• Secure Act 2.0 Changes
    May 24 2023

    Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner continues his series about the changes brought about by Secure Act 2.0.

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    7 mins
  • How are retirement plans left to my heirs?
    May 24 2023

    In this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner reviews retirement plans and how those plans are left to beneficiaries when the owner passes.

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    11 mins
  • What is a RMD and what are the changes happening with Secure Act 2.0
    May 24 2023

    Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner explains in detail what an RMD is and goes over changes age changes based on Secure Act 2.0.

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    9 mins
  • Procrastination: Don't do it!
    Dec 29 2022

    On this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner talks about why you should plan ahead and NOT procrastinate when it comes to making good financial decisions, especially when starting the new year. It's time to review your progress and set new goals. To view the year-end planning check-list that Luke talks about click this link: https://s3.amazonaws.com/static.contentres.com/media/documents/dd3516a8-bd53-47e3-83a1-cfd66faba999.pdf

    Approval # CRN202512-3500185

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    16 mins
  • Roth IRA Savings for Your Kids: Efficiently and Early
    Dec 28 2022

    Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner shares about why and how you can save for your kids through a Roth IRA.  Approval #CRN202512-3500371.

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    10 mins
  • The Threat of a Recession Part 2: The "R" Word
    Jul 18 2022

    Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner continues his series about the "R" Word and what you can do to be prepared for it.  Approval #CRN202506-2685209

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    7 mins
  • The Threat of a Recession Part 1: Interest Rates
    Jul 1 2022

    On this episode, Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner talks about what the threat of a recession means, particularly for interest rates. Approval # CRN202506-2685199

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    7 mins
  • Life After Graduation
    Jun 27 2022

    Luke Noble CFP®, ChFC®, CASL®, AEP®, a CERTIFIED FINANCIAL PLANNER™ practitioner explains the importance of starting to save as early as possible.  Approval #CRN202506-2685184

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    10 mins