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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.

  • Podcast

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.
  • Blog

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.
  • Podcast

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…
  • Podcast

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 …
  • Podcast

EP 06 | All-time highs & artificial smarts…June hit different.

June was one for the history books, and not just because the S&P 500 hit an all-time high while this session was recorded. In this month’s episode, Darle…
  • Podcast

EP 05 | May’s market got Moody.

May moved to recalibrate after the rollercoaster of April, amid ongoing tariff uncertainty and mixed economic signals.  In EP 05, Joey Ott and Darlene Ku…

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