility.
For those of you eager to get a head start on filing your taxes this year, here are some important tips to help you navigate the process.
Financial tips from a survey of retirees and what they wish they could tell their younger selves about their finances.
Listen in for some tips on how to better prepare financially for a recession.
Brad and Charlie and Josh (now... with #Schwaber!) talk about 401Ks and switching employment. Do you have a long-neglected account?
In today’s world, it is normal for mid-level professionals to jump between a few different jobs early in their career as they try to figure out their passion and path. When leaving a job, we often take with us the knowledge we gained from our experiences and hopefully some friendships we made as well.
Link to the BlogPost: In today’s world, it is normal for mid-level professionals to jump between a few different jobs early in their career as they try to figure out their passion and path. When leaving a job, we often take with us the knowledge we gained from our experiences and hopefully some friendships we made as well.
Link to blog post: www.shermanwealth.com/401k-when-you-change-jobs/
Brad and Charlie talk about the next type of personalized advisors, for your future.
Brad Sherman, of Sherman Wealth Management, talks with Charlie Birney about financial standards - Fiduciary and Suitability. Do you know the difference?