Podcast

Reasons to Share Your Goals

Or, the return of Xavier’s car: The 2008 Accord Strikes Back! Xavier Angel, CFP®, ChFC, CLTC, and Erik Garcia, CFP®, BFA, have a discussion about making and setting goals – […]

I Got No Car Note! II

Xavier’s a Certified Financial Planner driving a 2008 Accord. What? Why? Well, he drives his old car without air conditioning for a simple reason: No car note! Xavier Angel, CFP®, […]

Education Planning: Xavier’s Story

Education planning comes with many obstacles, like student loans, meal plans, housing… and, as some of you will come to find out, what happens after graduation. Xavier Angel, CFP®, ChFC, […]