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Monthly Tap Room – August 2021 (EP.3)

Welcome to our recurring monthly roundtable. In our Tap Room discussions, Jack & Sean will cover a variety of current events, company headlines, and financial planning updates. In this week’s Taproom, we discuss Square’s big acquisition, the stress in the Chinese technology stocks, Robinhood’s IPO, and an overview of the crypto market.

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Choosing a Financial Advisor (EP.2)

So let’s say you inherit some money, sell your business, or maybe just need help with your investments. Where do you go? For most, when financial decisions get tough, it’s time to find an advisor. The hard part is figuring out which advisor is right for you.Some topics we cover in today’s episode include: What...

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Craft Advice Intro (EP.1)

Personal finance often gets stuck in the minutia. How much you spend on coffee or dinner is a small detail in the grand scheme of things. Craft Advice is focusing on large financial decisions. From investing in real estate to choosing a financial advisor, we want to highlight the large financial decisions investors make and...

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