Erik has a confession to make… he dislikes budgeting. Yep, even though he created a budgeting course for his clients, he shares why he has an aversion to traditional budgets. […]
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 – […]
This is the Stuff About Money podcast, and here, we talk about… well, stuff about money! Some episodes are super specific and get into specific case studies, but sometimes, it’s […]
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 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, […]
Building wealth is the central part of a financial planner’s livelihood. So, entering into the industry, they’d be given good, sound advice… right? Erik Garcia, CFP®, BFA and Xavier Angel, […]
What if relationships showed up on our balance sheets like our businesses and other investments do? Relationships as a Measure of Net Worth: How to Build Healthy Connections As a […]
Mom and pop pharmacies are a part of many people’s lives. But behind the storefront, there’s a whole world of owning your own business, managing finances, and paying off student […]
Does your household need a Chief Financial Officer? Revisit this throwback episode of the Building Us podcast, where hosts Erik Garcia, CFP®, and Dr. Matt Morris, LPC, LMFT. are joined […]
Paying for college is tricky! Filling out the FAFSA, applying for loans, trying for scholarships… and then, debt. The process is anxiety inducing and sometimes ambiguous – but that doesn’t […]
