Most Popular Podcast of 2018 - Avoiding Estate Planning Pitfalls (EP 40)

We searched the archives and found the most popular Bite Sized Finance episode of 2018. In this episode, Will Gunlicks, CFP® interviews our guest, Micheal Rhoades, an estate planning attorney, about common estate planning pitfalls and ways to avoid them.

Year-End Tax Tips 2018 (EP39)

With the end of 2018 quickly approaching, you might be thinking about what, if anything, can be done to manage your tax situation. In this episode, Ed Cruickshank, CFP® and Pete Doyle, CPA/PFS, CFP® discuss year-end tax strategies that could help ease your tax bill.

30th Anniversary Edition: From Present Day and Beyond (EP38)

In the third installment of our 30th Anniversary podcast series, Rob Morrison, CFP® interviews Dave Huber, CFP® about what the next 30 years might look like for Huber Financial and the planning profession. 

A Tale of Two Investors (EP37)

In this episode of Bite Sized Finance, Rob Morrison, CFP® and Phil Huber, CFA, CFP® have a conversation about the differences between a Traditional Investor and an Evidence Based Investor. Which one would you rather talk to at a cocktail party?

Huber Financial's Women's Initiative - Cents of Self (EP36)

This Bite Sized Finance podcast episode provides a sneak peek at Huber Financial's women's initiative - Cents of Self. Rob Morrison, CFP® interviews Kim Drake, CFA and Janet Petran, CPA, CFP® about this new initiative.

Five Crucial Issues for Small Business Owners to Consider (EP35)

Listen to Ed Cruickshank, CFP®, a wealth manager for Huber Financial interview William Levy, an attorney at Rhoades Levy Law Group who specializes in the legal issues facing small to medium-sized businesses. An informative discussion about the top legal issues facing closely-held business owners.

30th Anniversary Edition - The Financial Crisis of 2008 Through Today (EP34)

In the third installment of our 30th Anniversary podcast series, Rob Morrison, CFP® interviews Dave Huber, CFP® about what life was like at Huber Financial from the financial crisis of 2008 through today.

Market Commentary - Second Quarter 2018 (EP33)

Huber Financial's Chief Investment Officer, Phil Huber, CFP® recaps market performance in the second quarter and first half of 2018.

Behind the Scenes - Post Tax-Season Accounting Practice (EP32)

Welcome to episode 32 of the Bite Sized Finance Podcast featuring Robert Mercola, CPA, JD, a partner at The Abrix group, a local public accounting firm. In this episode, Robert Morrison, CFP® has a conversation with Bob Mercola that provides a behind the scenes look at what happens at an accounting firm post-tax season.