Past episodes
EP 10 | Cool, calm, and cautious Halloween.
EP 07 | July’s big + beautiful moments.
EP 06 | All-time highs & artificial smarts…June hit different.
EP 05 | May’s market got Moody.
EP 04 | April built a bigger coaster.
EP 03 | March market roller coaster.
EP 02 | February’s sitting duck.
EP 01 | January was anything but dry.

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.

Episode Description

In this trailer episode, the hosts of Fireside Finance pull up a chair and explain why the podcast exists in the first place. Nate Baumann, a Certified Financial Planner™, and Josh Franken, a Certified Public Accountant, share a familiar truth from years of client conversations: the same money questions come up again and again. If one person is asking them, chances are plenty of others are wondering the same thing.

Fireside Finance was created to answer those questions…one big idea at a time. Each short episode walks through the story behind a financial topic, why it matters today, and how it actually shows up in real life, whether that’s in a financial plan or a conversation with family or friends. The episodes are designed to be easy to fit into everyday life, about the length of a quick trip to the grocery store or the office.

The hosts also tease occasional bonus episodes that go a little deeper for listeners who want to explore the nuances. At its core, Fireside Finance is about making smart financial thinking feel approachable, practical, and even enjoyable…like a good conversation around the fire, where no one’s rushing, and the answers finally make sense.

Disclosures

Past performance does not determine future results. Securities offered through Harbour Investments, Inc. Member FINRA/SIPC. Investment advisory services offered through LVZ, Inc. LVZ, Inc. is a federally registered investment adviser. Learn more at .

Nate Baumann is a CERTIFIED FINANCIAL PLANNER® professional. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

This was recorded on December 1, 2025.

This is provided for informational purposes only and should not be construed as investment advice. References to specific portfolios should not be considered a recommendation. This content is for informational purposes only and is not intended as financial planning or tax advice. Please consult a qualified professional regarding your specific situation.

Data and analysis do not represent the expected future performance of any investment product or strategy.

Explore MoreFrom The BLog

we collect cookies