In this episode of the “Stuff About Money” podcast, host Erik Garcia, CFP®, BFA, ChFC®, welcomes Carey Wallace, a Fractional CFO for independent insurance agency owners. They explore the crucial […]
As business owners, the majority of our net worth is tied to the value of our business. What steps should we take today to maximize this value for a future […]
What does it mean to achieve financial security? Is it having a certain dollar amount in the bank or the ability to maintain your desired lifestyle no matter what happens? […]
Many insurance agency owners struggle with the financial side of their business – Am I paying too much in taxes? Are my finances in order? Am I making a profit? […]
We all want our kids to develop healthy money habits. We want them to grow to be financially independent humans. They need to develop the skills to face life’s financial […]
Money is a flash point in marriages. Throw in income disparity between spouses and you have even more opportunity for complex, emotionally charged conflict. In this episode of the Stuff […]
Mother’s Day seems like a silly holiday! Well, at least that’s the perspective of guest hosts Missy Garcia and Grace Angel on the Stuff About Money podcast. In this episode, […]
In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, ChFC®, BFA™ is joined by a long-time friend of the show, Couples Counselor Dr. Matt Morris, and first-time […]
In this episode of the Stuff About Money podcast, Xavier Angel, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Certified in Long-Term Care (CLTC), sits down with CPA […]
“I was excited when I finally understood what the radio announcer was talking about this morning on my commute! All of those financial terms made perfect sense to me” In […]
