8 Questions to Ask Your Financial Advisor

8 Questions to Ask Your Financial Advisor

Your relationship with a financial advisor should feel collaborative - not confusing. In this episode we share thoughtful questions that can help you evaluate an advisor, stay engaged in your financial plan, and prepare for retirement with greater confidence.

Raising Financially Responsible Kids Without Sacrificing Your Retirement

How do you raise financially capable kids without putting your own future at risk? In this episode, we walk through practical ways to teach money habits at every stage, from young kids to adult children, while keeping your retirement and financial goals on track.

Better Money Conversations with Special Guest Carl Richards

In this episode, the Conrad Siegel team sits down with bestselling author Carl Richards to explore why our biggest money challenges often have less to do with math and more to do with stories, feelings, and communication. They discuss how honest conversations (with a spouse, family member, advisor, or even yourself) can reduce anxiety, simplify decisions, and deepen your relationship with money... and others.

Saving for Retirement Later in Your Career

The second half of your career can be a powerful time for retirement savers. In this episode, our team shares how to maximize contributions, use time strategically, catch up, and balance growth with risk as retirement approaches. If you’re in the home stretch of your career, you’ll walk away with practical steps to help you focus on what matters most now and move confidently into your next chapter.

Starting the Year Strong: Financial Resolutions That May Actually Stick

January is full of good intentions. We often see new budgets, new goals, and packed gyms that won’t stay that way for long. We kick off the year by breaking down how to set financial resolutions you won’t abandon - focusing on simple habits, controlling what you can control, and progress (over perfection). Questions? podcast@conradsiegel.com "Am I on track?" Resource Download here [https://conradsiegel.com/am-i-on-track-resource/]