News and Commentary

Options for 401(k) Plans When You Change Jobs By By Olga Ismail

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Posted on June 20, 2023 by Olga Ismail

According to the U.S. Bureau of Labor Statistics, the median number of years that wage and salary workers aged 25 and older had been with their current employer in January 2022 was 4.9 years, the same as in 2021 and just 0.01 percent less than in 2018. That translates to approximately nine jobs over 45 […]

Relatable Finance Podcast Episode 125: What Exactly is “the market”?

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Posted on June 13, 2023 by

In this episode, the relatable finance guys discuss the S&P 500 index, which is commonly referred to as the market. This is the most common index in the US and they go into the specifics of what you are investing in if you own it and some potential gaps in your investments if this is […]

Saving for Children’s College and Private School Education with 529 Plans By Brendan T. Hayes

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Posted on June 07, 2023 by Brendan Hayes

College tuition costs continue to rise, forcing families to plan far in advance for how they will afford the future costs of their children’s higher education. Taking advantage of a 529 saving plan helps families reach these goals while providing significant tax benefits. Contributions you make today to a 529 college-saving plan grow tax-deferred until […]

Relatable Finance Podcast Episode 124: Exploring the Start-Up World with Jared Husch

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Posted on May 23, 2023 by

In this episode, Relatable Finance host Shane Phillips talks to Jared Husch, Director of Growth at Nearpod. They cover many areas of the start-up world including working in a small company environment, acquisitions and growth potential. They also discuss the old and new Miami start-up scene as well as new innovations such as ChatGPT and […]

Planning for Spending During Retirement By Todd A. Moll, CFP®, CFA

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Posted on March 29, 2023 by Todd Moll

One of the primary objectives of financial planning is to ensure that individuals have more than ample spendable cash flow during their retirement years. Navigating the careful balance between spending too much and possibly running out of funds or spending too little and missing out on all the potential joys of retirement is no simple […]

Relatable Finance Podcast Episode 121: All Things Real Estate with Realtor Jeremy Hanson

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Posted on March 20, 2023 by

In this episode, Shane Phillips talks with Jeremy Hanson of Coldwell Banker Realty to get an update on the South Florida residential real estate market. Topics include the market for buying versus renting, the differences between different South Florida cities and neighborhoods and how the increase in interest rates have affected the market.

Does the Recent Turmoil in the Banking Sector Impact My Deposits with Provenance Wealth Advisors? By Todd A. Moll CFA, CFP®, IAF

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Posted on March 16, 2023 by Todd Moll

The recent collapse of regional banks Silvergate Bank (SIVB), Signature Bank (SBNY) and Silicon Valley Bank (SVB) has sent ripples through the banking sector and fanned talk of a U.S. banking crisis. While the talk of widespread contagion may be understandable due to the memories of the 2008 financial crisis, it is important to put […]

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