The Financial Advocate

MFA PODCAST 5 The Mid Year Planning Review - Just A Normal 6 Months

Aug 6, 2025 • 13 mins

How To Review Your Investment Plan In 10 minutes or less

Jul 23, 2025 • 11 mins

Financial Planning In 3 Steps Or Less - Our Complete Planning Review Process

Jul 9, 2025 • 13 mins

A Simple Plan - Asset Allocation In 5 Holdings Or Less

Jun 18, 2025 • 9 mins

The Only Annuity I Use in Financial Planning

Jun 3, 2025 • 11 mins