
Finance In A Flash
The purpose of this podcast is to help you, our listener, feel financially empowered. Empowered that you are making the right financial planning decisions, taking advantage of opportunities that exist and avoiding common pitfalls or distractions that may arise along the way. Finance in a Flash is a personal financial planning podcast that is organized and produced by a team of financial and tax professionals from Beacon Financial Strategies in Raleigh, NC. We will spend most of our time discussing the point where financial planning, taxes and investing converge.
Podcasting since 2020 • 60 episodes
Finance In A Flash
Latest Episodes
Finance in a Flash: Inflation
Inflation has been a hot topic in financial news over the past few years, but what does it really mean for consumers and investors? In this episode of Finance in a Flash, John and Dave take a step back to break down inflation—wha...
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10:13

Finance in a Flash: Get To Know Beacon: Dave Trettel
On this episode of Finance in a Flash, John sits down with Beacon’s newest team member, Dave Trettel. Tune in to learn more about Dave as he shares insights into his personal life, his professional journey in financial planning, and his experie...
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Season 1
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Episode 54
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10:01

Finance in a Flash: Portfolio Rebalancing
Portfolio rebalancing is an integral part of the investment management process. On this episode of Finance In A Flash, Chip and John sit down to talk about the concept of rebalancing and discuss the benefits of implementing a portfolio rebalanc...
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Season 1
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Episode 53
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25:36

Finance in a Flash: 2024 Tax Preparation
On this episode of Finance in a Flash we welcome a special guest to the podcast. Stephanie Murray, Stephanie is Beacon’s Planning and Operations Manager. Stephanie is an Enrolled Agent—a federally licensed tax practitioner as well as a Ce...
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Season 1
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Episode 52
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17:07
