April 2023 Investment Market Recap
May 10, 2023
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The Fed Effect The Impact of Higher Rates Are Taking Hold Key Observations Muted returns of broad market indexes for the month of April hide
Episodes
2023 International Investment Market Update – New Funds
May 5, 2023
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Ben Hockema discusses the reasons behind the most recent changes to investment portfolios for Illuminate Wealth Management clients. This includes a discussion of the shifting
2023 Quarter 1 Investment Review and Outlook
April 27, 2023
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Ben Hockema is joined again by Eddie Arraya to discuss the current investment market environment, particularly around the difference between the headline fears and
February 2023 Investment Market Recap
March 10, 2023
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Hot Data, Cool Markets, Good News DOWNLOAD TO READ MORE
Streaking Your Finances
March 2, 2023
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What is the number one mistake people make in financial planning? Ben Hockema addresses this question and many more has he talks with Jeff and Jami about what financial planning is really about and it’s not about whole life insurance or savvy stock trades. Ben shares insight, wisdom, and stories on what you can do to make your financial future bright.
FSA vs HSA – What are the differences and how do I use them?
February 28, 2023
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Put company benefits and IRS regulations together, and you’re just asking for complexity masked as an acronym. Many employers provide access to Flexible Spending Accounts
Streaking Your Finances
What is the number one mistake people make in financial planning? Ben Hockema addresses this question and many more has he talks with Jeff and Jami about what financial planning is really about and it’s not about whole life insurance or savvy stock trades. Ben shares insight, wisdom, and stories on what you can do to make your financial future bright.
March 2, 2023
The Road To Wealth Podcast
I was honored to be a guest on The Road to Wealth Podcast hosted by my friend Justin Nacpil. We cover: My early relationship with
November 13, 2022
This Is The Story of Podcast with Patrick Ross
My guest this week is Patrick Ross, estate planning & business attorney from Ross Law Firm in Inverness, IL. I have worked with Patrick for a number of years, both on my own estate plan and with my clients and I appreciate the thorough yet personal approach Patrick takes with his clients. We recorded this episode earlier in 2021, and I am excited to share this to you now.
February 15, 2022
This Is The Story Of Gary Bowyer
We have a special guest this week, Gary Bowyer, one of my partners at Illuminate Wealth Management. Gary discusses the life cycle of his financial planning business from 1986 to 2010, transitioning to retirement and finally becoming a partner in Illuminate Wealth Management in 2020.
November 19, 2020
This Is The Story Of Andrew Rescorla
This week our guest is Andrew Rescorla, the co-founder of Urban Greens, an indoor hydroponic herb farm in the Twin Cities, MN.
November 4, 2020
This Is The Story Of Danielle Seurkamp
This week our guest is Danielle Seurkamp, a CERTIFIED FINANCIAL PLANNER and the Founder of Well Spent Wealth Planning in Cincinnati, OH.
October 21, 2020
This Is The Story Of Renner Winston
This week our guest is Renner Winston, the co-owner of Atlas Solar Advisors, a company dedicated to helping homes and businesses save money by converting over to clean and renewable energy.
October 6, 2020
