What Is Your Money Really For?
By Cody Braun
Our goal is to find out what your money is really for. We will be interviewing professionals from all stages of life to stimulate the mind and understand how your money is working for you. Start listening today!
Money Under the Mattress or Money in the Stock Market
Financial Advisor, Jeff Beck, and President, Cody Braun, talk through money under the mattress and money in the stock market. Learn about how people and some strategies to employ within the stock market.
July 21, 2021
Benefits of Working with a Certified Divorce Financial Planner
Jennifer Merida, CDFA®, talks through what to look for when working with a divorce financial planner and how they can help you come out ahead in divorce. Divorce impacts approximately 50% of Americans and we can help.
July 13, 2021
Restricted Stock Units & Deferred Compensation
Tyler Braun, Financial Advisor, and Cody Braun, President, go through restricted stock units and deferred compensation for high income earners. Tyler goes through the right and wrong thing to do with each strategy. Listen to learn more about how each strategy can impact your future and taxes.
July 07, 2021
What does it mean to diversify?
Jeff Beck, Financial Advisor, goes through diversification, and who knew there were so many ways to diversify! He gives some good insights on what to ask a potential financial advising firm that you would work with Very last, Jeff gives some good insight into Meme Stocks! An example of a Meme Stock is GameStop.
May 27, 2021
Divorce Financial Planning with a Certified Divorce Financial Analyst
Jennifer Merida, CDFA, with The Tranel Financial Group goes through why you would work with a CDFA and how they can help you. When going through a divorce, it's a very emotional time and decisions can be made with haste. Learn how working with a CDFA can help you come out ahead in a divorce.
May 25, 2021
Investment Planning Education
Learn about investment terminology, risk tolerance, ROTH vs Traditional IRAs.
May 11, 2021
Financial Planning Lessons
Cody Braun, President, and Tyler Braun, Financial Advisor, talk through the benefits of financial planning and what might be holding you back from doing working with a financial professional to help better your future.
May 04, 2021
Give, Save, Spend
Money is a topic that crosses our minds daily. So much in our lives, we think about our money for bills/necessities, therefore we think we think once we get a paycheck, we need to spend on the monthly payments. Have you ever thought about how you spend, then save, then give whatever is left over? Cody Braun, President, goes into details on another way to think about your money and what is this money really for?
May 29, 2019
Divorce is not Taboo
Divorce cannot be desrcibed without the word finace, which is why you need a Certified Divorce Financial Analyst to help you through a situation as complex as divorce. A CDFA is a calming presense and a strong resource to help you make the best decisions for your future.
May 23, 2019
Questions to Ask Your Financial Advisor
When seeking out a Financial Adivsor that is the best fit for you, a lot people don't know which questions are "right" or appropriate. A lot of the time, when working with a financial adivsor, the final decision is the relationship and trust. Tyler Braun, Financial Advisor, will go into some questions to make sure you ask your advisor to ensure you are on a successful path!
May 16, 2019
Saving Vs. Spending
To save or to spend your hard earned money? We go through case studies talking about different situations on when you should save or spend for the future. There is a balance to enjoying a wonderful life and still building for a successful future.
May 10, 2019
Taxes and Finance
Taxes, finance, investments, OH MY! Taxes are a complex subject and Tyler Braun, Financial Advisor (NOT A CPA), talks about taxes and what the ideal outcome you would want.
April 25, 2019
How Much Time Do You Have?
What is your time horizon? This is based on your goals, retirement, social security and income. Tyler can help you stager smaller time horizon goals to help you achieve you bigger and better. We can help you establish what is truly important to you, and then we can help determine a time horizon for this goal.
April 04, 2019
Purpose in Retirement
8 Things I Wish I Knew Before Retirement is a book on the journey of retirement. In retirement, everyday is a Saturday, and what are you going to do with that day? Many people associate money -- how much money do I need to retire? Everyone will focus on money, but you don't work for 40+ years to have money and then not know what the next step in? You are more than a number, you are finding happiness and purpose in retirement. As financial advisors, we are here to help you find what truly defines your happiness, especially in retirement. The Tranel Financial Group is here to help you find your purpose in retirement.
March 21, 2019
8 Things I Wish I Knew Before I Retired - Meet the Co-Author
Roch Tranel, CEO and Founder of The Tranel Financial Group, talks about his journey to developing 8 Things I wish I Knew Before I Retired. Roch has authored 3 books around Financial Advising, Retirement, and Investing. Roch's has a unique ability to help people retire.
March 14, 2019
How much money do you need to retire?
Do you know how much money you need to retire and stay comfortably retired?
March 07, 2019
Cash is King
We are talking about the importance of cash flow, liquid assets, and interest rates. Tyler Braun, financial advisor, talks about paychecks in retirement.
February 27, 2019
Qualified Plan Vs Non-Qualified Plan and how each plan plays into taxes. What is your money really for and how do (non)qualified plans relate to your retirement?
February 21, 2019
The very first episode of What Is Your Money Really For?! Tyler Braun, Financial Advisor, gives insight to some of the 567 ways there are to take Social Security.
February 13, 2019