Hosted by Beacon Financial Strategies · 🇺🇸 US · EN-US · 64 episodes
Established thought leaders with verified media credentials.
The purpose of this podcast is to help you, our listener, feel financially empowered. Empowered that you are making the right financial planning decisions, taking advantage of opportunities that exist and avoiding common pitfalls or distractions that may arise along the way. Finance in a Flash is a personal financial planning podcast that is organized and produced by a team of financial and tax professionals from Beacon Financial Strategies in Raleigh, NC. We will spend most of our time discussing the point where financial planning, taxes and investing converge.
Beacon Financial Strategies hosts Finance In A Flash, a business show with 64 episodes published.
In this episode of Finance in a Flash: Plain Talk, we wrap up our three-part series on unemployment data by zooming out to the bigger picture—what the jobs report really tells us about the economy. Using the latest data
In this episode of Finance in a Flash: Plain Talk, we continue our mini-series on unemployment data by diving into the latest report from the Bureau of Labor Statistics. Using February 2026 data, we break down what the u
On this episode of Finance in a Flash – Plain Talk, John and Dave kick off a three-part series breaking down one of the most talked-about economic topics: Unemployment. They start the series off discussing ADP Employment
On this episode of Finance In A Flash, John interviews Beacon's newest team member, Isaac Elsasser . We really hope you enjoy this episode and get to know more about Isaac as he talks about his personal life, how he got
Inflation has been a hot topic in financial news over the past few years, but what does it really mean for consumers and investors? In this episode of Finance in a Flash , John and Dave take a step back to break down inf
On this episode of Finance in a Flash, John sits down with Beacon’s newest team member, Dave Trettel. Tune in to learn more about Dave as he shares insights into his personal life, his professional journey in financial p
Portfolio rebalancing is an integral part of the investment management process. On this episode of Finance In A Flash, Chip and John sit down to talk about the concept of rebalancing and discuss the benefits of implement
On this episode of Finance in a Flash we welcome a special guest to the podcast. Stephanie Murray, Stephanie is Beacon’s Planning and Operations Manager. Stephanie is an Enrolled Agent—a federally licensed tax practition
On this episode of Finance in a Flash, Chip and John explore why we prefer mutual funds and ETFs versus individual stocks!
On this episode of Finance In A Flash, John interviews Beacon's Client Services Representative, Patrick Lamprey. We really hope you enjoy this episode and get to know more about Patrick as he talks about his personal lif
Getting married is one of the biggest decisions of any persons life. On this episode of Finance in a Flash, Chip interviews John to discuss making financial decision as newly weds.
For better or worse, the financial decisions that young adults make have an ongoing impact on their lives. On this episode of Finance in a Flash, Chip and John give some advice to recent graduates on how to build a solid
Making the decision to retire is a difficult one. On this episode of Finance in a Flash Chip and John discuss the moving parts, many unknowns and variables that are at play that can impact the outcome and ultimately the
On this episode of Finance in a Flash, Chip and John discuss a few situations that might warrant selling an investment, and some rules of thumb to consider when deciding on whether to sell an investment!
Is it best to contribute to your company sponsored 401k plan, a Roth IRA, or a personal brokerage account? The answer depends on many factors. Chip and John hash out some of those factors on this episode of Finance in a
When it comes to taking account distributions, which account is best - IRAs, Roth IRAs, Brokerage accounts or 401k plans? Chip and John discuss tax strategies and other considerations to take into account when deciding w
On this episode of Finance in a Flash Chip and John sit down to discuss, tax-efficient investing and the importance of “Asset Location.” Chip and John talk about which types of investments should be held in which account
On this episode of Finance in a Flash, Chip and John give an update on the economy and financial markets. Chip and John talk about the Federal Reserve, inflation, the market, and much more!
On this episode of Finance In A Flash, Chip and John discus Money Markets! We dive into what a Money Market is, FDIC limits, what role Money Market accounts play, and so much more!
On this episode of Finance In A Flash, we wrap up our series on Estate Planning by discussing common types of trusts. Chip and John briefly discuss several common types of trusts, their objectives, pros and cons, and tax
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Finance In A Flash is hosted by Beacon Financial Strategies. The show is categorised under business (investing) and has published 64 episodes.
Finance In A Flash has published 64 episodes.
Finance In A Flash regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Finance In A Flash average 18 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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