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What The Financial

Business & Economics Podcasts

Welcome to What the Financial podcast with Steve Lebens from Lebens Advisory. In this podcast, we help you discover and address the financial elephant in the room: Retirement, debt, family, inheritance, income, lifestyle, dreams. We’ll ask the tough questions to help you uncover what you really want in retirement and build a plan that meets your needs, we call it your Whole Wealth Plan. Join us for this journey where we help you answer What The Financial about your finances.

Location:

United States

Description:

Welcome to What the Financial podcast with Steve Lebens from Lebens Advisory. In this podcast, we help you discover and address the financial elephant in the room: Retirement, debt, family, inheritance, income, lifestyle, dreams. We’ll ask the tough questions to help you uncover what you really want in retirement and build a plan that meets your needs, we call it your Whole Wealth Plan. Join us for this journey where we help you answer What The Financial about your finances.

Language:

English

Contact:

612.961.0156


Episodes

Episode 3 – How Living Longer Affects Your Investment Portfolio

7/15/2020
What are the effects of living longer on your investment portfolio? How does inflation come into play? In today’s episode, Steve Lebens discusses the effects of living longer on your investment portfolio, how risk exposure grows as you age, and how to plan for long-term care. In this episode, you’ll learn: How to determine the … Continue reading Episode 3 – How Living Longer Affects Your Investment Portfolio →

Duration:00:18:23

Episode 2 – Meet Sara Lebens, President Of Lebens Advisory Group

7/1/2020
What does success look like to you? How can we help you reach your full potential? Get to know Sara Lebens, President of Lebens Advisory Group, including her approach to coaching and HR consultation, and how she helps clients. Sara shares the importance of aligning with her personal beliefs in her professional role. In this … Continue reading Episode 2 – Meet Sara Lebens, President Of Lebens Advisory Group →

Duration:00:25:12

Episode 1 – Welcome to the What The Financial Podcast!

4/3/2020
Welcome to the What The Financial with Steve Lebens podcast! In this debut episode, meet your host Steve Lebens. As the Vice President and Director of Wealth Management at Lebens Advisory Group, Steve kicks off the series by sharing how he works with his clients to solve one key question: What’s your plan? Steve also … Continue reading Episode 1 – Welcome to the What The Financial Podcast! →

Duration:00:19:10

SPECIAL UPDATE: COVID-19

3/19/2020
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous … Continue reading SPECIAL UPDATE: COVID-19 →

Duration:00:07:53