Épisodes

  • A Closer Look at the SECURE Act 2.0 with Bridget Jarvis (Ep. 13)

    A Closer Look at the SECURE Act 2.0 with Bridget Jarvis (Ep. 13)
    May 1 2023
    The SECURE Act 2.0 has 92 provisions, and today’s guest helps host Scott Ferguson narrow in on a few that will change the way you pay off loans, save for retirement, and attract and retain employees. Join Scott as he talks with Bridget Jarvis, Partner and Vice President of Business Development at ERISA Services about …

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    24 min
  • Bear Markets: Normal or Abnormal? (Ep. 12)

    Bear Markets: Normal or Abnormal? (Ep. 12)
    Apr 24 2023
    When navigating a bear market, it is important to take what the media says with a grain of salt. From trying to sell advertising space to evoking fear for their own personal gain, the media has a hidden agenda that might not give you peace of mind.  Thankfully, we are here to discuss what exactly …

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    25 min
  • 9 Financial Lessons From My Granny Who Lived For 93 Years (Ep.11)

    9 Financial Lessons From My Granny Who Lived For 93 Years (Ep.11)
    Feb 6 2023
    From farming to being a full-time mail carrier at age 70 to buying her first stock. Rhonda Ferguson’s grandmother had quite a financial journey. In this episode, Rhonda shares the 9 biggest financial lessons she learned from her beloved “granny” who weathered through several ups and downs, including The Great Depression, during her life span …

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    27 min
  • Understanding Why We Own What We Own (Ep.10)

    Understanding Why We Own What We Own (Ep.10)
    Jan 16 2023
    A lot of times when we have a year like 2022, with three negative quarters you can start to think: Why am I investing? What’s the point? In this episode, Rhonda Ferguson, talks about how your emotions can get in the way during the down markets, what’s happening to the price of goods and why …

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    28 min
  • Analyzing The Current Market State (Ep.9)

    Analyzing The Current Market State (Ep.9)
    Jan 2 2023
    The current events are on everybody’s mind right now. When you turn on the tv, when you read the newspaper, when you get on social media, you see words like recession, inflation and bear market. But what is really going on in the world today? In this episode, Scott Ferguson analyzes the current state of …

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    22 min
  • Open Communication During A Money Marriage (Ep.8)

    Open Communication During A Money Marriage (Ep.8)
    Dec 19 2022
    A successful marriage has good communication, and when it comes to working with an advisor it’s like a money marriage.  Although your dreams, wishes and desires change as you mature you want to communicate this to keep everything in line with what you planned for. In this episode, Scott Ferguson shares why having open lines …

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    24 min
  • Five Keys To Successful Investing (Ep.7)

    Five Keys To Successful Investing (Ep.7)
    Dec 5 2022
    It’s human nature to want to react during those doom and gloom moments. But not reacting can be far more beneficial than reacting and can contribute to your financial success. In this episode, Scott Ferguson digs into five keys that he thinks are important when it comes to being a successful investor. Scott discusses: Taking …

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    20 min
  • Meet Rhonda Ferguson (Ep.6)

    Meet Rhonda Ferguson (Ep.6)
    Nov 21 2022
    You’ve had the opportunity to meet Scott Ferguson, now this time around you will hear a different voice on the other end of the microphone. In this inaugural episode, Rhonda Ferguson, ​​the founder of Financial Concepts, provides insight into her personal and professional life. She also reveals how her past experiences have taught her many …

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    28 min