Money Meets Machine: The Impact of AI in Financial Services (Ep. 16)

Money Meets Machine: The Impact of AI in Financial Services (Ep. 16)

In a world where AI is slowly taking over our everyday lives, it is important to understand what exactly this technology is and how it may be beneficial to a number of different aspects of your life.  In this episode, Josh discusses new AI ventures such as Chat GPT and how some of our everyday …

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Protecting Yourself from a Bank Collapse: Silicon Valley Case (Ep. 15)

Protecting Yourself from a Bank Collapse: Silicon Valley Case (Ep. 15)

After the Silicon Valley Bank’s collapse, a lot of people panicked and started doubting the stability of their own banks where they hold accounts. What is the difference between investing in a bank and depositing in it? Are my deposits insured? What can I do if I fear that my bank will collapse? In this …

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Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)

Spring Cleaning! 10 Tips to Clean up your Finances (Ep. 14)

As the flowers bloom, the grass gets greener and our worries feel lighter, we know that spring is around the corner. You’re probably cleaning out your closets this spring or your garden beds but we’re going to talk about financial spring cleaning as this is a great time to get organized. It is a process …

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Goal Setting for the New Year (And How to Stay Accountable) (Ep. 9)

Goal Setting for the New Year (And How to Stay Accountable) (Ep. 9)

New year, new you… At least until around March. Isn’t that always how it goes? Most of us set some goals but fall off the wagon not too long after. We get it. In this episode, Josh Leonard talks about the challenges of staying accountable and on track with your New Year’s resolutions. He shares …

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Gifts of Financial Wisdom for Your Grandkids (Ep. 8)

Gifts of Financial Wisdom for Your Grandkids (Ep. 8)

Looking for last-minute gift ideas for your Grandkids? Look no further! Although they might be looking for fun toys, it might be time to offer them the gift that keeps on giving; a solid financial foundation.  In this episode, Josh Leonard is joined by Bill Leonard, father and founder of the Leonard Advisory Group. As …

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