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Our Podcast
Check out our podcast
The Plan,where we discuss how planning can help the journey through life’s rites of financial passage. Hosted by Mark Richard Smith.
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![Advisors’ Roundtable](https://charlesstephen.com/wp-content/uploads/Charles-Stephen-Podcast.8.8.22-400x284.jpg)
Advisors’ Roundtable
How labor, Ukraine, Covid and the elections may figure into our future.![Government Policy and Your Wallet](https://charlesstephen.com/wp-content/uploads/Charles-Stephen-Podcast.5.30.22-400x284.jpg)
Government Policy and Your Wallet
What can government actually do to the economy?![Losing a Spouse](https://charlesstephen.com/wp-content/uploads/Charles-Stephen-Podcast.7.25.22-400x284.jpg)
Losing a Spouse
The dual path of mourning and maintenance that awaits a survivor.![Women and Investing](https://charlesstephen.com/wp-content/uploads/Charles-Stephen-Podcast.7.18.22-400x284.jpg)
Women and Investing
Yes, women and men are different, especially when it comes to money.![Rolling Over](https://charlesstephen.com/wp-content/uploads/Charles-Stephen-Podcast.7.4.22-400x284.jpg)
Rolling Over
Our retirement accounts don’t stop working just because we retire.![Navigating Social Security](https://charlesstephen.com/wp-content/uploads/Charles-Stephen-Podcast.6.20.22-400x284.jpg)
Navigating Social Security
We all expect it, but few of us know what we’re getting into.![Equities 101: Stocks](https://charlesstephen.com/wp-content/uploads/ThePlan-Bonds-Equities-400x284.png)
Equities 101: Stocks
Steve talks about what it actually means to own stocks.![Equities 101: Bonds](https://charlesstephen.com/wp-content/uploads/ThePlan-Bonds-1-400x284.png)
Equities 101: Bonds
Adam discusses what makes investors, not banks, the biggest lenders.![The Nest Egg](https://charlesstephen.com/wp-content/uploads/ThePlan-Nest-Egg-400x284.png)
The Nest Egg
We want it to be sustaining and protective. It’s also precious and fragile.![News Context & Reality](https://charlesstephen.com/wp-content/uploads/ThePlan-News-Context-Reality-5-31-22-400x284.jpg)
News Context & Reality
It takes time and patience to get beyond what’s compelling to what’s real.![Partners’ Roundtable](https://charlesstephen.com/wp-content/uploads/Charles-Stephen-Podcast.5.23.22-400x284.jpg)
Partners’ Roundtable
Adam, Kelly and Steve talk about the volatile stock market and recession.![Advisors’ Roundtable](https://charlesstephen.com/wp-content/uploads/Charles-Stephen-Podcast.5.16.22-400x284.jpg)
Advisors’ Roundtable
How inflation is affecting our clients and our community.![Marriage and Finances](https://charlesstephen.com/wp-content/uploads/ThePlan-Podcast-Logo-400x284.jpg)