The Financial Huddle
The Financial Huddle
Podcast Description
We know dealing with your finances can be a challenging and emotional topic, which is why we thought it was time to bring some clarity to the subject. With all of the confusion and conflicting information out there about money and financial planning, this podcast aims to cut through the clutter with real, honest, to-the-point financial conversations. You won't find any fluff here - just quick, bite-sized insights and real discussions about financial topics that may impact you. And of course, we'll throw in a bit of fun and some sports trivia!Hosted by Certified Financial Fiduciaries and partners at Keystone Financial Group, Ed Beemiller, Ryan Fleming, and Brian Minier, The Financial Huddle aims to bring you clarity, confidence, and conversations around money that you can relate to.Tune in today and make sure to subscribe to be notified of future episodes!----------------------------------------------------------------------Disclosure:Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.
Podcast Insights
Content Themes
The podcast centers on themes of financial literacy, personal finance, and money management. Episodes aim to demystify complex financial topics, such as budgeting, investing, and retirement planning, with examples like 'What is our Why?' addressing the importance of financial education and the hosts' motivations. The focus is on actionable insights that listeners can implement immediately in their financial lives.
We know dealing with your finances can be a challenging and emotional topic, which is why we thought it was time to bring some clarity to the subject.
With all of the confusion and conflicting information out there about money and financial planning, this podcast aims to cut through the clutter with real, honest, to-the-point financial conversations. You won’t find any fluff here – just quick, bite-sized insights and real discussions about financial topics that may impact you. And of course, we’ll throw in a bit of fun and some sports trivia!
Hosted by Certified Financial Fiduciaries and partners at Keystone Financial Group, Ed Beemiller, Ryan Fleming, and Brian Minier, The Financial Huddle aims to bring you clarity, confidence, and conversations around money that you can relate to.
Tune in today and make sure to subscribe to be notified of future episodes!
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Disclosure:
Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.
Welcome back to The Financial Huddle! In this episode, Ryan, Ed, and Brian kick things off with the rise of pickleball, from neighborhood courts to Bainbridge Island’s Hall of Fame. But beyond the sport, pickleball serves as the perfect analogy for today’s topic: fiduciary duty.
We break down:
- What it really means to be a fiduciary and why it matters to you.
- The difference between “suitable” advice and acting in your best interest.
- The history of fiduciary standards, from Roman law to the Investment Advisors Act of 1940.
- Common myths, marketing buzzwords, and what you should actually look for in a financial professional.
At the end of the day, it’s about trust, confidence, and knowing the game is being played for your success.
Join the Huddle Nation for a conversation that’s part education, part storytelling, and 100% focused on helping you make smarter financial decisions.
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Disclosure: Information contained in this podcast is for entertainment and informational purposes only, and should not be considered as financial advice. Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”), an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Keystone Financial Group and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
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