The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Starting a Business

On this podcast Appaiah speaks with Brett Woldanski, owner of local gym X-Factor Athletics Performance. Listen in as they discuss the different aspects of starting and owning a business. 

Debt Management 

During this podcast Appaiah and Julia discuss debt management and the differences between being debt free and managing the debt you have. Tune in for some informative tips on debt management.

Components of Financial Planning

Tune into this podcast where Julia and Appaiah discuss the different components that go into the financial planning process. Learn how advising is different from the planning process.

Long-Term Care

During this podcast, Appaiah and Julia discuss why one should invest in Long-Term Care and the benefits that come with it. Another important process to financial planning. 

Life Insurance

In honor of Life Insurance Awareness month, Appaiah and Julia discuss why life insurance is an important part of the financial planning process.

Risk Management

On this episode, Appaiah and Julia discuss risk management, an important aspect of financial planning.

Planning vs. Advising

Financial Planning Process

On this episode we will discuss the first 3 steps of the financial planning process with Appaiah and Julia.

Discover the next 4-7 steps of the financial planning process.