Finance In A Flash
Episodes
64 episodes
Finance in a Flash: Plain Talk: Unemployment - Understanding the Jobs Report
In this episode of Finance in a Flash: Plain Talk, we wrap up our three-part series on unemployment data by zooming out to the bigger picture—what the jobs report really tells us about the economy. Using the latest data from early 2026, w...
Finance in a Flash: Plain Talk: Unemployment - Bureau of Labor Statistics report
In this episode of Finance in a Flash: Plain Talk, we continue our mini-series on unemployment data by diving into the latest report from the Bureau of Labor Statistics. Using February 2026 data, we break down what the unemployment rate actuall...
Finance in a Flash: Plain Talk: Unemployment - ADP Employment Report
On this episode of Finance in a Flash – Plain Talk, John and Dave kick off a three-part series breaking down one of the most talked-about economic topics: Unemployment. They start the series off discussing ADP Employment Report, exp...
Finance in a Flash: Get To Know Beacon: Isaac Elsasser
On this episode of Finance In A Flash, John interviews Beacon's newest team member, Isaac Elsasser. We really hope you enjoy this episode and get to know more about Is...
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...
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...
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...
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...
Finance in a Flash: Why do you prefer mutual funds and ETFs versus individual stocks?
On this episode of Finance in a Flash, Chip and John explore why we prefer mutual funds and ETFs versus individual stocks!
Finance in a Flash: Get To Know Beacon: Patrick Lamprey
On this episode of Finance In A Flash, John interviews Beacon's Client Services Representative, Patrick Lamprey. We really hope you enjoy this episode and get to know...
Finance in a Flash: Advice to Newly Weds
Getting married is one of the biggest decisions of any persons life. On this episode of Finance in a Flash, Chip interviews John to discuss making financial decision as newly weds.
Finance in a Flash: Advice for Recent Graduates
For better or worse, the financial decisions that young adults make have an ongoing impact on their lives. On this episode of Finance in a Flash, Chip and John give some advice to recent graduates on how to build a solid financial foundat...
Finance in a Flash: Is now a good time to retire?
Making the decision to retire is a difficult one. On this episode of Finance in a Flash Chip and John discuss the moving parts, many unknowns and variables that are at play that can impact the outcome and ultimately the probability of a s...
Finance in a Flash: When to sell an investment
On this episode of Finance in a Flash, Chip and John discuss a few situations that might warrant selling an investment, and some rules of thumb to consider when deciding on whether to sell an investment!
Finance in a Flash: "Which Account?" Part 2: Considerations for Savers
Is it best to contribute to your company sponsored 401k plan, a Roth IRA, or a personal brokerage account? The answer depends on many factors. Chip and John hash out some of those factors on this episode of Finance in a Flash!
Finance in a Flash: "Which Account?" Part 1: Distributions
When it comes to taking account distributions, which account is best - IRAs, Roth IRAs, Brokerage accounts or 401k plans? Chip and John discuss tax strategies and other considerations to take into account when deciding which account to take a d...
Finance in a Flash: Tax-Efficient Investing and the Importance of “Asset Location”
On this episode of Finance in a Flash Chip and John sit down to discuss, tax-efficient investing and the importance of “Asset Location.” Chip and John talk about which types of investments should be held in which accounts and why that may...
Finance in a Flash: Market Update as of 03/01/2023
On this episode of Finance in a Flash, Chip and John give an update on the economy and financial markets. Chip and John talk about the Federal Reserve, inflation, the market, and much more!
Finance in a Flash: Money Market
On this episode of Finance In A Flash, Chip and John discus Money Markets! We dive into what a Money Market is, FDIC limits, what role Money Market accounts play, and so much more!
Finance in a Flash: Estate Planning Series: Common Types of Trusts
On this episode of Finance In A Flash, we wrap up our series on Estate Planning by discussing common types of trusts. Chip and John briefly discuss several common types of trusts, their objectives, pros and cons, and tax and estate implications...
Finance in a Flash: Estate Planning Series: Revocable Living Trusts
On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Revocable Living Trusts. Chip and John discuss key components of a Revocable Living Trust including: the primary purposes, how they are handled...
Finance in a Flash: Estate Planning Series: Wills
On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Wills. Chip and John discuss what the purpose of a will, how they are used and the important decisions that need to be made when determining th...
Finance in a Flash: Estate Planning Series: Probate
On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Probate. Chip and John discuss what probate actually means, the assets included in the probate process, what assets are NOT included in the probate p...