All investing involves some level of risk. The role of the financial planner is to create a risk profile for investors so that investment recommendations match the investor’s financial and […]
There are many factors that determine your interest rate when getting a mortgage. In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, and Xavier Angel, CFP®, ChFC, […]
It is the habits that we establish personally and professionally that will ultimately decide the success or failure we experience with our money. In this episode of the Stuff About […]
Experts disagree on when the next recession will come, but the markets are cyclical. This means, sooner or later, eventually a recession will be upon us. If you’re concerned about […]
Which type of IRA is better for me, a traditional IRA or a Roth IRA? What are the advantages of each? In this episode of the Stuff About Money podcast, […]
These are trying times, both financially and psychologically. Dr. Matt Morris rejoins Erik Garcia and Jag today. Together, we cover the volatile market as well as the “new normal” of […]
Many of our financial decisions are rooted in what others are doing; however, oftentimes their goals are far different than ours. They are essentially playing a different game with different […]
As the tax landscape ever changes, it becomes more important for your CPA and Financial Planner to collaborate. In this episode of the Stuff About Money podcast, Erik Garcia, CFP® […]
In this episode of the Stuff About Money podcast, Erik Garcia, CFP® and Xavier Angel, CFP®, ChFC, CLTC, interviews Felix Garcia, our co-host’s fearless father, drops serious wisdom in this […]
Building wealth is easier when you have time on your side. Time allows you to leverage compound interest. Listen in as Xavier Angel, CFP® and Erik Garcia, CFP® introduce you […]
