Épisodes

  • Avoiding Regrets: Navigating Your Financial Future Correctly (Ep. 12)

    Avoiding Regrets: Navigating Your Financial Future Correctly (Ep. 12)
    Apr 12 2023
    Nothing is worse than feeling regret. And this is even more so when it comes to your investments or plans for your retirement. In this episode, Wes tackles the topic of regrets and how to avoid them in regard to your investments and retirement plans. He explores common past investment mistakes and the importance of … Continue reading Avoiding Regrets: Navigating Your Financial Future Correctly (Ep. 12) →
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    35 min
  • How Do Top Portfolio Managers Posture During Economic Turmoil with David Fingold (Ep. 11)

    How Do Top Portfolio Managers Posture During Economic Turmoil with David Fingold (Ep. 11)
    Jan 4 2023
    Have you ever wondered what a portfolio manager does and how they take advantage of a perceived negative event like a market correction?  In this episode, Wes speaks with David Fingold, Vice President and Senior Porfolio Manager with Dynamic Funds, about the asset managers’ role. David shares his dedication to the portfolios he manages, how … Continue reading How Do Top Portfolio Managers Posture During Economic Turmoil with David Fingold (Ep. 11) →
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    39 min
  • Your Secret Weapon to Planning Retirement (Ep. 10)

    Your Secret Weapon to Planning Retirement (Ep. 10)
    Oct 19 2022
    The financial consumer is experiencing high levels of uncertainty with inflation, stock market fluctuations and high interest rates.  Learn how to bulletproof your financial plan in times like these. In this episode, Wes dives into planning for retirement with his secret weapon, the Financial MRI, which works as a “catch-all” to determine what you might … Continue reading Your Secret Weapon to Planning Retirement (Ep. 10) →
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    27 min
  • From Hell to Heaven: How to Improve Your Retirement Picture (Ep. 9)

    From Hell to Heaven: How to Improve Your Retirement Picture (Ep. 9)
    Sep 1 2022
    Retirement can be heaven or it can be hell — and what YOU do to plan makes all the difference. Without the proper planning tools and guidelines, it is easy to feel stuck and uncertain about your future. In this episode, Senior Financial Strategist Wesley Forster details what you need to know when planning your … Continue reading From Hell to Heaven: How to Improve Your Retirement Picture (Ep. 9) →
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    39 min
  • Thinking Long Term with Jean-Pierre (JP) Chevalier, CFA (Ep. 8)

    Thinking Long Term with Jean-Pierre (JP) Chevalier, CFA (Ep. 8)
    Jun 20 2022
    A market correction is similar to weeding the garden, in order to get the desired results you are looking for, you must first get rid of the weeds or they will choke out the growth you really want.  In this episode of Your Finances — Know You Can, Wesley Forster, Senior Financial Strategist at HSI … Continue reading Thinking Long Term with Jean-Pierre (JP) Chevalier, CFA (Ep. 8) →
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    38 min
  • The Array of Benefits Financial Planners Have to Offer with Andrew Owsiak (Ep. 7)

    The Array of Benefits Financial Planners Have to Offer with Andrew Owsiak (Ep. 7)
    May 17 2022
    When looking to invest your money, oftentimes people will go to banks as a safe option. What they don’t realize is that they are short changing themselves when it comes to personalized planning if they don’t work with a financial planner.  In this episode of Your Finances — Know You Can, Wesley Forster, Sr. Financial … Continue reading The Array of Benefits Financial Planners Have to Offer with Andrew Owsiak (Ep. 7) →
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    30 min
  • The Best Insurance is The One That’s There When You Need It with Devon Cheema (Ep. 6)

    The Best Insurance is The One That’s There When You Need It with Devon Cheema (Ep. 6)
    Apr 25 2022
    When you were adding insurance to your financial plan, did you complete a detailed needs analysis to ensure that your family’s needs would be addressed? Many insurance companies follow a “one size fits all” framework, but no two people have exactly the same needs when it comes to insurance.  In this episode of Your Finances … Continue reading The Best Insurance is The One That’s There When You Need It with Devon Cheema (Ep. 6) →
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    36 min
  • Tax Planner vs Tax Preparer: What You Need To Know with Blake Carruthers, CFP (Ep. 5)

    Tax Planner vs Tax Preparer: What You Need To Know with Blake Carruthers, CFP (Ep. 5)
    Apr 6 2022
    Do you have someone just preparing your taxes, or do you have someone that helps you plan for your taxes? Most clients are unaware of the amount of money they could be saving and potentially getting back from the government through tax planning. In this episode of Your Finances — Know You Can, Wes Forster, … Continue reading Tax Planner vs Tax Preparer: What You Need To Know with Blake Carruthers, CFP (Ep. 5) →
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    27 min