Household CFO

Tune in with Benji and Shaun as they highlight key career planning insights from previous episodes and answer questions from Household CFO listeners. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2026, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited.     

Tune in with Benji, Shaun, and special guest Suzanne Boatright of Targeted Career Solutions for a continued conversation about all things career planning! If you would like to learn more about Targeting Career Solutions, visit their website at www.targetedcareersolutions.com.  Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2026, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

Tune in with Benji, Shaun, and special guest Suzanne Boatright of Targeted Career Solutions to talk about all things career planning! If you would like to learn more about Targeting Career Solutions, visit their website at www.targetedcareersolutions.com.  Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2026, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

Tune in as Benji and special guest Apollo Lupescu, Vice President at Dimensional Fund Advisors, give a market review and outlook for 2026. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2025, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

Welcome to Season Two of Household CFO! Tune in as Benji and Shaun share a sneak peek of what's to come in 2026. Contact us at [email protected].  Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2025, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

In this episode Shaun and Benji talk with Clark Collier, CAP, Director of Giving Strategies at Central Indiana Community Foundation, about charitable giving and strategies to include it in your financial plan.    Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2025, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

In this episode, Shaun and Benji navigate listeners through all things college. From 529 plans to the financial surprises that come with attending college, there is a lot of great information that you won't want to miss!   Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2025, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

In this episode Shaun sits down with Cozy Wittman, who works with Education and Partnerships at College Inside Track, to educate us on all things college planning. To learn more, visit www.collegeinsidetrack.com.   Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2025, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

In this episode Shaun and Benji discuss the new tax bill, One Big Beautiful Bill Act, that was signed into law in July. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2025, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited.   

In this episode Shaun sits down with Mike Senn, VP of Mortgage Sales at FORUM, to discuss mortgage lending, the real estate market, and how those process work. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2024, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

In this episode Benji sits down with Bryson Murray, Indirect Sales Manager at FORUM Credit Union, to discuss the pros and cons of buying vs. leasing. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2024, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

In this episode, Shaun and Benji discuss good debt, bad debt, and how to use both sides of the balance sheet effectively for your own personal financial planning. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. FORUM Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a FORUM Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that FORUM Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2024, FORUM Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

In this episode Benji sits down with Jeff Hess, RIA Consultant for Palladium Group, to round out our last episode in our risk management focused series. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

In this episode, Shaun sits down with Andrew Flittner of Independent Senior Insurance to discuss health insurance options. If you would like a consultation with Andrew, please visit https://tinyurl.com/mtetkj2x. For more information, please visit www.forumcu.com/pcg.   Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

In this episode, Benji sits down with Kali DeWitt Rodgers of DeWitt Insurance Group to discuss risk management and various insurance options.  Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.   Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.    This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.   The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.       Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.   © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

In this episode, Shaun and Benji cover various areas of insurance and how they play a pivotal role in your overall financial plan. For more information, please visit www.forumcu.com/pcg  This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy. Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.   This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.  The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.      Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.  © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited.  

In this episode, Shaun sits down with economist Bryce Gill to discuss economic insights for 2025, including commentary on opportunity and risks that we are observing in the year to come. For more information, please visit www.forumcu.com/pcg.   This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy. Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.  This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.     Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited. 

Tune in for our 7th episode as Shaun and Benji provide end-of-the-year planning opportunities that all tax payers should/could take advantage of!  For more information, please visit www.forumcu.com/pcg  This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy. Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.   This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.  The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.      Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.  © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited.  

In this episode, Benji is joined by Susan Adinamis of Adinamis and Saunders, P.C. to discuss estate planning. First, they discuss the basics of estate planning and what the everyday consumer should have from an estate plan. Then, they dive deeper into advanced topics, such as the estate tax exclusion. For more information on FORUM Private Client Group, please visit www.forumcu.com/pcg. To learn more about Susan and Adimanis & Saunder, you can visit www.adinamis.com.  This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy. Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.   This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.  The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.      Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.  © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited.  

In this episode, Benji and Shaun continue their discussion on tax planning with a focus on charitable giving. They cover three key areas; giving from tax accounts, giving from tax-advantaged accounts, and when you need to consider different giving strategies. For more information, please visit www.forumcu.com/pcg  This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy. Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.   This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.  The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.      Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.  © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited.  

In this episode, Benji and Shaun dig deeper into tax planning with a focus on tax deferral and how tax-advantaged accounts can help you with your overall planning. For more information, please visit www.forumcu.com/pcg  This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy. Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.   This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.  The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.      Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.  © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited.  

In this episode, Benji and Shaun discuss how taxes interact with your investment portfolios. They discuss the two primary taxes that affect investment portfolios, aside from ordinary income, which are capital gains and dividends.  For more information, please visit www.forumcu.com/pcg  This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy. Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.   This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.  The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.      Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.  © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited.  

In this episode, Shaun and Benji continue the discussion around the basics of Financial Planning, providing examples of how having a Financial Plan can help with making personal financial decisions.  For more information, please visit www.forumcu.com/pcg  This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy. Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.   This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.  The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.      Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.  © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited.  

In this episode, Benji and Shaun introduce the basics of Financial Planning, focusing specifically on who may benefit from establishing a long-term financial plan and how to get started. For more information, please visit www.forumcu.com/pcg  This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy. Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.   This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.  The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.      Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.  © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited.  

Welcome to the Household CFO podcast hosted by Benji Banks and Shaun Irwin. Together, they lead the team at FORUM Private Client Group. Through these conversations, they hope that you will have some takeaways that can help you understand and consider your unique goals and different tradeoffs that are involved in the financial decision making process. Tune in for future episodes of Household CFO where they will; provide content that they believe is imperative to fulfilling your financial dreams. For more information, please visit us at www.forumcu.com/pcg.  This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy. Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.   This material may contain "forward-looking" information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.  The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.      Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.  © 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited.