All Episodes

2026 State of the Markets: What’s Really Driving Stocks?

The AI Boom, Hidden Debt, and What Markets May Be Missing with Keith Lockwood (Part 2)

Market Performance Review: S&P, Tech Stocks, and Preparing for 2026 with Keith Lockwood (Part 1)

Inside Ashland Basketball with Head Coach John Ellenwood & Forward Maceo Williams (Part 2)

Inside Ashland Basketball with Head Coach John Ellenwood & Forward Maceo Williams (Part 1)

Sky’s the Limit: How Aviation & Balloons Are Elevating Wadsworth

The One Big Beautiful Bill: What Retirees Need to Know (Part 2)

The One Big Beautiful Bill: What Retirees Need to Know (Part 1)

What Really Leads to a Successful and Fulfilling Retirement?

Kickstarting Your Savings the Smart Way

Retire Without Regrets: Spending Smarter

13-Year Reflection: Building a Financial Group from the Ground Up

We Made the List: What It Means to Be on AdvisorHub’s Top 250

The Real Costs of Running a Restaurant: Chef Anthony Scolaro’s Journey (Part 2)

From Family Meals to Fine Dining: Chef Anthony Scolaro’s Journey (Part 1)

Our New App: Tech Updates For 2025

The Social Security Fairness Act: What It Means For You

The New Age of Cyber Threats: Staying A Step Ahead with Ben Zelei from SBT

Year-End Planning Part 2: 2025 Tax Planning Strategies

Year-End Planning Part 1: 2025 Social Security Updates

What Does it Mean to Be CFP® Accredited with Dan Oaklief

What’s Driving Market Volatility This Summer? With CIO Keith Lockwood

Updates From The Annual Social Security Trustees Report (Part 2)

Updates From The Annual Social Security Trustees Report (Part 1)

Behind Baskets Galore with Deborah and Hannah Wasylko (Part 2)

Behind Baskets Galore with Deborah and Hannah Wasylko (Part 1)

The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 2)

The Kitchen 212 Journey with Mike and Mandy Hamlin (Part 1)

2023 Wrap Up: Market Predictions for 2024 (Part 2)

2023 Wrap Up: End of Year Market Update (Part 1)

Financial Planning for 2024: Retiring in the New Year (Part 2)

End of Year Financial Planning Strategies For 2023 (Part 1)

Roth IRAs and Conversions Explained (Part 2)

Roth IRAs and Conversions Explained (Part 1)

Celebrating a Decade of Marriage and 11 Years In Business

Your TD Ameritrade – Charles Schwab Transition Questions Answered

Chatting with Realtor Amanda Ondrey: The State Of The Real Estate Market (Part 2)

Chatting with Realtor Amanda Ondrey: Building An All-Female Team (Part 1)

Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)

Ep 109: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 1)

Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2)

Ep 107: Financial Planning During Market Loss with Dan Oaklief (Part 1)

Ep 106: How Retirement Changes Impact Finances (Part 2)

Ep 105: How Life Changes Impact Finances (Part 1)

Ep 104: What is the Certified Financial Planner Designation?

Ep 103: SECURE Act 2.0 – Retirement Changes You Need to Know About

Ep 102: Market Risk with Colleen LeMasters, CFP®, ChFC®, BFA™

Ep 101: End of the Year Planning Pt. 2

Ep 100: End of the Year Planning Pt. 1

Ep 99: Market Updates – Where Are We Headed?

Ep 98: Navigating Market Volatility (Part 2)

Ep 97: Navigating Market Volatility (Part 1)

Ep 96: Mortgage Lending Options for Investors (Part 2)

Ep 95: The Benefits of Lending Through a Local Bank (Part 1)

Ep 94: Health & Wealth with Anthony Schrock from Pack Performance Center (Part 2)

Ep 93: Health & Wealth with Anthony Schrock from Pack Performance Center - Part 1

Ep 92: Cyber Security and Protecting Yourself Against Cyber Criminals – Part 2

Ep 91: Cyber Security and Protecting Yourself Against Cyber Criminals – Part 1

Ep 90: How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 2

Ep 89: How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 1

Ep 88: 2022 Market Outlooks with Keith Lockwood – Part 2

Ep 87: Withstanding Market Volatility with Keith Lockwood - Part 1

Ep 86: Running an Insurance Business with Erin Carbone – Part 2

Ep 85: How Medicare Works with Erin Carbone – Part 1

Ep 84: Preparing Financially for the Future with Offensive Guard Brian Winters – Part 2

Ep 83: Saving Habits with Offensive Guard, Brian Winters – Part 1

Ep 82: Protecting Yourself Against Fraud

Ep 81: Managing Required Minimum Distributions

Ep 80: Financial Resolutions for 2022 – Part 2

Ep 79: Financial Resolutions for 2022 - Part 1

Ep 78: Tax Potential Tax Reforms - Part 2

Ep 77: Potential Tax Reforms - Part 1

Ep 76: Life Insurance As A Financial Tool - Part 4

Ep 75: Life Insurance As A Financial Tool - Part 3

Ep 74: Life Insurance As A Financial Tool - Part 2

Ep 73: Life Insurance As A Financial Tool - Part 1

Ep 72: Life Changes Part 3 - Stepping into Retirement

Ep 71: Life Changes Part 2 - What you should be thinking about when changing jobs

Ep 70: Life Changes Part 1 - How to set yourself up for financial success when you’re starting out your career

Ep 69: How you can incorporate 403(b)s into your retirement plan. [Teacher Edition]

Ep 68: How Teachers Can Optimize Their 403(b)s

Ep 67: Breaking Down The State Pension Planning Process [Teacher Edition]

Ep 66: Are you aware of the newly proposed changes to Social Security

Ep 65: Biden’s Proposed Changes to 401(k)s and How They Might Affect You

Ep 64: Do You Know What These Financial Buzzwords Mean?

