The UMAFS Podcast
Building Credit

Building Credit

June 10, 2019

Chad and Jeff discuss the importance of managing and building good financial credit.

Managing Cash

Managing Cash

May 27, 2019

Chad and Trent discuss different options for managing cash within your investment portfolio.

Owning Stocks

Owning Stocks

May 13, 2019

Chad and Patrick discuss the important role equities play in an investor’s financial plan.

Life Insurance

Life Insurance

April 29, 2019

Mathew and Chad share thoughts and ideas about incorporating life insurance into your financial plan.

College Savings

College Savings

April 15, 2019

Eric and Chad discuss ways to save for kids college experience.

Paying Down Debt vs Saving

Paying Down Debt vs Saving

April 1, 2019

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.

Headline News

Headline News

March 18, 2019

Chad and Patrick discuss how to emotionally approach financial news and headlines as an investor.

Rebalancing

Rebalancing

March 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.

Disability Insurance

Disability Insurance

February 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.

Roth Accounts

Roth Accounts

February 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.