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The Novice and The NerdAuthor: Derek Amey and Laura Bard
Most of us in Generation X/Y learned about money management and finances from our parents. Well, times have changed and so have our finances! No longer should we rely on our parents for financial literacyif you're looking to better navigate your financial life, this podcast is for you! Join Laura Bard and Derek Amey from StrategicPoint Investment Advisors (AKA, the "novice" and the "nerd"), where two 40-somethings in the financial services industry (but with very different roles) discuss every day financial topics. Our podcast helps you make sense of your finances and gives you actionable steps to keep your financial life on track. Find complete show notes and links on our website, StrategicPoint.com. Follow us on Twitter, like StrategicPoint on Facebook, and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! Language: en-us Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Spousal Social Security and Second Marriages
Episode 65
Monday, 10 March, 2025
In our most recent episode, the Novice and the Nerd discuss two different topics: extra Social Security benefits for state and municipal workers, and the financial issues that can arise with second marriages. Find complete show notes and links on our website, StrategicPoint.com. Follow us on X, like StrategicPoint on Facebook, and feel free to contact us any time via email thenoviceandthenerd@strategicpoint.com with feedback, questions or comments, including ideas for future podcast topics! The information contained in this podcast is not intended as investment, tax or legal advice. StrategicPoint Investment Advisors (SPIA) assumes no responsibility for any action or inaction resulting from the contents herein. Derek and Laura's opinions and comments expressed on this site are their own and may not accurately reflect those of the firm. Third party content does not reflect the view of the firm and is not reviewed for completeness or accuracy. It is provided for ease of reference. Certain statements contained herein may be statements of future expectations and other forward-looking statements that are based on SPIA's current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. In addition to statements which are forward-looking by reason of context, the words "may, will, should, expects, plans, intends, anticipates, believes, estimates, predicts, potential, or continue" and similar expressions identify forward-looking statements. Forward-looking statements necessarily involve risks and uncertainties, and undue reliance should not be placed on them. There can be no assurance that forward-looking statements will prove to be accurate, and actual results and future events could differ materially from those anticipated in such statements. SPIA assumes no obligation to update any forward-looking information contained herein.
