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financial planning


Five Things You Should Be Saving For
Five Things You Should Be Saving For
Anything can happen. Job loss happens. Illness happens. In this episode, Bruce and Peg talk about some overlooked expenses to consider when the unexpected happens.
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Your Game Plan for College Savings
Your Game Plan for College Savings
You know it’s coming. One day, your little ray of sunshine will leave home, and college might well be in their future. With college costs spiraling, it’s more important...
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Don't Fall for These Scams
Don't Fall for These Scams
If something sounds too good to be true, most likely it is. Do you know how to protect yourself from common scams? Dustin Smith shares his tips on WCCO Mid Morning.  {{...
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Your College Savings Game Plan
Your College Savings Game Plan
Kids are headed back to school, and that might have you thinking how to pay for college. Bruce and Peg are joined by Cozy Wittman of College Inside Track to discuss step...
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Keeping the End Zone in Mind
Keeping the End Zone in Mind
Football season is here! Bruce and Peg are here to talk about your financial game plan and offer up some football puns.  
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Understanding Risk Management
Understanding Risk Management
Peg and Bruce welcome Senior Vice President, Financial Advisor Jennie Boland to the show to discuss how to decide if you have too much or not enough insurance.
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Commonly Asked Questions About Estate Planning
Commonly Asked Questions About Estate Planning
Estate planning can be confusing, may feel overwhelming and some of us aren't sure if it even applies to our situation. Bruce Helmer helps clear up the misconceptions and...
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Should you Budget in Retirement?
Should you Budget in Retirement?
You've heard the importance of keeping a budget to help save money for retirement. But once you retire, is it still necessary to keep an eye on your spending? Bruce Helmer...
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7 Common Financial Mistakes and What Causes Them
7 Common Financial Mistakes and What Causes Them
1. Letting fear affect our investments The human propensity for loss aversion compels us to act in a way that can limit our returns. If we act out of fear that our...
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Saquon Barkley, Fantasy Football and Your Finances
Saquon Barkley, Fantasy Football and Your Finances
If you played fantasy football during the 2018 season, you’re probably familiar with the exploits of Saquon Barkley. The New York Giants rookie Phenom clocked in at more...
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