Secure Money Mindset Podcast

Fall means year-end is right around the corner — and so are deadlines for important year-end financial activities.

In this episode of Secure Money Mindset, Financial Advisor Chris Schank is joined by Sean Wilson, who works closely with clients to service their accounts and coordinate day-to-day requests, to discuss the activity the team commonly sees as year-end approaches. Chris and Sean discuss what may deserve attention, why timing and coordination matter, and how starting the conversation early can give you and your financial team more time to make informed decisions and complete the necessary steps before year-end.

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As your children, grandchildren, and other kids in your life head back to school, some of their most important lessons won't necessarily come from the classroom.

In this episode of Secure Money Mindset, Martin Minder is joined by some very special guests: his children, Cole and Raelyn. He puts their financial knowledge to the test while highlighting practical lessons for children at every age. From understanding the difference between wants and needs to learning the value of saving, giving, and making thoughtful choices,

Tune in for simple ways to help the children in your life develop healthy financial habits and a better understanding of money.

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Back-to-school season is a natural time for families to reset routines, revisit priorities, and make sure their financial plans are keeping up with what lies ahead.

In this episode of Secure Money Mindset, Financial Advisor Josh Rothbard shares practical ways parents can use the start of a new school year as a financial check-in. From managing back-to-school expenses and revisiting college savings goals to reviewing estate planning and other important considerations for your family's future, he covers the basics for keeping your finances on track this time of year.

Don't miss these tips for starting the school year off on the right financial footing.

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Financial freedom mIn this episode of Secure Money Mindset, Financial Advisor Nate Borrmann joins Isabelle David to discuss the key market and economic themes shaping the second half of 2026. They explore what investors should be watching—and why market resilience does not eliminate the potential for volatility. And, give guidance for practical midyear planning, including diversification, asset allocation, portfolio performance and rebalancing.

For investors who also own a business, Nate shares important considerations for reviewing first-half results, cash flow and second-half priorities while keeping business decisions connected to the broader financial plan.

Tune in for timely insights to help you approach the rest of the year with greater clarity and intention.eans something different to everyone, but it is rarely achieved through one decision or strategy. More often, it’s built by making intentional choices and consistently following sound financial principles over time.

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Financial freedom means something different to everyone, but it is rarely achieved through one decision or strategy. More often, it’s built by making intentional choices and consistently following sound financial principles over time.

In this episode of Secure Money Mindset, financial advisors Travis Boyer and Steven Bachmann explore four key principles for working toward lasting financial freedom. From spending with intention and building financial resilience to investing for the future and preparing for life’s major transitions, they discuss practical strategies that can help individuals and families build greater confidence, flexibility, and long-term financial well-being..

Tune in for practical insights to help you take greater control of your financial future and move one step closer to your vision of financial freedom.

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Everyone wants to hit a financial home run, but lasting financial success is rarely the result of one big swing. More often, it's built by consistently making smart decisions and rounding the bases over time.

In this episode of Secure Money Mindset, Josh Rothbard and Brett Feldman use a baseball-inspired framework to explore the key stages of building a successful financial plan. From establishing a strong financial foundation to creating momentum through disciplined saving and investing, they discuss the habits and planning strategies that can help individuals and families work toward long-term financial wellness.

Tune in for practical insights to help you stay focused on what matters most, and move one step closer to your financial goals.

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How to Save on College Costs by Thinking Like a Consumer

Many families focus on saving for college—but just as important is learning how to save on college.

In the second episode of a two-part series on saving for college, Nate Borrmann, Financial Planner at Secure Planning Group, sits down with Roger Lorelle of Collegiate Funding Solutions to discuss practical strategies that can help families potentially reduce the overall cost of higher education. Roger explains common misconceptions about tuition, financial aid opportunities, borrowing considerations, and how thoughtful planning can help families avoid unnecessary expenses while protecting their long-term financial goals.

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College Savings Talk with a Financial Advisor and Father

In the first episode of a two-part series on saving for college, John Simone of Secure Planning Group shares the realities of college planning from both a professional and personal perspective. As a father preparing to send his daughter to college this fall, John shares lessons learned from years of helping families navigate education planning, along with insights from his own family's journey.

Whether you're just beginning to think about college or already navigating the process, this episode offers practical guidance and thoughtful perspective to help you prepare for the road ahead.

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With changing rules and financial uncertainty affecting many taxpayers this year, there were plenty of new conversations and challenges this tax season.

In this episode of Secure Money Mindset, Financial Advisor Josh Rothbard is joined by Richard Feldman, CPA to discuss key takeaways from working with clients throughout this year’s tax season. From changing regulations and common filing mistakes to missed planning opportunities and proactive financial strategies, the conversation highlights what individuals and families can learn moving forward.

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With market headlines changing daily and economic uncertainty continuing to impact investors, understanding the basics of how the stock market works has never been more important.

In this episode of the Secure Money Mindset podcast, Secure Planning Group's Nate Borrmann and Isabelle David break down key investing fundamentals and discuss what today’s market environment means for individuals and families planning for the future. From how the stock market functions to the role emotions and long-term strategy play in investing, this conversation is designed to help listeners feel more informed and confident about their financial decisions.

Whether you’re new to investing or simply looking for perspective amid ongoing market changes, this episode offers practical insights to help simplify the conversation around investing and long-term financial planning.

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In this episode of Secure Money Mindset, Financial Advisor Nate Borrmann sits down with Medicare specialist Steven Perlman to explain how Medicare works and what retirees should know when evaluating their coverage options. He'll answer top-of-mind questions about key components of Medicare, common misconceptions, and how individuals approaching age 65 can better understand their choices. From Medicare Parts A and B to supplemental coverage and Medicare Advantage plans, this conversation breaks down the key decisions that can affect both healthcare and financial planning in retirement.

Before saying “I do,” make sure you know what you’re really committing to—financially and emotionally. Advisor Alison Pettine sits down with Greg Gilston, Estate Planning & Family Law attorney, to break down:

• What a prenup actually does
• Common misconceptions
• How to approach the conversation with your partner
• Why it’s not about mistrust—it’s about clarity
  
  

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Season 2 starts NOW! In our first episode, Isabelle David and Matthew Crescenzo unpack the 2026 Market Outlook from LPL Financial and the policy forces shaping the road ahead. If you’re planning your next financial move, this is the episode you need.

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