In this episode of the “Stuff About Money” podcast, host Erik Garcia, CFP®, BFA, ChFC®, welcomes back Carey Wallace to tackle the question: Should your insurance agency be your only […]
In this episode of the “Stuff About Money” podcast, host Erik Garcia, CFP®, BFA™, ChFC®, welcomes Ian Saunders, Senior Research Analyst for Nasdaq Dorsey Wright. They explore the world of […]
In this episode of the “Stuff About Money” podcast, host Erik Garcia CFP®, BFA™, ChFC®, is joined by long-time friend of the show, Dr. Matt Morris. Together, they tackle the […]
In this episode of the “Stuff About Money” podcast, host Erik Garcia, CFP®, BFA™, ChFC®, sits down with Ryan Hanley, a consultant to an AI marketing company, successful podcaster, and […]
In this episode of the “Stuff About Money” podcast, host Erik Garcia, CFP®, BFA, ChFC®, welcomes Carey Wallace, a Fractional CFO for independent insurance agency owners. They explore the crucial […]
As business owners, the majority of our net worth is tied to the value of our business. What steps should we take today to maximize this value for a future […]
What does it mean to achieve financial security? Is it having a certain dollar amount in the bank or the ability to maintain your desired lifestyle no matter what happens? […]
Many insurance agency owners struggle with the financial side of their business – Am I paying too much in taxes? Are my finances in order? Am I making a profit? […]
We all want our kids to develop healthy money habits. We want them to grow to be financially independent humans. They need to develop the skills to face life’s financial […]
Money is a flash point in marriages. Throw in income disparity between spouses and you have even more opportunity for complex, emotionally charged conflict. In this episode of the Stuff […]
