Financial Planning

A series of podcasts with J. Daniel Pluff addressing specific issues in investing and financial planning. Listeners can expect tips for planning for your future and investment advice, along with market analysis. Special guests will be featured periodically to share their insight and expertise.

Building Good Credit

Jan 2, 2015

Tom and Jackie share some tips on how to build good credit, including how traditional advice on 'ditching your credit card' may not be the best idea.

Gift Card Fraud

Jan 2, 2015

Gift cards are a staple gift for many occasions, but many consumers can easily become a victim of gift card fraud. In this episode, Jackie and Tom share some tips and guidelines for ensuring that your gift card purchase won't be at risk.

Financial Literacy

Jan 2, 2015

Tom and Jackie discuss the importance of gaining a sense of financial literacy at a young age, and some ways Compass Credit Union has developed tools that people of all ages can benefit from.

Daniel and guest Chris Fossum describe the process of index investing and exchange traded funds, discussing their recent popularity with investors.

Daniel discusses some better options when withdrawing income for and during your retirement, cautioning against any 'one size fits all' plan.

In a new era of saving for your future, J. Daniel Pluff outlines some things to consider when planning for retirement.

J. Daniel Pluff talks about the municipal bond investment market with guest Carey Fortnam of Alliance Bernstein based in New York City.

Outlook: 2014

Feb 6, 2014

In this episode, Daniel provides an outlook on the year ahead in the markets, and some things to watch out for.

Against the backdrop of Wall Streets' storied history, Daniel talks about the volatility and potential in today's marketplace.

Now What?

Dec 2, 2013

In this episode, Daniel discusses potential investment plans for the future and offers analysis on the lessons learned from the financial crisis of 2008.

Buy and Hold?

Sep 9, 2013

In this episode, Daniel examines the often forgotten strategy of "buy and hold" with your personal portfolio. 

Stocks For Income

Sep 9, 2013

In this episode, Daniel has a conversation with Richard Spence, CFP. They talk about the notion of investors looking to the equity markets as a source for potential income. 

This report, one in a series on Retirement Planning, focuses on Social Security. Grace Ghezzi, CFP, joins Dan to discuss the role of Social Security for income planning along with when and how individuals should begin taking payments.

For the past several years, bond investors have done very well, but concerns are on the rise regarding the outlook for bonds. In this report, Daniel discusses the often overlooked risks of the bond market and the impact of rising interest rates. Is it possible investors will experience losses in their bond portfolios in the future?

Asset Allocation

May 13, 2013