Monthly Archives: March 2023

Why Should Both Partners be Involved in Household Finances? With Tony R. Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®

Many studies have shown that money can be a significant source of conflict in relationships. What if one partner is a saver and the other a spender? How do you align on your goals for the next 5, 10, or 15 years? 

In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®, go into detail about the importance of communication and getting on the same page when dealing with finances among spouses. 

Tony and Rachel share more about:

  • When you should start having these important conversations
  • What to consider when planning for a future together 
  • How working with a financial advisor can ease some of the stressors that come with these important discussions 
  • And more

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Are You Keeping Your Financial Data Secure? with Luke Hail, MBA, CFP

In today’s increasingly digital world, the threat of cyber attacks is more prevalent than ever. The rise of technology has given hackers more opportunities to steal personal information and gain unauthorized access to sensitive data, making it crucial to prioritize cybersecurity.

Fortunately, there are several measures you can take to protect yourself. Two-factor authentication, freezing your credit, and vigilance for suspicious activity are all key practices for safeguarding your personal and financial information. 

Get ready to level up your financial security knowledge! In this episode, we’ll explore a range of ways you can protect your personal and financial information and how to identify and prevent cyber attacks. In this compelling discussion, Luke Hail, MBA, CFP, shares a real-life example of how cybercriminals infiltrated one client’s email and stole their hard-earned wealth. But don’t worry, it has a happy ending.

Join us to discover:

  • The pros and cons of credit vs. debit cards
  • The importance of cybersecurity and practical tips to stay safe online
  • Secrets to creating uncrackable passwords
  • How to spot and avoid common scams
  • What a credit freeze is and how to implement it 

And that’s just the beginning – there’s so much more to learn in this jam-packed episode. Tune in to take control of your financial security and protect yourself from the threats of the digital world.

Connect With Luke Hail:

What Does The Secure Act 2.0 Mean For Me? With Emily Diaz, MAcc, CPA, CFP® and Zach Binzer, CFP®

While we were all celebrating the holidays, Congress was busy making new tax laws and gifting us with approximately 100 new provisions to the Secure Act. Can’t you feel the legislative love? 

In this episode, Emily Diaz, MAcc, CPA, CFP®, and Zach Binzer, CFP®, discuss the myriad of changes to the Secure Act and how they could be significant to you. 

Emily and Zach share more about:

  • Secure 1.0 vs. Secure 2.0
  • Changes to RMD ages
  • Changes to contribution limits on retirement accounts
  • Changes to Roth accounts
  • And more

Connect With Emily Diaz and Zach Binzer: