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Financially Speaking

Financially Speaking

By: Cole Bruner Kailey Berendsen Zachary Kyhos Ryan Connor Logan Woller and Ryan Pecha
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Navigating retirement can be complex—but you don’t have to do it alone. Join us each week on Financially Speaking, where we explore the critical issues that matter most in retirement. From planning strategies to managing evolving financial needs, our team offers valuable insights and practical guidance to help you make informed decisions with confidence. Whether you're approaching retirement or already there, Financially Speaking is your trusted companion on the journey to long-term financial security. Don’t face retirement planning on your own—tune in and take the next step with clarity and peace of mind. Economics
Episodes
  • The Role of Life Insurance in a Financial Plan

    The Role of Life Insurance in a Financial Plan
    May 24 2026
    While many view life insurance strictly as a safety net for loved ones, it can also serve as a powerful tool for wealth accumulation, tax strategy, and estate planning. This episode breaks down the core differences between term and permanent policies to help you determine the right coverage for your long-term goals. Tune in to discover how to seamlessly integrate life insurance into your broader financial plan for ultimate peace of mind.
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    Less than 1 minute
  • Financial Spring Cleaning: Ways to Clean Up Your Money This Spring

    Financial Spring Cleaning: Ways to Clean Up Your Money This Spring
    May 17 2026
    As the seasons change, it’s the perfect time to sweep away stagnant habits and refresh your personal balance sheet. This episode explores actionable strategies for decluttering your accounts, from automating your savings to negotiating recurring subscriptions you no longer use. Tune in to learn how a thorough financial "deep clean" can provide the clarity and momentum you need to reach your goals by year-end.
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    Less than 1 minute
  • The Importance of Estate Planning: Protecting Your Legacy and Loved Ones

    The Importance of Estate Planning: Protecting Your Legacy and Loved Ones
    May 10 2026
    This episode discusses the importance of estate planning and why it is a critical part of protecting both your assets and your loved ones. The conversation covers key documents such as wills, trusts, and powers of attorney, and explains how they help ensure your wishes are carried out while reducing stress and confusion for your family. Listeners will gain a better understanding of how estate planning fits into a broader financial strategy and why it should be reviewed and updated over time.
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    Less than 1 minute
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