The process of buying a home can seem daunting, especially for first-time homebuyers. In this episode, vice president Eric Meermann demystifies the financial dimensions of homeownership.
Read More

Most of us need a car, but how should you get one? Buy or lease? New or used? Senior client service associate Kasey Radney is here to guide you through the decision.
Read More

Senior client service manager Thomas Walsh returns to the podcast to talk about the balancing act many people have to master in order to save for big goals like retirement or education while also staying on top of their debts.
Read More

Rebecca Pavese, CPA, explains why building a solid budget and working to improve your credit score are fundamentals that underpin personal financial planning. Learn how to master the fundamentals in this episode of “Something Personal.”
Read More

Client service associates Brianna Aviles and Mamie Odom discuss the rewards and challenges of the first years as a young professional. They discuss getting your first apartment, setting financial goals, paying off student loans and more.
Read More

Sewbo founder Jonathan Zornow joins host Amy Laburda and senior client service manager Melinda Kibler to discuss what the first decade of a tech startup is really like, as well as what aspiring entrepreneurs need to know.
Read More

A conversation with Gabe Fleisher of “Wake Up To Politics” about the state of journalism, politics and more in 2024. Join Gabe, financial adviser (and former journalist) Larry Elkin and host Amy Laburda to dive deep into Substack success and why Gabe still writes with his friends and family in St. Louis in mind.
Read More

What do “wealth,” “success” and “achievement” even mean? In this episode, a financial professional with decades of experience weighs in. Larry Elkin, CPA, CFP®, kicks off the second season of “Something Personal.”
Read More

Master the financial complexities of retiring abroad in this podcast episode featuring Certified Financial Planners™ and IRS Enrolled Agents Shomari Hearn and ReKeithen Miller.
Read More

How should you incorporate state income taxes into your financial planning? Senior client service manager ReKeithen Miller joins host Amy Laburda to discuss.
Read More