Father's Day and Finances | 6/14/25

• Tim pays a special tribute to his own father on this Father's Day weekend.• In the spirit of Father's Day and the importance of family, Tim shares how he and his wife have recently been touched by an incredible family who has become an integral part of their lives. He also offers some takeaways for all of us.• Cash drag: What is it? Tim discusses why understanding this concept is crucial and how it can impact your investment success over time. He'll continue this topic on next week's show.• William from York shares that their church needs to invest a significant amount and seeks Tim's thoughts and advice regarding the use of socially responsible investments.• Another caller, Stan from Dillsburg, seeks guidance on how long he should retain paper records of his investments.Have a question or comment for Tim? You can call the live show on Saturday mornings from 10:00-11:00 a.m. ET by dialing 717-540-0580. You can also email him anytime at [email protected] Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.See omnystudio.com/listener for privacy information.