Podcast

Find out about how you or your family can benefit from ABLE accounts if there is someone with a disability in your family.  

This podcast will provide you with details pertaining to the SECURE Act that went into effect on January 1, 2020 as it relates to you and your finances.

Hear about the changes to retirement savings account contribution limits in 2020.

Listen here for some key information on teaching your children about finances – it’s never too early to start!

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…

Brad talks to Stefanie O’Connell, author of The Broke and Beautiful Life, about investing and her finance adventures

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?