Ep 63: Are You Prepared for Retirement? Take This Quiz

Ep 62: In the Financial World, the Customer Isn’t Always Right

Ep 61: Election Update - What Does it Mean for Financial Planning?

Ep 60: Mailbag - Answering Your Questions About Inheritance, Investing and Income

Ep 59: Frequently Asked Questions About 401Ks

Ep 58: Baby Boomer Common Retirement Mistakes and Concerns

Ep 57: Five Financial Commandments to Follow

Ep 56: Is $8 Million the New Target for Retirement?

Ep 55: Hindsight 20/20 - Five Common Financial Mistakes

Ep 54: Five Outdated Financial Strategies

Ep 53: Common Housing and Retirement Questions

Ep 52: Mailbag: Second Marriages, Life Insurance and the Rule of 100

Ep 51: Why Living Long Can Be Risky Financially

Ep 50: 5 Ways to Ruin Retirement

Ep 49: Ben & Kaitlin Schrock on Marriage, Business and Family Traditions

Ep 48: How Complex Should Your Financial Plan Be?

Ep 47: Market Crash Survival Guide

Ep 46: Handling Finances After the Death of a Spouse

Ep 45: Meet Our New Advisor, Dan Oaklief

Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions

Ep 43: Financial Bots are Here

Ep 42: 4 Milestones for Retirement

Ep 41: Do You Lack Confidence to Retire?

Ep 40: Retirement Projections, Diversification & Other Mailbag Questions

Ep 39: Potential Hidden Gems in Your Financial Portfolio

Ep 38: Should You Be Wary of Dave Ramsey’s Advice?

Ep 37: An Update on Our Clients & Our Office

Ep 36: Protecting Your Nest Egg + Mailbag Questions

Ep 35: Life Events That Can Change Your Financial Plans

Ep 34: Good Intentions Don’t Always Lead to Good Advice

Ep 33: Coronavirus Market Update - CARES Act, RMDs, & Volatility

Ep 32: Mailbag Edition - Student Loans, Gold, Investing & More

Ep 31: 5 Financial Truths to Rely On

Ep 30: Mailbag Time - Contribution Limits, Social Security, & Marijuana Stocks

Ep 29: Is it Possible to Build a Perfect Retirement Plan?

Ep 28: Coronavirus Fallout: What Financial Steps Should You Take Next?

Ep 27: Coronavirus Impact on Financial Markets

Ep 26: Should You Do a Roth Conversion?

Ep 25: Understanding the Basics of Roth Conversions

Ep 24: Lies You Might Hear from a Financial Professional

Ep 23: Mailbag Time! Life Insurance, Company Stock, & Retiring Early

Ep 22: Is Retiring at 65 Still a Realistic Goal?

Ep 21: SECURE Act Brings Changes to Retirement Accounts

Ep 20: The Pros and Cons of Investing in Mutual Funds

Ep 19: Understanding the Basics of Mutual Funds

Ep 18: Retirement Checklist, Pensions, & More Mailbag Questions

Ep 17: Do You Have to Pay Taxes on Social Security Benefits?

Ep 16: Choosing the Best Social Security Claiming Strategy

Ep 15: What Age Should You Claim Social Security?

Ep 14: Is Social Security Going Broke?

Ep 13: 401k Investing and IRA Volatility + Other Listener Questions

Ep 12: How Will the 2020 Election Impact Investing?

Ep 11: Awkward Conversations With Your Financial Advisor – Part 2

Ep 10: Awkward Conversations With Your Financial Advisor – Part 1

Ep 9: The Risks Savers Face: Not Spending Enough - Part 4

Ep 8: The Risks Savers Face: The Tax Time Bomb - Part 3

Ep 7: The Risks Savers Face: Being Too Aggressive - Part 2

Ep 6: The Risks That Savers Face: Too Much Cash - Part 1

Ep 5: Shifting from Stocks to Bonds Removes the Volatility – Busting Financial Myths, Part 5

Ep 4: Financial Planning Can Be Done by Anyone with Technology – Busting Financial Myths, Part 4

Ep 3: You’ll Be in a Lower Tax Bracket When You Retire – Busting Financial Myths, Part 3

Ep 2: Will You Need Less Income When You Retire – Busting Financial Myths, Part 2

Ep 1: Do You Need Life Insurance After Retiring – Busting Financial Myths, Part 1

Ep #0: Getting to Know Ben Schrock & the New Podcast