Housing, career, savings, and how you talk about money with the people you love, none of these show up on a balance sheet or a portfolio statement, but they may matter more to your financial life than anything that does. In this episode, TradeWinds advisors Jeb Bowie and Miller Hoffman break down four fundamentals that are easy to get wrong even though they’re not “basic”:
September is Life Insurance Awareness Month and Emma Schneider is using her own half marathon training to make the case for why it matters. You don’t train for 13.1 miles because you expect the worst mile of your life, you train so you’re ready no matter what race day brings. Life insurance works the same way: it’s not flashy, and you hope you never need it, but it’s what makes everything else possible for the people who depend on you.
Most parents see back-to-school season as a scramble of supply lists, new sneakers, and packed lunches. TradeWinds’ Mike Manganillo sees something else: one of the best windows all year to teach real money lessons without it ever feeling like a lecture.
Financial Independence Isn’t Retirement, TradeWinds Advisor Jeb Bowie Explains What It Really Means Most people hear “financial independence” and picture the same thing: retirement, quitting their job, moving to the beach. But TradeWinds advisor Jeb Bowie says that’s the wrong definition, and chasing it is one of the most common mistakes people make in personal finance. In this episode of Pocket-Sized Advice, Jeb breaks down financial independence as a threshold, not a finish line: the point where your money covers your life so every decision becomes a choice instead of a necessity.
In this episode of Pocket-Sized Advice, Ralston breaks down why market volatility doesn’t mean something’s wrong, and shares one simple question to ask before making any change to your investment plan: Did my goals change, or am I reacting to how I feel right now? Whether you’re navigating a rough stretch in the market or just need a reminder to stay the course, this quick, practical tip can help you keep perspective and stick to a plan built around your actual goals, not the headlines.
In this episode of Pocket-Sized Advice, TradeWinds Financial Advisor Miller Hoffman breaks down everything you need to know about IPOs (Initial Public Offerings) — one of the hottest topics in investing right now. What is an IPO? How do they work? And what are the risks for everyday investors? Miller unpacks it all, including why companies like SpaceX go public, why hype often overshadows substance, and what the first-year returns of some of today’s biggest companies can teach us about patience and risk management.
May is the season of next chapters — graduations, weddings, the school year winding down, and summer just around the corner. In this episode of Pocket-Sized Advice, Mike Manganillo shares why his family prioritizes experiences over material goods — and how a little planning makes the family trip possible every year. Mike covers three key areas to focus on as you plan your own summer chapter:
May is the season of next chapters — graduations, weddings, kids heading off to college, and families navigating major transitions all at once. In this episode of Pocket-Sized Advice, TradeWinds advisor Tim Whitney shares the financial conversations every family should be having right now.
May is the season of next chapters — graduations, weddings, the school year winding down, and summer just around the corner. In this episode of Pocket-Sized Advice, Mike Manganillo shares why his family prioritizes experiences over material goods — and how a little planning makes the family trip possible every year. Mike covers three key areas to focus on as you plan your own summer chapter:
Want to build financial confidence and take control of your money? In this episode of Pocket-Sized Advice, financial expert Tracey Nobles shares the simple 30-minute monthly habit that can transform your finances no matter your age, income, or stage of life. With over 30 years of experience in the financial industry, Tracey has guided clients through every major market event: bull markets, bear markets, the dot-com boom and bust, the 2008 financial crisis, rising inflation, and global uncertainty.
Are common money myths quietly hurting your financial future? In this video, financial advisors Jeb and Miller break down 6 common money myths and explain what actually matters when it comes to investing, taxes, retirement planning, debt, diversification, and Social Security. Too often, people make financial decisions based on headlines, social media advice, or outdated beliefs. In this conversation, we challenge some of the most popular misconceptions and provide practical insights to help you make smarter long-term financial decisions.
March is one of the most emotional months of the year. Between March Madness and tax season, it can feel like everything is moving fast and the pressure is on. Many people avoid talking about money, not because they don’t care, but because they were never taught how. The good news? It’s never too late to learn.
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