Be In The Know - Finance, Life and Reaching Your Goals
The BITK podcast is a service to clients, friends and family of Stiles Financial Services. Hosted by the team at SFSI who serve up relevant topics on finance, life and realizing your long-term goals. We take a conversational approach to important subject matter to provide clarity, context and perspective. Each episode is roughly 30min long. Check back monthly for new episodes, hosts and relevant topics.
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Episodes
17 episodes
Financial Flash Podcast - #288: When and How to talk about Wealth Transfer
The Great Wealth Transfer is already underway, with more than $100 trillion expected to move between generations over the next two decades.But while many families focus on the technical side of estate planning, far fewer are p...
AskSusan - July25_Explore Edition
AskSusan | Financial Advice Column — Episode July25Hosted by Susan Stiles, President & Founder of Stiles Financial ServicesAskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, de...
AskSusan - June25_Men's Edition
AskSusan | Financial Advice Column — Episode June25Hosted by Susan Stiles, President & Founder of Stiles Financial ServicesAskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, designed to cut th...
AskSusan - May25_Ladies Edition
AskSusan | Financial Advice Column — Episode May25Hosted by Susan Stiles, President & Founder of Stiles Financial ServicesAskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, des...
AskSusan - April25_Investment Edition
AskSusan | Financial Advice Column — Episode April25Hosted by Susan Stiles, President & Founder of Stiles Financial ServicesAskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, d...
AskSusan - Mar25_Home
AskSusan | Financial Advice Column — Episode March25Hosted by Susan Stiles, President & Founder of Stiles Financial ServicesAskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, d...
AskSusan - Feb25_Love Local
AskSusan | Financial Advice Column — Episode March25Hosted by Susan Stiles, President & Founder of Stiles Financial ServicesAskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, d...
AskSusan - Jan25_Health & Wellness
AskSusan | Financial Advice Column — Episode Jan25Hosted by Susan Stiles, President & Founder of Stiles Financial ServicesAskSusan is a quick-hit financial advice column featured in City Lifestyle Magazine, des...
BITK - Episode 09: Guest Lori Ryan
This episode #9 of the Be In The Know podcast features guest, Lori Ryan - ChatGPT/Custom GPT Expert and founder of LorIgnite.comTogether with your host, Glenn Gray, ( Digital Brand Connector and AI Enthusiast at Stiles Financial Services...
BITK - Episode 8 - Guest: Michele Hein, Fentanyl Free Communities Foundation
In this episode of Be In The Know, we sit down with one of the CoFounders of Fentanyl Free Communities Foundation, Michele Hein. Michele's organization was the recipient of The Stiles Financial Community Service donation for 2025. FFCF was foun...
BITK - Episode 7 - Pt 2: Guests: Brad & Brandon
Kristine Meyer hosts for part two of her series on Real Estate. This time she discusses real estate as an investment. What types and how to assemble the right team to help oversee the property. Brad Fox and Brandon Vitale are her guests. Check ...
BITK - Episode 6 - Guests: Brad & Brandon
In this 6th episode of Be In The Know, host Kristen Meyer talks with her guests: Contractor/Broker - Brad Fox and Broker - Brandon Vitale. Together they hit on various aspects of Real Estate and the Consumer Home Market. Topics covered in this ...
BITK - Episode 5 - Quarters & Sense Q2
In this episode of BITK, Paul and Mark highlight their review of the market performance for Q2. They call it Quarters & Sense. Tune in and learn how the second quarter performed and how that will guide them through the next quarter and thro...
BITK - Episode 4 - Quarters & Sense
Paul and Mark break down the last quarter and highlight the ups and downs and the trends that might be currently trending. Subscribe so you don't miss the next one.
BITK - Episode 3 - Guest: Theresa Bea / Family Law
Kristine hosts and her special guest, Theresa Bea talk family law and getting your "Family Financial House" in order. These two ladies are long-time friends, so this is more like listening in on a conversation at your favorite coffee house and ...
BITK - Episode 2 - Growing up in Liberia, Africa
Guest Cyrus Simmonds, Associate Financial Planner at Stiles Financial Services, sits down to discuss what it was like to grow up in Liberia, Africa. We talk about the banking systems, the government, civil unrest, retirement, beaches and invest...
BITK - Episode 1 - Guest: Susan Stiles
For our maiden voyage of the Be In The Know podcast, Kristine Iten interviews our founder and guiding light, Susan Stiles. She created Stiles Financial 23 years ago after a blossoming career in hospitality in Chicago and NYC. She shares her cha...