Binge on the first season of our podcast, The Plan. Second season coming soon!

In December, we wrapped up the first season of 14 episodes of our podcast, The Plan. There’s lots of topics you’ll find helpful, such as inheritance, Medicare, saving for a child’s education, and more rites of financial passage. Look for our second season, launching in March 2022!

Episode 14: Year-End Advisors’ Roundtable:  It’s the end of the year and the first season of The Plan, so we got four financial advisors together for a roundtable discussion about where we’ve been in 2021 and what might lie ahead for 2022.

For previous episodes, visit our Insights Page