The UMAFS Podcast
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.

Buying a Home

Buying a Home

February 11, 2019

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. 

Emergency Savings

Emergency Savings

February 4, 2019

Chad and Patrick discuss how an emergency fund fits into building a strong financial plan. They discuss topics such as: How large should your emergency fund be? Should you invest those funds? How should you prioritize building up the emergency fund?

Intro Podcast

Intro Podcast

January 22, 2019