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CLIENT PORTAL

NoBondsCast

Want more control over your finances? Let’s talk. 

Hosts: Ben Beck, CFP®, Chief Investment Officer and Co-Managing Partner and Jim Bode, Managing Partner

Guest: Tammy Stoerkel – Client Advisor, Traverse City  

Financial Control in an Uncertain World

This April, in recognition of Financial Literacy Month, we’re taking a step back to ask: “What can we truly control in our financial lives—and how can we plan for everything else?”

In this episode, Ben and Jim are joined by Tammy Stoerkel for a conversation grounded in clarity, perspective, and practical advice.  

Here’s what they’ll cover:  

  • Total control: How to take charge of the day-to-day behaviors that make a difference
  • Some control: Why income, longevity, and retirement age deserve honest, proactive planning  
  • No control (but still plan for it): How to stay steady through the uncertainty of market movements and government policy

Whether you’re building wealth, preparing for retirement, or thinking of your legacy, this conversation will help you focus on the right things—and let go of the rest.

Watch the replay below and take back control of your financial future!

Benjamin Beck - Dedham-1

Benjamin Beck, CFP®

Chief Investment Officer and Co-Managing Partner

James Bode- Dedham-1

James Bode

Managing Partner

Investment advice offered through Beck Bode, LLC, a registered investment advisor.
 
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.