Podcast

Episode 5: Mailbag – Company Stock, Retiring Early, and More

We are opening up the mailbag today to answer some listener questions. A lot of questions come up during the financial planning and retirement planning process and we want to help you sort through them.

Read More

Episode 4: 22 Money Moves For 2022

What can you do now to be in better financial shape at the end of the year?

Read More

Episode 2: Our Financial Planning Process

What is Spiros’ financial planning philosophy? How is he helping people with their financial futures?

Read More

Episode 1: Getting to Know Spiros

On today’s episode, we are going to take this opportunity to get to know Spiros and how he’s helping clients become more educated and confident in their financial decisions.

Read More