3-Dimensional Investing from independent financial planners whose sole focus is your success. Airing live in New England and available on-demand, we bring straight talk on investing, wealth-building, and real financial strategies. Each week, we educate, debate, and break down market trends—no fluff, no sales pitch, just actionable insights. Whether you're planning for retirement, growing your portfolio, or making sense of the markets, we’ve got your back. Tune in weekly and take control of your financial future!
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Family finances can be challenging and different from person to person. No matter who you are, protecting you and your parents finances usually comes first for our clients needs. Learn more and how you can prepare yourself and your family before taking the next step.
There are so many options for you to invest in today. One of these may be Energy. In it's multiple forms and arrangements you can pick and chose how you participate and take advantage of the now for tomorrow.
Health Savings Accounts are more and more becoming the tax advantage savings tools that can allow for greater savings and financial flexibility. Learn how to use these quadruple threats for your retirement planning.