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A Wing and a Plan

A Wing and a Plan

By: Provisio Retirement Partners
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About this listen

 The "A Wing and a Plan" podcast was created to give you the option to listen to Alex and Josh's weekly blog posts. Whether you are on your morning commute, busy on the job, or simply prefer listening to reading, we've got you covered!

Securities, advisory services offered through LPL, a registered investment advisor. Member finra.org, sipc.org. LPL Registered Representatives associated with this site may only discuss, transact business with residents of FL, IN, KY, MI, OH, and WI. Opinions voiced are for general info only & not intended as advice or recommendations for any individual. To determine appropriate investment(s) consult me prior to investing. All performance referenced is historical & no guarantee of future results. All indices are unmanaged & cannot be invested into directly.Copyright Provisio Retirement Partners Economics Personal Finance
Episodes
  • Innovations and Self-Funding in Healthcare (feat. Nathan Baar with HealthBar)

    Innovations and Self-Funding in Healthcare (feat. Nathan Baar with HealthBar)
    May 26 2023
    In today's episode, Alex is joined by Nathan Baar Founder and CEO of healthcare innovator HeatlhBar! Nathan talks about the role of HealthBar in our community and their mission to come alongside the existing infrastructure to fill a need in the marketplace. Nathan also talks about his own personal journey of self-funding his family's healthcare.

    HealthBar
    Nathan's Linkedin
    n.baar@healthbar.com
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    18 mins
  • Recent Credit Score Myths and Mortgage Lending (feat. Sara Bos with United Bank)

    Recent Credit Score Myths and Mortgage Lending (feat. Sara Bos with United Bank)
    May 19 2023
    In today's episode, Alex welcomes Sara Bos with United Bank to the show to discuss recent myths regarding credit scores and their relation to mortgages.

    Sara Bos:
    Linkedin
    Facebook
    Instagram
    United Bank Website
    (616)886-1144
    Sara.Bos@UnitedBank4u.com
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    20 mins
  • Let's Talk About F.I.R.E. 🔥

    Let's Talk About F.I.R.E. 🔥
    May 12 2023
    What is the F.I.R.E. movement? Is retiring early attainable and what are some things to keep in mind?


    Blog: Should You Retire Early?

    FREE Financial Planning: Start your plan

    Meet with us: Schedule
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    27 mins
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