The UMAFS Podcast: Recent Episodes
UMAFS
Chad talks with Scott Halvorsen about the importance of understanding your employment contract.
Chad and Eric discuss identifying fraudulent investments and how to protect yourself as an investor.
Chad and Ryan discuss Qualified Charitable Distributions and several of the tax and logistical considerations for the strategy.
Chad and Trent discuss different options for managing cash within your investment portfolio.
Chad and Patrick discuss the important role equities play in an investor’s financial plan.
Mathew and Chad share thoughts and ideas about incorporating life insurance into your financial plan.
Patrick Brady and Chad Kelley try to make sense of the age old question “Should I pay down debt or save for retirement?” Each option has its pros and cons and together they discuss how to approach this dilemma.
Chad and Patrick discuss how to emotionally approach financial news and headlines as an investor.
Trent & Chad discuss the importance and role that rebalancing a portfolio plays in an individual’s financial plan. They discuss considerations and strategy that should be looked at during the rebalancing process.
Eric and Chad discuss some of the basic concepts about disability insurance. They review typical structures and coverage amounts in group and private disability policies.
Trent and Chad review the advantages of Roth accounts and their role in an investment portfolio. They discuss some basic investment strategy for Roth accounts and contribution limitations.
Buying a home is a financial decision that can have a ripple effect across your whole career and retirement. Eric and Chad discuss things to take into consideration when exploring the idea of purchasing a home.
Chad and Patrick discuss how an emergency fund fits into building a strong financial plan. They discuss topics such as: How large should your emergency fund be? Should you invest those funds? How should you prioritize building up the emergency fund?