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We believe that our clients benefit from knowledge. We work collaboratively with our clients and feel we have a responsibility to educate and empower them. We also believe that personal finance topics should be straightforward and clearly explained. The Planly Speaking Blog was created with the objective of carrying out these beliefs. Here are the most recent posts from the Planly Speaking Blog:
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  • Does Your Portfolio Have Too Many Carbs?
    In the last several years doctors, scientists, nutritionists, dietitians, and even personal trainers have told us that too many carbs can be detrimental to our health. According to these experts eating dry carbs such as pasta and starchy vegetables too often leads to too much sugar in our bloodstream which quickly converts to fat. This […]
  • PSP-003: Insurance Planning Overview
    In this episode we will be delving further into Insurance Planning. We’ll cover the origins of our modern insurance market as well as some examples of how insurance is currently used for financial planning purposes. The post PSP-003: Insurance Planning Overview appeared first on Planly Speaking.
  • PSP 002: Financial Planning Overview
    This is the second installment of The Planly Speaking Podcast.  The show that was created to de-mystify personal finance and be a resource for financial education.  We hope you enjoy it. In today’s show I give a general overview of Financial Planning. I cover topics such as goal setting, financial foundations, investment planning, tax planning, […]
  • PSP 001: Introduction to The Planly Speaking Podcast
    This is the first installment of The Planly Speaking Podcast.  The show that was created to de-mystify personal finance and be a resource for financial education.  We hope you enjoy it. In this particular show you will hear about our background and our “why”.  You’ll hear about the three-fold mission of The Planly Speaking Podcast: […]
  • 3 Steps to Stop Fearing your Wallet
      When it comes to money and finance fear seems to be an ever-present actor on the stage we call financial security.  Why is that?  Let’s first examine what fear is.  Webster defines fear as: an unpleasant often strong emotion caused by anticipation or awareness of danger.  Let’s break this down.  First, let’s consider the […]