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We know dealing with your finances can be a challenging and emotional topic, which is why we thought it was time to bring some clarity to the subject.
With all of the confusion and conflicting information out there about money and financial planning, this financial podcast aims to cut through the clutter with real, honest, to-the-point financial conversations. You won't find any fluff here - just quick, bite-sized insights and real discussions about financial topics that may impact you. And of course, we'll throw in a bit of fun and some sports trivia!
Hosted by Certified Financial Fiduciaries and partners at Keystone Financial Group, Ed Beemiller, Ryan Fleming, and Brian Minier, The Financial Huddle aims to bring you clarity, confidence, and conversations around money and finance that you can relate to.
Tune in today and make sure to subscribe to be notified of future episodes!
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Disclosure:
Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.
| Episode | Date |
|---|---|
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Can Young Adults Afford The American Dream? (Ft. Jessica Craig)
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Sep 16, 2026 |
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Questions You Wished You Asked Your Aging Parents
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Sep 02, 2026 |
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College Planning Is A Retirement Issue
|
Aug 19, 2026 |
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Preparing for The Great Wealth Transfer
|
Aug 05, 2026 |
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A Practical Approach to AI Investing (Ft. Stoyan Petev)
|
Jul 22, 2026 |
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Should I Be Doing Roth Conversions?
|
Jul 08, 2026 |
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Estate Planning w/ Dirk Winkler
|
Jun 24, 2026 |
|
2026 Halftime Report: First Half of the Year Update
|
Jun 10, 2026 |
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Understanding Annuities - Part 2: How Annuities Actually Work
|
May 27, 2026 |
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Understanding Annuities - Part 1: Are Annuities Good or Bad?
|
May 13, 2026 |
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Old vs. New Long Term Care (ft. Alecia Barnette)
|
Apr 29, 2026 |
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5 Reasons To Consider a Roth 401k Over a Pre-Tax 401k
|
Apr 15, 2026 |
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What is Your Largest Expense in Retirement?
|
Apr 01, 2026 |
|
The Living Benefits of Life Insurance, A Now Asset
|
Mar 18, 2026 |
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Is Cash Value Life Insurance a Viable Asset?
|
Mar 04, 2026 |
|
3 Ways to Use Your Mortgage as an Asset ft. Matt Shanlian
|
Feb 18, 2026 |
|
Basic Investing For Dummies
|
Feb 04, 2026 |
|
Is 4% Still The Rule of Thumb?
|
Jan 21, 2026 |
|
I’m 24, Got My First Paycheck, When Can I Retire?
|
Jan 07, 2026 |
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New Year's Resolutions to Make You Healthier & Wealthier
|
Dec 26, 2025 |
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Episode 12: The 12 Days of Financial Planning
|
Dec 10, 2025 |
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Episode 11: Financial Planning's Black Friday: Are There Deals?
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Nov 26, 2025 |
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Episode 10: Taxes Just Became Permanent??
|
Nov 12, 2025 |
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Episode 9: Did The One Big Beautiful Bill ACTUALLY make Overtime, Tips, and Social Security TAX FREE?
|
Oct 29, 2025 |
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Episode 8: Government Shutdowns: What does that REALLY mean for YOU and ME?
|
Oct 14, 2025 |
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Episode 7: Avoiding Rookie Financial Mistakes: Budgeting, Saving Early, and Managing Debt
|
Oct 01, 2025 |
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Episode 6: Running on Empty? How to Avoid Outliving Your Money in Retirement
|
Sep 17, 2025 |
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Episode 5: Pickleball, Fiduciary Duty, & Why Trust Matters in Finance
|
Sep 03, 2025 |
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Episode 4: Can I Retire? Breaking Down the #1 Financial Question
|
Aug 20, 2025 |
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Episode 3: Planning Through Every Phase of Life
|
Aug 06, 2025 |
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Episode 2: Trust the Process
|
Jul 23, 2025 |
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Episode 1: Welcome to The Financial Huddle – What is our Why?
|
Jul 09, 2025 |