Episodes
149
Latest episode
May 2025
Language
EN-US
Taking Care of Business provides unique insights to the economy along with behind the scene access to the financial industry and is presented to you by The Journeys Group. The Journeys Group is an independent registered investment advisory firm and information presented is for educational purposes only. Join Tommy and his son, George for weekly episodes as they discuss their passion for educating and preparing people for their retirement and as they share their thoughts on the overall financial landscape including investment, retirement, the stock market, and current event politics that relates to the financial world.
Tommy is flying solo on today's episode, and this one will be different from our normal show. Today, we'll be reflecting on the loss of his mother, and the logistical process of settling an estate and all the work that goes into that process. It's important to have these conversations with your loved ones now to help make this process as smooth as possible. Tune in to hear more!
On today's episode, George is flying solo! It's back to school season for the kids, and we're going to look at your finances in the same way. Just like your kids have a school supply list to set them up for success, your finances should look the same. Without knowing what you need or a way to organize it, you're making it much more difficult to succeed in those areas. Tune in to hear more!
Join George as he flies solo again! We've had several clients asking about debt repayment recently, so that's our topic for today. The closer you get to retirement, the more it makes sense financially to pay off debt rather than investing extra money. The question is, how do you go about repaying that debt? Tune in to hear what kind of impact debt repayment can have, as well as how you get started!
On today's episode, George is flying solo! We recently had a new client pose the question, "Why The Journeys Group?", so today we're discussing what sets us apart from other firms in our industry. Whether it be our investing philosophy, our Christian faith, or the fees we charge, there's a lot that sets us apart and make us unique. Tune in to hear more!
Join Tommy and George today as they discuss how to ignore the noise. In today's world, we are bombarded with media noise and it's impossible to determine what is accurate and true. No matter your stage in life, the best thing you can do is ignore the noise and properly position your investments based on the time you have left before retiring. Tune in to hear more!
On today's episode, George and Tommy go into what it looks like to do spring cleaning with your finances. While you're in the middle of cleaning everything else, what better time to get your finances in order? Whether it's budgeting, getting your debt under control, or starting a savings account, there are several things you can do to start cleaning and organizing your finances for success. Tune in to hear more!
On today's episode, Tommy and George go into the different fee structures in our industry. Depending on what kind of entity you're working with, you will be paying different fees, both in amounts and the kind of fees. Fees are the biggest killer of a portfolio's return, so it's important that you know exactly what you're paying, and what you're paying for. Tune in to hear more!
Today's show is a little different, no financial planning to discuss. As you all may know, the Journeys Group is a faith based financial planning firm, and we love to take every opportunity we have to talk about our faith and our values. With this being the week before Easter, there is no better time to talk about those beliefs. We invite you to join us this week as we celebrate this joyous holiday!
On today's episode, George and Tommy talk about the hottest topic in the news these days...tariffs! We'll be diving into what exactly tariffs are and why they are being used to try and cut through some of the fog in the media. In addition, we'll be touching on market outlook in the face of this move. Tune in to hear more!
Join George and Tommy in today's episode as they discuss some common mistakes that people make in their retirement planning. Whether it's your risk level or the amount you're investing every month, retirement planning is a system of constantly moving parts. Making sure all of these parts are in line with your goals is vital to achieving these goals. Tune in to hear more!
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Valerie Hail
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Russ Mathews
