The team at MBE Wealth Management operates as an SEC Registered Investment Advisor. We proudly operate as a fiduciary in 6 locations throughout Wisconsin: Baraboo, Reedsburg, Wisconsin Dells, Tomah, Sun Prairie, and Wausau. The goal of this podcast is to help our listeners learn the 'language of…
Join Certified Financial Planners Mike Pruitt and Jason Henrich as they do a deeper dive into financial planning and continue the conversation on why everyone needs a plan
Join Certified Financial Planners Mike Pruitt and Jason Henrich as they break down what financial planning really is and why everyone needs some type of plan
Mike and Jason break down the concept of the Fiduciary Standard of Care and the Suitability Standard of Care when it comes to financial advisers. Learn the difference and how to tell whether or not your adviser is acting as Fiduciary for you.
There are a number of ways to save for college. Which makes sense for you? Join Jason and Mike as they spend some time breaking down the rising costs of college and share some strategies to pay for it.
The CARES Act was the first round of massive public stimulus in response to the COVID-19 pandemic. Mike and Jason hit on a few key points affecting investors.
Certified Financial Planners Mike Pruitt and Jason Henrich discuss 4 questions right now that many are asking about the current COVID-19 market.
The current COVID-19 driven economic chaos reminds us that this time is different. But there are some lessons to be learned from the history of the last 3 recession/bear markets as well. Join Mike as he explores the early 80s, tech bubble, and 08 financial crisis recessions.
During times of crisis, many advisers switch into crisis counselor mode. Join Mike as he discusses his experiences guiding clients through both personal and market crises.
Once a year 1000's of independent Registered Investment Advisors head to TD Ameritrade's LINC conference to gain insights into best practices and what is on the cusp for the investment world. Join Mike as he hosts financial advisors Brent Brinker and Austin Lins to discuss their experience at LINC 2020.
Mike and Jason recap 2019 and discuss what to look for in 2020.
Happy New Year! Make 2020 the year you start squaring away your finances -- Mike gives you some tactics to help.
What does the time change, a tv dinner, the number 11, and a small metal thimble all have in common? Listen to Mike share some interesting factoids and history about the month of November!
In Part 2 of our mini-series "Financial Foundations" Mike discusses investing in Stocks, including a brief history of the equity market to stock pricing and methods for classifying stocks.
The Certified Financial Planning (CFP) designation is one of the most challenging to achieve in the world of retirement planning. In this episode, Mike discusses what it takes to obtain the CFP as well as what it means to have the CFP with MBE Wealth Management's two newest Certified Financial Planners, Jake Krueger and Jason Henrich.
Mike Pruitt, CFP, RICP takes us through what the yield curve is and what its recent inversion means for investors.
Mike Pruitt, CFP®,RICP® talks about bonds and fixed income including what a bond is, history of bond markets, types of bonds available, risk return characteristics, and tips for investors.
The Dow and the S&P 500 just set record closes and Mike takes us through a quick review of 2019 thus far and looks forward to what the team at MBE Wealth sees.
In today's episode Certified Financial Planner Mike Pruitt digs into what is commonly known as the LEI, or Leading Economic Index. The LEI is a composite index of leading economic indicators and in this episode Mike tells you what it's made of and how to interpret it to better forecast the US economy.
Mike discusses the SECURE Act - the latest legislation aimed at opening up the 401k world to even more people. The SECURE Act has bipartisan support and has 4 key provisions in addition to some other minor components. Mike covers these as well as the funding mechanisms for the legislation.
Mike Pruitt, CFP®,RICP® and financial advisor Jason Henrich discuss some of their favorite books and what they feel should be required reading for people serious about building wealth.
Mike Pruitt, CFP®,RICP® and Kevin Block, CPA, discuss a collection of financial mistakes they have seen people make over the years. From tax disorganization to annuity penalties, Mike and Kevin try to condense some mistakes down so you can avoid them.
Mike Pruitt, CFP®,RICP® discusses the doom and gloom headlines around Social Security and lays out some facts.
Mike Pruitt, CFP®,RICP® and Kevin Block, CPA, discuss their backgrounds as well as the credentials behind their names and why you just may want your financial professional to have those as well.
Mike Pruitt, CFP®,RICP® talks about simplifying some rules of personal finance to fit on an index card.
Mike Pruitt, CFP®,RICP® lays out some New Years resolutions you can use to be a better steward of your personal finances.