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The UMAFS Podcast
21 minutes | Sep 21, 2021
Chad talks with Scott Halvorsen about the importance of understanding your employment contract.
23 minutes | May 22, 2020
Eric and Patrick discuss how to handle fluctuations in income.
23 minutes | Jan 17, 2020
Chad and Katrina discuss Medicare and things to watch out for.
31 minutes | Nov 21, 2019
Chad & Wendy Clark discuss student loans and repayment methods.
18 minutes | Sep 27, 2019
Identifying Fraudulent Investments
Chad and Eric discuss identifying fraudulent investments and how to protect yourself as an investor.
18 minutes | Sep 4, 2019
One House One Spouse
Patrick and Chad discuss the motto "One House, One Spouse"
29 minutes | Aug 19, 2019
Tax Return Reviews
Chad and Trent discuss common issues they come across when reviewing tax returns.
19 minutes | Aug 7, 2019
Chad and Greg Zaugg discuss estate planning and how it applies to physicians.
14 minutes | Jul 22, 2019
Qualified Charitable Distributions
Chad and Ryan discuss Qualified Charitable Distributions and several of the tax and logistical considerations for the strategy.
30 minutes | Jun 10, 2019
Chad and Jeff discuss the importance of managing and building good financial credit.
24 minutes | May 27, 2019
Chad and Trent discuss different options for managing cash within your investment portfolio.
28 minutes | May 13, 2019
Chad and Patrick discuss the important role equities play in an investor’s financial plan.
11 minutes | Apr 29, 2019
Mathew and Chad share thoughts and ideas about incorporating life insurance into your financial plan.
19 minutes | Apr 15, 2019
Eric and Chad discuss ways to save for kids college experience.
25 minutes | Apr 1, 2019
Paying Down Debt vs Saving
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.
28 minutes | Mar 18, 2019
Chad and Patrick discuss how to emotionally approach financial news and headlines as an investor.
18 minutes | Mar 4, 2019
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.
18 minutes | Feb 18, 2019
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.
19 minutes | Feb 11, 2019
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.
19 minutes | Feb 11, 2019
Buying a Home
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.
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