#9- 2020 Outlook
2020 market outlook: Rick and Mike have a conversation about the road ahead examining many different points of view from multiple sources. It’s an ins...
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Money is the most deeply personal subject there is and personal finance is generally not taught in high school, college or graduate school. Join us for a discussion about some of the more personal and sensitive aspects. The Meaning of Money is a monthly podcast designed to help you take control of your financial life by helping you build a better relationship between you and your money.
#8 Estate Planning
This is a discussion of the basics of estate planning, including the reasons why it’s important and the reasons why so many people don’t undertake or ...
#7 Millennials & Money
Part two of Millennials & Money: as we continue our discussion with Evelyn and Omar both of them candidly share their hopes, ambitions and fears of an...
#6 Do It Yourself Options
Mike and Eric discuss the world of do it yourself options including Robo advisers and target date funds and talk about the pros and cons of using one ...
#5 Couples & Money
Let’s talk about how couples can get on the same page when it comes to their finances. Our guest is Jason Gipstein, a marriage and family therapist. J...
#4 Millennials Part 1
How does the millennial generation conceptualize and think about money? It’s surprising. Here our guests Omar and Evelyn (each of them come from ve...
#2 Hiring an Advisor
In this podcast, Michael Clarke discusses with athletic attorney Brandon Leopoldus how to hire a financial advisor. They discuss common traits, what t...
#1 2019 Outlook
Eagle West Group advisors Rick, Mike and Eric review the 2019 market outlook.
#3 Measuring Investment Success
In this podcast, Michael Clarke discusses with Brad Kasper, president/CEO of LSA Portfolio Analytics, how to measure investment success.“Measuring suc...