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Money Matters is weekly radio show and podcast hosted by Dave Petso, CFP®, who is a managing director and executive advisor for Modern Wealth Management’s Boise, Idaho office. Dave specializes in retirement, investment, and income planning.
Episodes
Jan 29, 2015
Jan 29, 2015
1hr 19 min
Registered Representatives, Securities offered through Cambridge Investment Reasearch, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants, LLC are not affiliated.
Jan 21, 2015
Jan 21, 2015
1hr 23 min
In the first hour Dave airs a recorded conversation with Kevin Miller. In the second hour Dave reflects on negativity in a world of abundance.
For links mentioned, visit www.petsofinancial.com.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Jan 21, 2015
Jan 21, 2015
1hr 21 min
For links mentioned, visit www.petsofinancial.com.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Oct 30, 2014
Oct 30, 2014
1hr 24 sec
Jon Duane tribute show.
For links mentioned, visit www.petsofinancial.com.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.
Aug 26, 2014
Aug 26, 2014
1hr 35 min
Enjoy an updated recording of Dave Petso's Ten Commandments of Investing.
For links mentioned, visit www.petsofinancial.com.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Petso Financial Consultants,LLC are not affiliated.