Your Finances — Know You Can

Let’s face it. As consumers, we don’t know what we don’t know. Finances are an intricate puzzle. If you miss even one small piece, it can make a big difference and become out of focus. Welcome to Your Finances — Know You Can with Wesley Forster, President, and Senior Financial Strategist at HSI Financial Group. In this podcast, Wes and his dedicated team of financial professionals provide the guidance you need to build your ideal financial lifestyle and reach your goals. Stop flushing money down the drain and losing it needlessly and unnecessarily. Join in as Wes empowers you to arrive at your destination and swap uncertainty for confidence, and choose where you want to go.

Episodes

Avoiding Regrets: Navigating Your Financial Future Correctly (Ep. 12)

April 12, 2023 • 34 mins

Nothing is worse than feeling regret. And this is even more so when it comes to your investments or plans for your retirement. In this episode, Wes tackles the topic of regrets and how to avoid them in regard to your investments and retirement plans. He explores common past investment mistakes and the importance of … Continue reading

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How Do Top Portfolio Managers Posture During Economic Turmoil with David Fingold (Ep. 11)

January 4, 2023 • 38 mins

Have you ever wondered what a portfolio manager does and how they take advantage of a perceived negative event like a market correction? In this episode, Wes speaks with David Fingold, Vice President and Senior Porfolio Manager with Dynamic Funds, about the asset managers’ role. David shares his dedication to the portfolios he manages, how … Continue reading

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Your Secret Weapon to Planning Retirement (Ep. 10)

October 19, 2022 • 26 mins

The financial consumer is experiencing high levels of uncertainty with inflation, stock market fluctuations and high interest rates. Learn how to bulletproof your financial plan in times like these. In this episode, Wes dives into planning for retirement with his secret weapon, the Financial MRI, which works as a “catch-all” to determine what you might … Continue reading

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From Hell to Heaven: How to Improve Your Retirement Picture (Ep. 9)

September 1, 2022 • 38 mins

Retirement can be heaven or it can be hell — and what YOU do to plan makes all the difference. Without the proper planning tools and guidelines, it is easy to feel stuck and uncertain about your future. In this episode, Senior Financial Strategist Wesley Forster details what you need to know when planning your … Continue reading

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Thinking Long Term with Jean-Pierre (JP) Chevalier, CFA (Ep. 8)

June 20, 2022 • 38 mins

A market correction is similar to weeding the garden, in order to get the desired results you are looking for, you must first get rid of the weeds or they will choke out the growth you really want. In this episode of Your Finances — Know You Can, Wesley Forster, Senior Financial Strategist at HSI … Continue reading

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The Array of Benefits Financial Planners Have to Offer with Andrew Owsiak (Ep. 7)

May 17, 2022 • 29 mins

When looking to invest your money, oftentimes people will go to banks as a safe option. What they don’t realize is that they are short changing themselves when it comes to personalized planning if they don’t work with a financial planner. In this episode of Your Finances — Know You Can, Wesley Forster, Sr. Financial … Continue reading

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The Best Insurance is The One That’s There When You Need It with Devon Cheema (Ep. 6)

April 25, 2022 • 36 mins

When you were adding insurance to your financial plan, did you complete a detailed needs analysis to ensure that your family’s needs would be addressed? Many insurance companies follow a “one size fits all” framework, but no two people have exactly the same needs when it comes to insurance. In this episode of Your Finances … Continue reading

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Tax Planner vs Tax Preparer: What You Need To Know with Blake Carruthers, CFP (Ep. 5)

April 6, 2022 • 27 mins

Do you have someone just preparing your taxes, or do you have someone that helps you plan for your taxes? Most clients are unaware of the amount of money they could be saving and potentially getting back from the government through tax planning. In this episode of Your Finances — Know You Can, Wes Forster, … Continue reading

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What You Should Know About Estate Planning? (Ep. 4)

March 15, 2022 • 25 mins

If you were to die tomorrow, do you have a plan for how your estate would be handled? Who would be your power of attorney? Do you know who gets which assets? What about who pays for any outstanding debts? Those are the most common questions that are asked to families when a loved one … Continue reading Read more

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How to Carefully Pick Your Financial Planner (Ep. 3)

March 1, 2022 • 27 mins

Your investments are the fuel for your trip, but your financial plan is your flight plan. And without that, you don’t know how much fuel or investments you’re going to need. Say you’ve got the fuel and the plan. But, what about the advisor? Is your financial planner the right person to work with? When … Continue reading

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Get a Caring & Comfortable Client Experience at HSI Financial Group (Ep. 2)

February 15, 2022 • 33 mins

When it comes to financial planning and creating an estate plan, you don’t know what you don’t know, so let HSI Financial do the searching for you! At HSI Financial, the team takes a deep dive into their clients’ portfolios to create a perfect plan for them in accordance with their needs. In this episode, … Continue reading

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Learn How To Stop Flushing Money Down The Drain with Wesley Forster (Ep. 1)

February 1, 2022 • 37 mins

We don’t know what we don’t know, especially when it comes to our finances. But, by taking a partnership approach, Wesley Forster and his team at HSI Financial Group can help you make the best financial decisions for yourself and your family, now and in the future. In this inaugural episode of Your Finances — … Continue reading

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COMING SOON!

December 16, 2021 • 47 secs

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Your Finances — Know You Can

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Avoiding Regrets: Navigating Your Financial Future Correctly (Ep. 12)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}How Do Top Portfolio Managers Posture During Economic Turmoil with David Fingold (Ep. 11)

Your Secret Weapon to Planning Retirement (Ep. 10)

From Hell to Heaven: How to Improve Your Retirement Picture (Ep. 9)

Thinking Long Term with Jean-Pierre (JP) Chevalier, CFA (Ep. 8)

The Array of Benefits Financial Planners Have to Offer with Andrew Owsiak (Ep. 7)

The Best Insurance is The One That’s There When You Need It with Devon Cheema (Ep. 6)

Tax Planner vs Tax Preparer: What You Need To Know with Blake Carruthers, CFP (Ep. 5)

What You Should Know About Estate Planning? (Ep. 4)

How to Carefully Pick Your Financial Planner (Ep. 3)

Get a Caring & Comfortable Client Experience at HSI Financial Group (Ep. 2)

Learn How To Stop Flushing Money Down The Drain with Wesley Forster (Ep. 1)

COMING SOON!

Popular Podcasts

Avoiding Regrets: Navigating Your Financial Future Correctly (Ep. 12)

How Do Top Portfolio Managers Posture During Economic Turmoil with David Fingold (Ep. 11)