INSIGHTS FOR YOUFROM OUR TEAM

Have a money question? Start here. Our team breaks down market headlines, shares practical tax and financial planning insights, and applies expertise to real decisions at the intersection of money and life.

EP 11 | AI took July into orbit.

Why do new stock market highs make investors nervous, and what does the SpaceX IPO reveal about chasing momentum? In this month’s episode, Darlene Kuipers & Joey Ott break down July 2026’s market headlines, from the S&P 500’s continued run of record highs to SpaceX’s high-profile debut.

EP 01 | What Is a Roth Conversion – and Could It Lower My Future Tax Bill?

In the inaugural episode of Fireside Finance, hosts Nate Baumann, CFP®, and Josh Franken, CPA, pull their chairs up to the fire to demystify one of the most-asked questions in financial planning: What exactly is a Roth conversion?

Intro | Fireside Finance Trailer

In this show trailer, CFP® Nate Baumann and CPA Josh Franken explain why Fireside Finance exists: to answer the money questions they hear repeatedly from real client conversations. In quick, story-driven episodes (with occasional deeper-dive bonuses), they make smart financial thinking approachable and practical, like an unhurried conversation around the fire.

Lessons to be learned, caution to be taken, optimism to be had.

Reflecting on 2025, LVZ breaks down the year’s defining market themes, from valuations and tariff shocks to inflation, Fed policy, and AI investment, while reinforcing a disciplined, plan-first approach over prediction. Looking ahead to 2026, we share what we’re watching and why the “intangibles” still matter most in financial planning.

EP 10 | Cool, calm, and cautious Halloween.

October brought cooler weather along with a cooling but stubborn inflation rate that has investors wondering what’s next. As the Federal Open Market Comm…

EP 07 | July’s big + beautiful moments.

July brought another all-time high for the S&P 500, continuing the summer’s steady market momentum. While headlines have been dominated by politics, the …

we collect cookies