Welcome to the Investment Answers Podcast
We know that navigating the world of investing and finances can get tricky. The uncertainty is intimidating, and with your career, family and a laundry list of other responsibilities to take care of, it’s tough to find the time—and the motivation—to go from uncertainty to understanding. It’s why we stand guard for our clients as trusted advisors, giving them the level of service we would want for our families. And we want to take that service a step further.
We recommend sitting down with us to help you develop your financial plans and steer you in the right direction. But what if you just want to brush up on your financial knowledge while you’re on the go?
Welcome to the Investment Answers Podcast.
Hosted by founder and CEO of Investment Answers, Travis Terlau, Certified Financial Planner™ and COO of Investment Answers Kelly Terlau, our podcast is designed to bring quality financial guidance to you, wherever you are and whenever you have the time.
Whether you’re just getting started on building the foundation of your financial wellness or are looking for more ways to continue on the path to your ideal future, our episodes cover a wide range of topics that are sure to strengthen your financial education and help you make informed decisions regarding your wealth.
In our first episode, Dirty Little Secret, we dive deep into the importance of developing your children’s financial education early on and the ways to help them be proactive about their own wealth and future.